New Paper – Records Retention Scheduling I: Terminology and Concepts

New Paper – Records Retention Scheduling I: Terminology and Concepts

Sheila Taylor’s latest chapter, “Records Retention Scheduling: Terminology and Concepts”, was published in the November 2020 supplement to Carswell’s Records and Information Management subscription-based service.

What’s the chapter about? It introduces records retention scheduling terminology and concepts, illustrates how records retention scheduling is records and information management best practice, highlights the benefits of records retention scheduling, and discusses records retention policy.

Where can I read the chapter? You can view the chapter in our Published Articles section of this site, or view/download it directly here. Our thanks to Carswell for providing permission for us to make this chapter available free of charge.

Stay tuned for more chapters on records retention scheduling: Sheila’s second chapter (to be published in 2021) will address records retention schedule development, including the research of legislated records retention and broader recordkeeping requirements. Her third (and final) chapter will address implementing and maintaining a records retention schedule.

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    Case in Point

    That's A Lot of Records!
    Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
    Assess, Plan and Schedule
    Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
    Step by Step Success
    Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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