Thank you Teresa.  Yes, I have a bit about litigation holds in there.   I didn't think about scaring the staff! Not the point of the training...LOL

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Teresa Roberts - Contractor
Sent: Tuesday, September 16, 2014 10:54 AM
To: [log in to unmask]
Subject: Re: Staff training

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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