Donna:
The manner in which I have endeavored to write records retention schedules is to use more business language as opposed to records management jargon or abbreviations. In addition I try to avoid the "+"
I typically would have a schedule in a database or table form and the columns including categories such as records group or function, ID number, name or title, description, retention period (number), retention unit (years, months, days, etc.) and Trigger. I try to minimize the number of Trigger types in the overall schedule.
So for example
Finance || 201 || Audit Reports || Internal and external audit reports || 5 || Years || After report is issued
Hope this helps.
Tod Chernikoff, CRM
[log in to unmask]
www.twitter.com/tchernik
--------------------------------------------------
From: "Donna Malzone" <[log in to unmask]>
Sent: Wednesday, August 25, 2010 09:08
To: <[log in to unmask]>
Subject: [RM] Records Retention Schedule and the term ACT+
Hi Everyone,
Our department records coordinators would like me to be able to simplify the term ACT+, which are those records that need to be retain an additional period of time once the "Active Event" has expired or the Start Point for the retention begins. The terms that are being considered are Trigger or Disposition.
I am struggling to articulate this into simplified terms.
Any insight would be extremely helpful.
Thank you,
Donna Malzone
Donna M. Malzone l Records Manager
ProMutual Group
101 Arch Street
Boston, MA 02110
work: 617 428-9821
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]
|