Adam,

We just move it - remove it from one schedule and add it to the other.  We have Versatile Records software so we update that too.  We retain our retention schedules permanently and keep them in individual files - so I also write a little note and add it to the file if needed.

Hope this helps.
Jeanne

>>> Adam Herbst <[log in to unmask]> 6/8/2011 12:18 PM >>>
Hi Jeanne:
We are actually changing formats on top of this.  So, let's say that a
records series that was handled by Payroll moves to Finance (picking names
out of the air), how is this handled?

(Maybe my boss is making too big an issue out of this)

Adam

On Wed, Jun 8, 2011 at 1:16 PM, Jeanne Callen <[log in to unmask]> wrote:

> Hi Adam,
>
> We have departmental (85 different schedules) schedules that are
> updated/audited at different times through-out the year - so for us - that's
> normal.  Not sure what you mean by your second question.
>
> Jeanne
>
> Jeanne M. Callen
> Records Management Supervisor
> J. J. Keller & Associates, Inc.
> (920) 722-2848 Ext. 2849
> [log in to unmask] 
> jjkeller.com
>
>
> >>> Adam Herbst <[log in to unmask]> 6/8/2011 12:03 PM >>>
>  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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