Hi Stephanie,


I completly agree with your response.  "Anything can be a record".  With eDiscovery in place we have to be so careful how we look at records.  It amazes me that someone in the electronic age still thinks that they can check a box to declare something as a record and then be surprised that they are still required to produce all of the remaining documents that weren't declared official records during a trial or discovery.

I also stay away from using the term non-record as much as possible since I think it's very confusing and misleading to the end-user.  I try to use the terms reference and external materials as much as possible when referring to records not directly created by an organization rather than non-records.

Thanks for your post -ilona



----- Original Message -----
From: "Stephanie Eaton" <[log in to unmask]>
To: [log in to unmask]
Sent: Thursday, July 28, 2011 1:29:06 PM GMT -08:00 US/Canada Pacific
Subject: Re: Dashboards

Anything can be a record.  For example an employee is put on a performance
plan due to their work performance.  When telling the employee they are on a
plan the manager produces a dashboards that shows a workflow process of how
many documents are process by each user daily.  Using this dashboard as part
of a performance review would make it a record in the employee file that
should be kept in the event the employee needs to be terminated.

I don't count anything out as being a record.  Though I would say dashboards
are not common records there is still always the exceptions to the rule.

Stephanie Eaton

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