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Thu, 3 Jan 2008 17:28:52 -0500 |
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Ben:
A couple of questions.
Note: It appears from your e-mail address that you work in the banking
arena.
My first question is when you refer to policy, are you speaking to a broad
edict from upper management, and not department-level procedures. These are
sometimes confused.
My second question is, are these policies internal (not directed at
customers) or external (directed at customers). In the federal government,
where I did consulting for a number of agencies) one was referred to as
policy, while the other was directives.
These will lead to better answers to your question(s).
Tod Chernikoff, CRM
----- Original Message -----
From: "Greene, Ben" <[log in to unmask]>
To: <[log in to unmask]>
Sent: Thursday, January 03, 2008 16:47
Subject: [RM] Retention for Policies
Although I do not believe there are any regulations or legal retention
requirements, does anyone have any thoughts on the retention period for
past/superseded policies? I am struggling with two ideas....one where you
keep versions of old policies indefinitely (in case of litigation where
counsel wants to see policy at the time in question); and finally the idea
of
keeping only the current version of the policy. Any thoughts are welcome.
Thank you.
Ben Greene
Minneapolis, MN
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