Actually the term Records Retention Schedule is often correctly used to cover both types of retention and disposition instructions. NARA's schedules are made up this way, and take a look at the State of Washington website and schedules:
http://www.sos.wa.gov/archives/RecordsRetentionSchedules.aspx
Elizabeth
A.S. Elizabeth Fairfax, MA,CA
ACA Certified Archivist/Public Records Professional
Island County Archives, Records and Information Management Program
P.O. Box 5000
1 NE 7th Street
Coupeville, WA 98239
E-Mail: [log in to unmask]
phone: 360-240-5569
fax: 360-240-5553
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Larry Medina
Sent: Wednesday, December 07, 2011 11:30 AM
To: [log in to unmask]
Subject: Re: [RM] Forms Placement On Retention Schedule
There seems to be a bit of confusion here between the purpose of an RRS
"Records Retention Schedule" and a RIDS "Records and Disposition Schedule"
http://energy.gov/sites/prod/files/cioprod/documents/1324-10.pdf
On Wed, Dec 7, 2011 at 7:02 AM, Todd Johnson <[log in to unmask]> wrote:
> 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
>
>
--
*Lawrence J. Medina
Danville, CA
RIM Professional since 1972*
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