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Yes you would definitely do as Gary has mentioned.
Laura Brooks, CRM, MLS
[log in to unmask]
Gary Vocks <[log in to unmask]> wrote:
I think that if you change the retention period for a particular record
series the new retention would apply to all the records in that series that
you have in your possession, including older records.
Gary Vocks
Records Management Officer
Southern Illinois University
School of Medicine
Springfield, Illinois USA
----- Original Message -----
From: "Daulby, Lisa"
To:
Sent: Wednesday, June 14, 2006 2:27 PM
Subject: [RM] Do you change the retentions?
> Hello to all list members,
> I have a retention schedule question that I hope you will be able to
> assist me with. If an organization revamps/reissues its records
> retention schedule are they required to revisit their existing inventory
> of records and adjust the previously applied retentions if the new
> schedule has a different retention (longer or shorter) for a particular
> series of records? My first thought was not to change these retentions
> as they were applied when a particular version of the retention schedule
> was in place; and that going forward the new schedule would apply to new
> records. However, we know that some of the retentions in the previous
> version of the retention schedule are now considered inaccurate and/or
> outdated in light of recently issued regulatory/legal retention
> requirements.
> You thoughts on this issue would be greatly appreciated.
> Thanks in advance, Lisa
> Lisa Daulby
> (413) 348-3244
>
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