On 7/13/07, Vicki Perry <[log in to unmask]> wrote:
>
> Their files are organised up to a point according to their functions- so
> far so good. But above this level they are filed by project and each
> project file contains many different records series, some of which need to
> be retained for longer than others and only some will be preserved
> permanently in our archives.
The project file itself is a record series. All the documents
contained within the individual project file are used to support the
function of managing the project. IMHO all the documents/records in
the project file receive the same retention period.
At the end of the retention period you would strip out the records not
of historical/archival value, destroy them and transfer the remaining
materials to the archives.
This may seem simplistic, but it keeps the workers from constantly
going into the project file pulling items that have completed their
retention period.
--
Peter Kurilecz CRM CA
Richmond, Va
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