Thanks, J. Michael. The one question I find tricky, and I was hoping someone 
who has been through this could share their strategy:


< Will the system force all users to store all “records” (including those 
not relevant to the system’s original purposes and functionalities) in 
electronic form?  If not, how will the system analyze all user needs and 
then develop an effective active filing/retrieval system for all 
information/records needs throughout the organization­including those which 
may or may not belong directly in the system proposed? >


Let's say you already train staff to make record/non-record decisions by 
using the records retention schedule. To add another few levels of comfort, 
to ensure you are capturing all vital records into your records retention 
system, and other records that you have agreed belong there, do you, maybe, 
focus on users profiles to automatically capture some people's (eg C-level 
executives) records when they 'save' in their local document management 
system/Microsoft file server? So they never have to make a filing decision? 
Then do you play around with degrees of manadatory user indexing based for 
other users combining this with criteria about the top level record classes 
they use (eg. some record classes demand more detailed indexing than others) 
?







Maureen Cusack, M.I.St.

http://www.maureencusack.net

"There are two kinds of adventurers; those who go truly hoping to
find adventure and those who go secretly hoping they won't."
                        -Rabindranath Tagore

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