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Date:
Wed, 7 Dec 2011 09:16:30 -0600
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Reply-To:
Records Management Program <[log in to unmask]>
Subject:
Re: Forms Placement On Retention Schedule
From:
Jeanne Callen <[log in to unmask]>
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<[log in to unmask]>
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Records Management Program <[log in to unmask]>
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Good morning,

" Do you only list them under the function they support, do you list
them separately on a type of forms matrix, or do you manage a hybrid
structure?"

We list the form on the record retention schedule of the department
that owns/retains the form as "original" and on any department's record
retention schedule that retains a copy of the form as a copy.

For instance, if the form is owned/retained by HR in a Personnel File,
it is listed on the HR schedule as "original" - but if Accounts Payable
retains a copy of that same form in their files - it's listed on their
schedule as a copy.

Not sure if that's what you're asking - hope it makes sense.

Cold in Wisconsin this morning!
Jeanne


Jeanne M. Callen
Records Management Supervisor
J. J. Keller & Associates, Inc.® 
(920) 722-2848 Ext. 2849
[log in to unmask]
jjkeller.com

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