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Subject:
From:
Sandy Broady-Rudd <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Tue, 6 Sep 2011 19:41:10 -0500
Content-Type:
text/plain
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text/plain (54 lines)
Maryann,

Would it be possible to move the messages into a folder while they are "active" and not apply retention until the message becomes "inactive" and then is moved into the "inactive" folder to start the retention clock? Not perfect but may be a work around.


Sandra Broady-Rudd, CRM, ERMM
Operational Risk Consultant
Corporate Records Management Office (CRMO)
Wells Fargo
[log in to unmask]

"Records Management is the only profession that knows in advance what it's going to forget!"





-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Siek, Maryanne
Sent: Tuesday, September 06, 2011 7:09 PM
To: [log in to unmask]
Subject: Event-triggered Email Deletion

My company is facing a retention conundrum and are looking for ideas from RIM's best and brightest.

We're currently deploying Symantec's Enterprise Vault with Exchange managed folders to apply retention to "record" email.  A set of folders will be provided in our users' mailboxes, and they are to drag record emails into the folders for retention beyond our default two-year auto-delete policy.

Our issue is that about half of our retention folders have event-triggered retention periods (ACT +), and our tool can only calculate retention based on the email's send/receive date.  Getting rid of the event triggers is out of the question at this stage of the game, so our only option seems to be determining an appropriate buffer period to be added to the retention period for each folder to create a window during which the event can be presumed to take place.  Our Enterprise Vault consultant, who is very knowledgeable, says that he's seen other organizations do this based on reasonable assumptions about the typical duration of audits, length of employee tenure, etc.  We've tried to gather this type of information from our users, but we're finding it unhelpful.  Another option is to come up with a standard buffer period that we could apply to each of these folders, but we have no idea what would be considered reasonable.

I searched the listserv archive and didn't find any discussions that addressed this exact issue.  Does anyone have any suggestions as to how best to approach this?

Thank you in advance!

Maryanne

Maryanne B. Siek, MA, MS
Director, Records Management
Freeport-McMoRan Copper & Gold
4435 E. Cotton Center Blvd.
Phoenix, AZ 85040
Office: 602-345-5609
Cell: 602-826-2208


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