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Subject:
From:
"Heraldo, Karen (CA - Toronto)" <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Wed, 30 Oct 2013 16:37:20 +0000
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With the democratization of IT, users want and expect complete transparency/access always; so the latter suggestion is more progressive.

Karen Heraldo 
Central Filing 
Consulting Practice 
Deloitte Inc. 
Commerce Court South 
30 Wellington Street West 
P.O. Box 400, Stn Commerce Court  
Toronto Ontario M5L 3G7  
CANADA 
Direct Line:       (416) 874-3213 
Phone Number: (416) 775-8500 
Fax Number:     (416) 874-4300
"It's not information if you can't find it!"

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Mangiaracina, Ann
Sent: Wednesday, October 30, 2013 12:31 PM
To: [log in to unmask]
Subject: [RM] SharePoint Best Practice For Moving Records to Records Center

Good Day Everyone!


For those who have implemented a SharePoint Records Center, can anyone share best practice for deciding when a document is moved from a team project site to the records center?

We had a consultant with a librarian sciences background who recommended that the Records Center only be open to a handful of people and that when a project document no longer needs to be viewed by the business, which in our case it's at the end of the retention period (Project Close + 10 years) that then it is moved to the Records Center (a true archive) and then the disposition process begins.   But that consultant is no longer with us. A new consultant without a librarian sciences background says to move it to the Records Center when it becomes a record (the trigger is project close) and then open the Records Center to the business.

Any lessons learned that you can share??    I appreciate any input anyone can provide and any pros or cons.


THANK YOU for taking the time to consider my questions!   Have a great week!!




Ann Mangiaracina
RIM Project Manager
Santa Clara Valley Transportation Authority Technology
3331 North First Street, Building C
San Jose, CA  95134
P:  408.321.7039


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