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Eldin

You mention the need for good policies, procedures, training and compliance
for this to work.

Of course, it should never be forgotten that ALL recordkeeping systems need
such things.  EDMS/RK software (and even old fashioned paper recordkeeping
systems) is absolutely no use at all if any part of the procedural framework
is missing

Later on today (Australian time), there should be an new Archives Advice
published on the National Archives of Australia website called "Using shared
folders in conjunction with a recordkeeping system". Shared folders also
include the use of such things as Microsoft Outlook/Exchange folders.  It
will be located at
http://www.naa.gov.au/recordkeeping/rkpubs/advices/advice70.html - keep
trying if you get a page not found error.

There is also advice on "Email archiving solutions are not recordkeeping
solutions" at
http://www.naa.gov.au/recordkeeping/rkpubs/advices/advice69.html which is
relevant to this discussion.

John Lovejoy
[log in to unmask]
My own comments, which just coincidently coincide with the official views of
my employer


-----Original Message-----
From: The UK Records Management mailing list
[mailto:[log in to unmask]]On Behalf Of Eldin Rammell
Sent: Friday, April 01, 2005 1:25 AM
To: [log in to unmask]
Subject: Re: Email as records


A simple solution I've seen some organisations implement is to have an
auto-delete policy such as Tom suggests, combined with the CONTROLLED use of
Outlook group folders (PST files). The warning is that this only works when
backed up by good, documented procedures, good training and compliance by
users (implement an audit programme to assure compliance).

Any email not deemed to be a record is deleted after a brief period of time.
Any email deemed to be a record is moved into the appropriate project folder
which has an appropriate retention period applied. Without even using
Outlook add-ins, simple meta-data can be applied using appropriate folder
naming conventions, Outlook categories, subject headers and file names.

Not the most ideal solution, but one that can work, doesn't require an EDMS
and is cheap.

Regards,
Eldin.