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Subject:
How do you handle records / legal hold orders?
From:
"Johnson Jr., Earl" <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Thu, 7 Jun 2012 15:27:49 +0000
Content-Type:
text/plain
Parts/Attachments:
text/plain (29 lines) 
Good morning,

We have a legal/records hold order in place, but would like to strengthen it.  I'm wondering if some of you wouldn't mind sharing your process for issuing, tracking, and otherwise handling legal/records hold orders?  We're especially interested in what you do when new employees come on-board, how are they notified of hold orders if they inherit a position that might have relevant records?  Or, what about when employees who may have had relevant records, change jobs?  Does the transferring employee have any continuing obligations?  How is the incoming peson transferring into the job notified?

Also, how do you track hold orders?  We use a list posted on the RM SharePoint site (and is accessible to everyon on our Intranet) to identify all active hold orders, and we've built a simple workflow that delivers a PowerPoint training presentation to key records custodians as identified by counsel, and then tracks their completion of that training, automatically.  It just seems like we ought to be  doing more....

I know that there are reference materials in the ARMA Bookstore in this area, but wanted to start here first, to see what others are doing.  I will also search the Listserv archives to view past discussions.

If you prefer responding off-list, then please feel free to reach out to me at my contact informatioin below.

Thanks.
Earl

Pipeline Records and Information Management Excellence... Get PRIMEd!
-----------------------------------------------------------------------------------------------------------
Earl Johnson, Jr., CRM
Corporate Records Manager
Colonial Pipeline Company [Description: Description: Description: Description: Description: Description: Colonial logo]
1185 Sanctuary Parkway, Ste. 100
Alpharetta, GA  30009
Internet: www.colpipe.com<http://www.colpipe.com/>  |  Email: [log in to unmask]<mailto:[log in to unmask]>
Office: 678-762-2586  |  Mobile: 404-402-4420  |  Fax: 678-762-2315


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