Earl: I just transitioned from four years as the hold order administrator into my role in records management. I have a lot of information I can share related to hold order processes. Feel free to contact me directly for detailed information.
Carol Wyatt
Records and Information Coordinator
Marathon Oil Corporation
5555 San Felipe Street, Suite 2514
Houston, Texas 77056-2799
Office: 713-296-4550
Cell: 281-714-7549
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Johnson Jr., Earl
Sent: Thursday, June 07, 2012 10:28 AM
To: [log in to unmask]
Subject: How do you handle records / legal hold orders?
Good morning,
We have a legal/records hold order in place, but would like to strengthen it. I'm wondering if some of you wouldn't mind sharing your process for issuing, tracking, and otherwise handling legal/records hold orders? We're especially interested in what you do when new employees come on-board, how are they notified of hold orders if they inherit a position that might have relevant records? Or, what about when employees who may have had relevant records, change jobs? Does the transferring employee have any continuing obligations? How is the incoming peson transferring into the job notified?
Also, how do you track hold orders? We use a list posted on the RM SharePoint site (and is accessible to everyon on our Intranet) to identify all active hold orders, and we've built a simple workflow that delivers a PowerPoint training presentation to key records custodians as identified by counsel, and then tracks their completion of that training, automatically. It just seems like we ought to be doing more....
I know that there are reference materials in the ARMA Bookstore in this area, but wanted to start here first, to see what others are doing. I will also search the Listserv archives to view past discussions.
If you prefer responding off-list, then please feel free to reach out to me at my contact informatioin below.
Thanks.
Earl
Pipeline Records and Information Management Excellence... Get PRIMEd!
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Earl Johnson, Jr., CRM
Corporate Records Manager
Colonial Pipeline Company [Description: Description: Description: Description: Description: Description: Colonial logo]
1185 Sanctuary Parkway, Ste. 100
Alpharetta, GA 30009
Internet: www.colpipe.com<http://www.colpipe.com/> | Email: [log in to unmask]<mailto:[log in to unmask]>
Office: 678-762-2586 | Mobile: 404-402-4420 | Fax: 678-762-2315
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