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Retention Schedules Represent MORE than Legal Requirements – Even in ERM

The set of factors determining retention typically includes (but may not be limited to): Legal/regulatory mandates (minimum retention periods prescribed by law) The longest requirement for records included in that record series. The legal retention requirement for some of the documents in a records series may be shorter than the requirement for the record series in which it resides


Blog Entry
Solving the Challenges of Records Retention in the Cloud

In a recent blog post, we looked at several important legal considerations when storing records in the cloud . These included the question of whether electronic formats would be legally accepted as records, and also the critical issue of retaining legal control over your records in a cloud scenario

Ross Nepean's profile image


Blog Entry
Make RM Simpler

You’ll need to determine the enterprise retention periods for the Temporary and Work in Progress states. The retention periods for records are determined by the retention schedule. Streamline the legal/preservation hold process . Set a clear policy with procedures that define the who, what, when and how the legal hold process is to take place

Susan Cisco's profile image

Blog Entry
Big Bucket Approach – How's The View?

Fewer retention category choices (due to bigger, fewer retention buckets) in a retention schedule can lead to more consistent records management compliance as long as the risks of potentially longer retention periods are taken into account

Susan Cisco's profile image

Blog Entry
8 Things Your Archive Should Do

This is obvious – but the archive should be able to retain documents for defined periods of time, taking into account legal, regulatory, fiscal, operational, and historical requirements

Richard Medina's profile image

Blog Entry
Setting the Stage for Automatic Disposition

” Clearly there are barriers to systematic disposition, and I think the people-process-technology model is helpful in classifying the barriers: People – In-house lawyers are leery of destroying records, even when retention periods have been satisfied. Process – Applying the physical model for disposition (approvals by audit, legal, and/or tax before destruction) to electronic records doesn’t seem practical but not sure what to do in lieu of it

Susan Cisco's profile image


Blog Entry
Here's a Top Ten For You

Reconciling your company’s legal citations and best practices on the draft records retention schedule is a ten darn-it [1] job

Mimi Dionne's profile image