I would tend to avoid the use of "Active" in a retention schedule and instead use triggers such as "superseded". Using "active" in an ERMS is problematic whereas trigger events (superseded, terminated, cancelled, project end, etc) can be used as metadata associated with the trigger event date to launch disposition. Spent a lot of time with customers trying to define "active" and when it ended. On Thu, May 29, 2014 at 11:27 AM, Westlund, Cheryl < [log in to unmask]> wrote: > We have a functional schedule with retention of Active (Superseded) + 3 > Years. > -- Peter Kurilecz CRM CA IGP [log in to unmask] Dallas, Texas Save our in-boxes! http://emailcharter.org http://twitter.com/RAINbyte http://tech.groups.yahoo.com/group/RAINbyte/ http://paper.li/RAINbyte/rainbyte http://pinterest.com/pakurilecz/archives/ http://pinterest.com/pakurilecz/records-management/ http://www.linkedin.com/in/peterakurilecz Information not relevant for my reply has been deleted to reduce the electronic footprint and to save the sanity of digest subscribers List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message. mailto:[log in to unmask]
