-----Original Message-----
Master forms are only useful for producing forms to be completed.  I have
always seen the retention for master forms as "until superseded or revised."
I can't think of any other value they would have.
--------------------------

Ginny,

There are exceptions:  Forms can contain instructions (explicit or implicit)
that supplement policies or procedures.  Within a quality
assurance-intensive business environment, those instructions may be
important to retain for the same length of time as procedures are, as
documentation of what was supposed to be done under what circumstances.
Unless the procedures themselves include the form (and most don't when there
is a separate forms control program), often the only way to ensure the
content is retained for the appropriate length of time is to retain the
master form (or a designated record copy).

In a similar vein, it also can be desirable to retain versions of ECM system
workflows and related electronic forms as record objects.

Peter B. Lundell
Manager, Technical Support
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Millican & Associates, Inc.
2699 Stirling Road, Suite C106
Fort Lauderdale, Florida  33312-6579
(954) 963-1771
Fax: (954) 962-7956
www.millican-assoc.com

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