Peter K wrote:

"Ask yourself these questions

Is there a business process that produces this item?
Does this support a business process or decision?
If not associated with a business process what purpose does this item serve.
If no statutory/regulatory citation exists saying how long to retain this
item ask yourself these questions

Is there an operational reason for retaining the record?
Is there an administrative reason?
Is there a financial reason?
Is there a legal reason eg contract based
Is there a historical/archival reason."

Both dashboard definitions in this thread match the notion of a dashboard telling you, much like it does in a vehicle:

- where you are
- where you're going
- where you've been

That data can help someone answer Peter's questions ... and might possibly be a record.

- Michele

Michele Kersey
IBM ECM Product Marketing
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http://twitter.com/michelekersey
919.408.7899
Druthers expressed here are mine and not those of my employer.


-----Original Message-----
>From: Peter Kurilecz <[log in to unmask]>
>Sent: Jul 28, 2011 6:23 PM
>To: [log in to unmask]
>Subject: Re: Dashboards
>
>On Thu, Jul 28, 2011 at 4:51 PM, Mimi Dionne <[log in to unmask]> wrote:
>
>> Although I haven't found a number of USA-federal citations to support
>> declaring
>> dashboards as records, t
>>
>
>
>the lack of a federal citations does not mean that an item is not a record.
>Many RMs and others have becoming entirely too dependent upon
>legal/regulatory citations to determine whether or not an item is a record.
>Ask yourself these questions
>
>Is there a business process that produces this item?
>Does this support a business process or decision?
>If not associated with a business process what purpose does this item serve.
>If no statutory/regulatory citation exists saying how long to retain this
>item ask yourself these questions
>
>Is there an operational reason for retaining the record?
>Is there an administrative reason?
>Is there a financial reason?
>Is there a legal reason eg contract based
>Is there a historical/archival reason.
>
>answer those questions and you'll be able to determine how long to keep the
>item
>-- 
>Peter Kurilecz CRM CA
>[log in to unmask]
>Richmond, Va
>http://twitter.com/RAINbyte
>http://tech.groups.yahoo.com/group/RAINbyte/
>http://paper.li/RAINbyte/rainbyte
>Information not relevant for my reply has been deleted to reduce the
>electronic footprint and to save the sanity of digest subscribers
>
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