I agree with Mary - trying to keep them together can get pretty messy when
disposal time comes.  I faced this when I worked for a home healthcare
company in California which had operations in 47 states.  We found the
simplest method was to maintain each group separately.  Meant more work up
front segregating them in the beginning but was much easier when we
destroyed them

Bruce White, CRM, PMP
Virginia Beach, VA
e-mail: [log in to unmask]
LinkedIn:  http://www.linkedin.com/in/bblanco


*"Life is like riding a bicycle. To keep your balance you must keep
moving." -- Albert Einstein*


On Thu, Jun 12, 2014 at 11:11 PM, mwhaider <[log in to unmask]> wrote:

> As a rule of thumb you separate records so that only one records
> category/classification - all with the same retention time - are put in any
> given box.  For example, Personnel files are usually boxed in the year that
> the employees are terminated; they are not mixed with Medical Files or any
> other record category that may apply to employees.  It is better (and
> easier for disposition) to have a partially filled box than to mix record
> categories and retention times.
>

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