This might be a good time to consolidate them into a single functional schedule and simply provide departments with excerpted versions for their internal use. Updating and maintaining a single schedule is a lot easier and less error-prone than updating dozens of them.
Best regards,
John
John Montaņa
Montaņa & Associates
29 Parsons Road
Landenberg Pennsylvania 19350
610-255-1588
484-653-8422 mobile
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www.montana-associates.com
twitter: @johncmontana
On Jun 8, 2011, at 1:18 PM, Adam Herbst wrote:
> Hi Jeanne:
> We are actually changing formats on top of this. So, let's say that a
> records series that was handled by Payroll moves to Finance (picking names
> out of the air), how is this handled?
>
> (Maybe my boss is making too big an issue out of this)
>
> Adam
>
> On Wed, Jun 8, 2011 at 1:16 PM, Jeanne Callen <[log in to unmask]> wrote:
>
>> Hi Adam,
>>
>> We have departmental (85 different schedules) schedules that are
>> updated/audited at different times through-out the year - so for us - that's
>> normal. Not sure what you mean by your second question.
>>
>> Jeanne
>>
>> Jeanne M. Callen
>> Records Management Supervisor
>> J. J. Keller & Associates, Inc.
>> (920) 722-2848 Ext. 2849
>> [log in to unmask]
>> jjkeller.com
>>
>>
>>>>> Adam Herbst <[log in to unmask]> 6/8/2011 12:03 PM >>>
>> All:
>> The company I'm working for is updating its retention schedules. This will
>> be a long process.
>>
>> What have people done when one retention schedule is updated but the rest
>> of
>> the retention schedules are not? Have you published just the updated
>> schedule and added on others as they got authorized? Any thoughts on what
>> to do with records series that have moved from one business area to
>> another.
>>
>> Thank you in advance.
>>
>> Adam Herbst
>>
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>
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