I'm getting ready with a pilot project to organize their shared drives and 
move it into our ERMS.  I've hit a fundamental question:  where do works 
in progress go?  I see two options:



1. Group Working Space - a place for undeclared documents to sit in draft 
form.  When they are complete, they are moved to the controlled folders 
(and are thereby declared as records, inheriting classification from the 
folder they are moved to).  Advantage:  clear act of declaration.  
Disadvantage:  the group working space is in danger of becoming a mirror 
of the messy shared drive; there is little user motivation to declare the 
records.



2. Controlled Folders - works in progress and drafts are stored right in the 
controlled folders with other bona fide records.  Declaration becomes a 
fuzzy action, as drafts are already inheriting records classification when 
they are created.  Advantage:  RM is applied to all documents; avoids 
disorganized working spaces.  Disadvantage:  many transitory documents 
that could/should be deleted are subject to full retention.



Any thoughts on this from those already fighting in the trenches?  Much 
thanks.



Wayne Hoff, CRM

Calgary, AB

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]