Lisa,
Make sure you include the caveat that in cases of legal discovery (when served a subpoena), audits, etc... you MUST NOT destroy ANY records regardless of the Retention Schedule.
I am not sure about your wording tho as most terms are 'minimums' meaning you are free to keep them longer if there is a business need. My suggestion is to stress that these terms have been determined by smart people like the legal team, state/fed/local officials, government/industry requirements/standards, etc... and the terms have been carefully vetted and determined based on careful consideration. Then stress the risk of keeping them longer than necessary... use examples of law suits where the company lost because they could have tossed records but didn't. (You should also use examples of people not KEEPING them long enough also).
I've actually been asked by management to 'tone my training down' (with regard to mentioning law suits) because it 'scares people' too much.... uh... IT SHOULD! Haha
Teresa Roberts
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Lisa Knight
Sent: Tuesday, September 16, 2014 7:22 AM
To: [log in to unmask]
Subject: Staff training
Greetings,
I am putting together a PPT for training staff about RM and I am hoping you can help me on the wording of something in regards to the retention schedule.
I am trying to say that because the destruction/transfer, etc. dates are stated on the retention schedule, it releases you from any further obligation to keep them. I think I am on the right track with this, I just wanted to craft the wording a bit. I think a bit of legalese would be helpful to make that point that following the retention schedule is important.
Any other suggestions would be appreciated as well. This is the first of the staff trainings at my organization, I want to make sure I hit all the important points without it becoming information overload.
Thanks in advance.
Lisa
Lisa M. Knight | Records & Office Management Specialist| IFES (International Foundation for Electoral Systems)
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