Re: Subject: Re: Behavioral Changes Required for Executives Implementing RM
   
  Dear Laurie,
   
  In my former company I just sent a copy of the "Universal Schedule" around.  When we eventually had Web Pages, I published it on-line.  This was a list of the "universally held records within . . . " our organization.  It listed the basics - the Record type or name, the Official Owner and how long to keep the official copy.  And a column of how long to keep the depulicates.  When I visited a department, I told them that if Accounting retained "Check Requests" for 3 years, and "you are not Accounting" - then your department is holding a duplicate - we also discussed the back up information and how it should be handled.  I handed this item out along with each department's Records Retention Schedule.
   
  Rhonda K. Boehm  
  Houston, Texas
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Date:    Mon, 18 Sep 2006 09:06:37 -0500
From:    "Carpenter, Laurie" <[log in to unmask]>
Subject: Re: Behavioral Changes Required for Executives Implementing RM

One thing I haven't seen mentioned is that when dealing specifically
with executives is the idea of records ownership within the
organization. There have been a few mentions that records belong to the
company, but no mention that in many cases, executives aren't the
"owners" of a lot of documents. A lot of what they have are COPIES 
where
the original belongs to someone else (i.e. board meeting minutes may be
"owned" by the corporate secretary, not each board member; personnel
reviews and compensation records are owned by HR, etc.). This may make
it easier when training them on how to handle the documents in their
possession.

Opinions my own and not those of my employer.

Laurie Carpenter, CRM
Records Manager
Koch Industries, Inc.
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RECMGMT-L automatic digest system <[log in to unmask]> wrote:
  There are 18 messages totalling 949 lines in this issue.

Topics of the day:

1. This week on Informata, Sep 11-17
2. FW: This week on Informata, Sep 11-17
3. Behavioral Changes Required for Executives Implementing RM

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