I am fairly new at a company with a retention schedule that was completed a few years ago. I plan to do legal research in the Spring to address changes and add or combine categories as necessary. In the energy world, I think you should review changes to law or reporting requirements every year, but overall perhaps every 5 years. You could base review on organizational change. In medical businesses, I would say keep an eye on the news.
Thanks for asking this question. I would also like to find best practices for energy companies if you have any information!
Jan Ferrari
Supervisor Records Management
Atmos Energy Corporation
Office: (972) 855-4063
Email: [log in to unmask]
From: Deanna Brouillette <[log in to unmask]>
To: [log in to unmask]
Sent: Tuesday, February 5, 2013 5:36 PM
Subject: Legal Research Frequency for Retention Schedule
Hi all, just curious how often people feel they need to do a legal / regulatory refresh on their retention schedules, for records series that haven't changed. Just sort of trying to gauge an industry average.
Thank you,
Deanna Brouillette, CRM
Manager - Records
Chesapeake Energy Corporation
Office: (405) 935-4747
Mobile: (405) 706-2745
Fax: (405) 849-4747
E-mail: [log in to unmask]<mailto:[log in to unmask]>
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