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
Justifying the enablement of knowledge management as a choice for some records series at the end of their periods
Big bucket retention schedules (100-150 record series/retention categories for an enterprise) are more cost effective to maintain and increase filing accuracy for both manual and automatic classification
The bigger and more complicated the organization, the more complicated the records series (i.e. a numeric matrix of the records in an organization), which is the basic framework upon which a file plan is based. Because record series can become rather complicated, actual records should be defined based on content (and usability)— thereby allowing the automation of a retention schedule within each of the records series—as opposed to medium (e.g. e-mail) or document type (e.g. letter)
Two part webinar series on the convergence of records and content management
Most of the current ECM suites had just become so through a seemingly endless series of mergers & acquisitions - and most of the point solutions that make up the ECM stack (document management, records management, workflow, and so forth) had been on the acquired end of those deals
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Here's the latest post in our series of interviews with the speakers for our inaugural Social Business Virtual Conference which is being held completely online this September 8, 2011
If you are ready to accept that your own universe of enterprise information is growing to “infinity and beyond” and in need of being conquered to avoid "eDiscovery 3D", you can find several real-world tips here: http://zylab.wordpress.com/2010/06/25/self-destruct-email-the-final-solution-to-limit-your-ediscovery-costs-or-can-you-better-join-our-webinar-on-the-email-dilemma/ http://zylab.wordpress.com/2010/06/11/why-you-need-email-archiving-today-and-enterprise-information-archiving-tomorrow/ http://zylab.wordpress.com/2010/06/18/how-information-valuation-will-lead-to-knowledge-management/ http://zylab.wordpress.com/2010/06/01/zylab-launches-educational-podcast-series-on-ediscovery-and-information-management/
This blog is the first part of a series that asks the questions, raises some issues and maybe answers a few questions about the use of a Records Retention Schedule
Start with the retention and legal hold processes: For records, streamline your retention schedule to 50-100 record series/buckets . Julie Gable, Carol Brock, and others (including me) promulgate the benefits of applying the big bucket approach to retention schedules
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