How to Build a Modern Software-Ready Retention Schedule

Your retention schedule is not suitable for electronic recordkeeping – it’s going to have to change! To deploy a successful EDRMS (Electronic Document/Records Management System), you’ll need to make your retention schedule Software-Ready. A software-ready retention schedule is specifically structured to load into the recordkeeping software you’ll need to deploy for a successful EDRMS. It will never be seen or utilized by humans! It has to be machine-readable, and actionable by the recordkeeping software. Case (event-driven) activities must be properly defined, and you’ll need to express existing retention rules in machine-actionable format. In this course you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.