I totally agree Gary.  As I've mentioned on this list before, I start with
the premise that all recorded information is a "record".  From there we
analyze the record value and assign a record series/retention category to
determine how long to keep the record(s).  For the "transitory records" we
use a category with a very short retention that could include records with
various subject content but the value was not in its content but rather
it's transitory usefulness.

Keep in mind that records supporting (i.e. bill of ladings) the
"evidentiary" records (i.e. invoices) may be assigned the same category as
the evidentiary record (when necessary to provide support), or to the
"transitory" category if its usefulness is purely short-term.​  The key is
to define/describe the categories so it doesn't become a guessing game.

In my view this approach simplifies the work and gives all recorded
information a "category" at the beginning of the life cycle; and as Gary
says " have
your whole IG picture of your information and data in one place."

Mary

Mary W. Haider, MBA, CRM
Records & Information Manager and Consultant
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865-983-1371

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