I received this from someone who is not on the list and don't remember if
this is
a subject that has been discussed.
My guess is there are many organizations who may have the same problem
and
perhaps have some a good solution and/or thoughts to pass
along.
Here's the problem:
"I am doing some work with our Word Publishing department. I would
like to
know if you have any information about how other companies handle this type
of problem.
The problem is that many of the documents they are keeping do not fit the retention period associated with the documents. Many of our retention periods state "Retain Current plus X years". Since they are not the "Office of Record" but are a custodial source, they are unable to identify some of the documents for a retention period. An example would be contracts and agreements. Our General
Retention
Standard for contracts and agreements is Termination of contract plus 6 years, Tax Audit clearance or 1 year after warranty period whichever is later. Word Processing keeps the contract on their drive so that they can make any revisions, also some are updated yearly. They do not know when the contract expires and are keeping it for different business reasons." Any thoughts that any of you would like to pass along.
Thanks...
I have added the Archives List Serv for those who may be wearing two hats
or three hats (archives,library,RM).
Bob Dalton, CRM
DaltonConsulting
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