Date & Time: Thursday, November 2, 2017 | 1PM - 2PM EST
Themes: Records Management | Retention Schedules | Big Buckets
Overview: Revising a retention schedule can be a project that never seems to end, but there is light at the end of the tunnel. A few years ago, the University of California’s 10 campus retention schedule was very granular, obsolete, and paper-based, with 1309 record series! Their retention periods were not necessarily in line with statutes. Recognizing the need to update their retention schedule, they decided to tackle this issue head-on by using a “big bucket,” functional approach and making it easier to apply to any format of records. They decided to focus less on the record series and more on the functions that the records support. In one stunning example, they reduced 138 separate record series into a single big bucket! Join Laurie Sletten, Records Manager for the University of California Office of the President, as she takes you through how this was accomplished.
This webinar will provide information on:
- Establishing a retention schedule revision project plan in a decentralized environment
- What is the “big bucket” approach to retention schedules
- Using batches to prioritize and implement “big bucket” concepts during their retention schedule revision process
- Navigating the “big bucket” retention database
- Successes they have experienced as a result of implementing a “big bucket” approach
Duration: 45-60 minutes
Credits: CRM Credit (PENDING)| 1 LGARA Certificate Credit
Price: FREE for Members | $19.00 for Non-Members
University of California Office of the President
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