I would also say, from the operational standpoint that teaching
staff/employees what is, and is not, a record is part of the training aspect
and within that, any training materials (i.e. RM Handbook) should define
what is not a record so that the need to deal with them on a schedule or in
the processing of records is averted.  Big Bold Letter in one of the last
handbooks I wrote warned "Non Records are Not to be Sent to Off-Site
Storage."

Tod Chernikoff, CRM

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf
Of Colgan, Julie J.
Sent: Tuesday, April 03, 2007 1:12 PM
To: [log in to unmask]
Subject: Re: [RM] Should "Reference Materials" be on a retention schedule?

Earl, I have seen it both ways as well.  In general, those times where I
have seen them included, they were in private organizations and the
schedules not only included guidance on official "records" but what to
do with other information as well.  One organization I worked with
decided to include something similar, mostly to take advantage of
behavior and encourage the timely use, review and disposition of all
content.  Basically, it is a business/operating decision, not a legal
one, and one of preference.  Suppose it depends on the organization,
their culture, their goals, etc.

Julie

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