List,

 

I would like to define retention of my company's policies by creating a few
different groups based upon type of policy.  I believe that not all policies
are similar in nature and perhaps some should carry longer and/or shorter
retention than others.  I am thinking of having all policies fit into one of
these categories:  Administrative/Operational Policies; HR Policies; Lending
Policies (I work for a bank); and Compliance/Regulatory Policies.

 

Has anyone taken this approach, and if so, how did you specifically define
administrative from operational policies?  I welcome any feedback from the
list on this approach as well.  Thank you in advance. 

 

Ben Greene CRM,ermp

Corporate Records Management / Vendor Administration

TCF National Bank

(ph) 612.661.7050

(fax) 612.661.8574

[log in to unmask] <mailto:[log in to unmask]> 

 

____________________________

Email Disclaimer

 

Information contained in this e-mail transmission is the property of TCF and
is intended for the named recipient.  If you are not the intended recipient,
do not read, distribute, or reproduce this transmission.  If you have
received this e-mail transmission in error, please contact the sender. 

 

Disclaimer Regarding Uniform Electronic Transmissions Act (UETA) and Federal
E-Sign (E-SIGN) Law:  This communication is for discussion purposes only, and
it does not create a contract or legally binding agreement.  The UETA and
E-SIGN do not apply to this communication.  We only contract with manually
affixed original signatures on the original paper contracts.

 


List archives at http://lists.ufl.edu/archives/recmgmt-l.html
Contact [log in to unmask] for assistance
To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message.
mailto:[log in to unmask]