Ah.  If there is a general category for interoffice memos perhaps they could 
go there or if there is a general records management records category they 
might go there.  Most places I have worked have a series for records 
management - disposition records.  That might be a place.  In the counsel's 
office there might be a category for matters that didn't happen (short 
retention) that they could use.

Tod

--------------------------------------------------
From: "Zengel, Rikki" <[log in to unmask]>
Sent: Thursday, February 12, 2009 09:51
To: <[log in to unmask]>
Subject: Re: [RM] Legal Hold Orders

> Thanks.  I am wonder though about the records created as a result of the
> legal hold process, example memos or emails.  If there is no case, when
> the hold is lifted, in what bucket do you put the records created out of
> the hold rather than the records the hold effects.  Thanks.
>
> Rikki
>
> -----Original Message-----
> From: Records Management Program [mailto:[log in to unmask]] On
> Behalf Of Tod Chernikoff
> Sent: Thursday, February 12, 2009 8:53 AM
> To: [log in to unmask]
> Subject: Re: Legal Hold Orders
>
> Rikki:
>
> Although I have seen some client's of mine that have a series in their
> retention schedule for records on "litigation hold" I consider those
> records
> still scheduled as per their normal series, but that the disposition of
> those records has been suspended (should they reach the end of their
> retention period before the hold is lifted).  I consider the
> categorization
> of those records as "held" as a condition over-and-above their series,
> such
> as vital records are identified as "vital" but they also have their
> normal
> records series categorization.
>
> There should be a point at which counsel determines there will be no
> litigation and the hold should be lifted, granted that may be a ways
> down
> the road in such an instance, but as with all litigation, it will
> eventually
> come to an end.
>
> In some organizations those records subject to a litigation hold might
> be
> pulled and segregated, but they should return to their original home or
> be
> destroyed, once the hold is lifted.
>
> Hope this answered your question, if not please feel free to contact me
> for
> any additional information.
>
> Tod Chernikoff, CRM
> [log in to unmask]
>
>
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