I have just this morning started our folks on going through old records, none of which we're legally expected to hold for over five years.  Soon they will start filling in the Destroy blank of the forms, and our Retention Schedule will be up and running.

Thus far I am tracking everything in Excel.  It's a great beginning for my department of one.

Joan Brunning-Symons
Winnipeg MB CA

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]]On
Behalf Of David Ives
Sent: Tuesday, October 02, 2007 10:17 AM
To: [log in to unmask]
Subject: Retention Schedule monitoring and upkeep: How do you handle
it??


Good morning all!

A bit of background; We are in the very early stages of developing an
actual Retention Schedule as part of our yet to exist RM program, the
reason I say "actual" is because up until this point the generally
accepted policy has been, keep everything forever.  So my newly created
group has been charged with developing and implementing a RM program.  As
I mention we are still in the very early stages, gathering information and
planting the RM seeds within various departments within our organization.


Now to one of our many questions.  We have recently picked a software to
help us develop our Retention Schedule and the question of maintenance was
raised, ie: who is going to do that, how much time is spent and how often.
 I am wondering in your organizations how you handle keeping your
schedules current and up to date?  Is this someone's full time job or
perhaps a small part of several individuals?  We are trying to estimate
the resources needed to maintain the schedule once we finally get it
rolled out to the company.

Any thoughts, comments or advice would sincerely be appreciated!  Thanks
in advance for your time in answering a novice's questions, I sincerely
appreciate it!

All the Best!

David M. Ives



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