I know that it is an article of faith that retention is driven by an
analysis of function, use, and content. What if just to be contrary I
suggest that retention should be managed by exception. First identify the
record series you are legally required to preserve add a few more that you
want to keep as a part of your strategy for your business model, tax
requirements, litigation, regulatory environment. Then assign a relatively
short retention for the rest -- say 3 years. And automate your system so
everything and I mean everything is gone in that period. For hard copy
don't let anyone send anything to hard copy storage except for the
categories you have identified.
I am not sure that I agree with this 100% but I think there are time for
rethinking some of our basic assumptions.
Dave Gaynon,CRM
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance