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Subject:
Re: Updating Retention Schedules
From:
Maureen Cusack <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Wed, 8 Jun 2011 16:14:27 -0700
Content-Type:
text/plain
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text/plain (55 lines) 
Unless the update is merely punctuation or spelling (or maybe syntax) I keep
each update as a new and different record and I carefully date the old one,
using the last date it was in effect, i.e. yesterday. I have only one
functional-based schedule.

You never know when a seemingly minor change creates an issue
requiring you to explain when and why you made that change. So I also keep a
separate record, a single cumulative record, about schedule changes: the
reason for changes, record owners consulted, dates of consultation, record
classes affected, record types affected. I also keep emails of these
discussions. When asking people to review their record classes, I usually
forward or attach the last email chain, i.e. from 18 months ago or
whenever. It helps people understand exactly what they are reviewing, as a
starting point. But sometimes I like to start fresh by asking people to
simply review what's in the schedule now, without giving hints about what to
pay attention to.


On Wed, Jun 8, 2011 at 10:03 AM, Adam Herbst <[log in to unmask]> wrote:

> 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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-- 
Maureen Cusack
San Francisco, CA
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