I also see no reason why you shouldn't make a retention schedule a user
friendly and more useful document. In fact when you are working in larger
enterprises where you may need to send your schedules to clients that need
to implement your schedule themselves and without your up-close-and-personal
supervision, including instructions is a great idea. In fact I call it a
"retention standard."
A standard has all our records management-ease spelled out. "TA" becomes
"Tax Audit." Time periods are defined (7 years not 7). Why keep our
instructions a mystery? Why not make a retention schedule useful?
Just my most humble opinion.
Rock on!
Sharon
Sharon Burnett
Seattle Washington USA
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