Good Morning,

We have a list of 100+ numbered, operational forms which are often used by 
multiple groups (i.e. Corrosion, Measurement, Pipeline Compliance, OSHA 
Safety, etc.). All forms are currently accounted for through a forms matrix 
which contains information about who the responsible office is for retention, 
where and how long they should be retained, etc. In building our Retention 
Schedule, I would like to list these forms under the function they support. I 
would also like to keep the forms matrix as it is a handy tool and directly 
connected to our O&M manual. I guess I’m curious to know how other 
companies handle operational forms that cross functional lines. 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?
Any insight is appreciated.
Happy Holidays!

Todd Johnson, CRM, ERMm
Manager - Records & Information Management
Southern Star Central Gas Pipeline
Direct: (270) 852-4512
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