The day timer, PDA, diary, notebook, post-it note or whatever is just the
medium. The record belongs to the corporation, no argument. If the
individual is unhappy with this, then, just as with phone calls or
conversations, they have a responsibility to create or transfer it to a
different recordkeeping medium (eg a note for the file), in which case the
day timer version is ephemeral or facilitative background material and isn't
a record once the formal one has been created.

If litigation occurs, even if the day timer is no longer a record, it is
still evidence. I've never seen a subpoena ask for records not documents.

Glenn

Glenn Sanders MRMA
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Australia

These views are mine alone. They may or may not be those of any
previous or present employers or clients. I don't know. If I'd asked
and they'd agreed, I would have signed it "Harry Peck and Co and
Glenn". Or whatever. But I haven't, so I didn't.

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