Steve:
My guess these are customer service/call center recordings as she works for
a Pension Fund for public safety retirees. That being said, it may be
dependent upon whether the recordings are used to back up/validate
transactions, and what those transactions are.
Yvonne - am I heading in the right direction with this? If so you might
start with the retention period used when the transaction is paper-based, or
if there is web self-serve, and it has schedules, you might start there.
Also check to see if there are any issues in state laws/regs that might
restrict or complicate electronic records issues.
Tod Chernikoff, CRM
Back in Johannesburg, South Africa, again. Now off to dinner and a movie!
--------------------------------------------------
From: "Steven Whitaker" <[log in to unmask]>
Sent: Friday, May 16, 2008 12:11
To: <[log in to unmask]>
Subject: Re: [RM] IDVR retention
> Yvonne, the retention policy that any other organization has for similar
> records has no impact on or value to your organization. You or someone
> on your behalf must research and develop your own policy.
>
> Are these internal affairs interview recordings? Detective division
> recordings? 911and/or emergency dispatch call recordings? Confessions
> with or without the assistance of a rubber hose? City Council
> recordings of council proceedings? My point is that you must identify
> the records to include usage. Without a complete understanding of the
> usage and information flow you cannot do the research necessary to
> establish retention policy.
>
> In a very brief nutshell ...:
>
> Inventory (Series of interviews)
> Group records into series by function
> Include all computer systems
> Documentation
> Input
> Data
> Output (if any)
>
> Research & eliminate redundancy
> Research retention values
> * Operational (reference, how long the record copy owner dept. ACTUALLY
> references the info to do their job)
> * Fiscal (Tax, Accounting, Audit, if any)
> * Regulatory (Local, States, Federal, if any)
> * Legal (General Counsel's advice, if any)
> * Historic (Archives, historic perspective, if any)
>
> The retention for any record series will be LONGEST of the above
> retention values.
>
>
>
> Best regards, Steve
> Steven D. Whitaker, CRM
> Records Systems Manager; City of Reno
>
>>>> [log in to unmask] 5/16/2008 7:23:28 AM >>>
> Good morning,
> Do any of you have a retention in place for IDVR(Integrated Digital
> Voice Recordings)? How long do you retain these recordings according
> to
> state and legal regulations?
> <snip>
>
> List archives at http://lists.ufl.edu/archives/recmgmt-l.html
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>
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