Case Study

Creating retention rules

Creating retention rules

Pages 4 Pages

Creating retention rules Institutions of all sizes are taking steps toward improving their records management practices. They are implementing policies to ensure that they are not holding on to records beyond their retention periods. At the same time, they are finding ways to ensure that their records are not deleted prematurely. Loyola University Chicago (LUC) is a pioneer in this endeavor. LUC recognized early on that automating retention and disposition schedules is a critical component to error prevention. They automate using the Records Management module associated with their DocFinity enterprise content management (ECM) system. DocFinity considers every document to be a record—some simply have more critical timelines than others. LUC is in the process of defining retention rules for

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