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Wed, 21 Mar 2007 07:44:28 -0500 |
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Greg,
Can you give us some more detail on the Why's of retention being assigned
at the file level ? Simpler I'll agree with but essential will take some
convincing. I'm also confused when you say file or record level- I think
those can be different.
Truer words were never spoken, John. It's not just easier, but essential,
that retentions be applied at the file or record level, not an individual
document level. This point so often gets obscured in discussions of
retention, especially of emails.
Some examples I can think of are
Multiple documents that make up a record being stored in different files.
It happens in todays electronic world
Filing systems that are set-up/managed by project and or have event
triggers to start a retention clock. You could have multiple retention
periods all starting under a single trigger event,in single files.
Instances where security access is assigned to a record series instead of
the file level . This could cause an entire folder to be locked down for
restricted access when in reality only a small % of the documents are
actually affected. This is an actual example on trying to make Foreign
nationals more productive at my company.
I've struggled with this myself and trying to dump docs into defined files
is much different in the electronic vs. physical world.
Let the flogging begin
Thanks
Steve Petersen CRM
Records Manager
Rockwell Collins Inc
319.295.5244
"Bringing Order Out of Chaos"
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
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