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How to Build a Modern Software-Ready Retention Schedule, DEEP DIVE

Tue, Jul 22

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Online Class Via Zoom

Learn how to adapt your retention schedule so it can be used by any modern electronic recordkeeping software.

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How to Build a Modern Software-Ready Retention Schedule, DEEP DIVE
How to Build a Modern Software-Ready Retention Schedule, DEEP DIVE

Time & Location

Jul 22, 2025, 10:00 AM – 6:00 PM EDT

Online Class Via Zoom

About the Event

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”.


Retention Schedule Fragment
Retention Schedule Fragment

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