I currently have our records management folders set up for our various departments. When creating folders inside of the department records management folders, most often your records types (i.e. FIN113 W-9 Forms) are listed under those department parent folders and retention is set on the record type folders. The record type folders may also contain year folders which inherit the retention of the record type. See attached Screen Shots.

My question is: what is the preferred or recommended practice for classifying the individual records to the retention? Are most organizations using dynamic fields, which allows the user to first select their department and then the particular record type? Example: (Template Field: Department): Finance; (Template Field: Record Type): FIN113 W-9 Form. Many retention schedules could have hundreds of record types, and using dynamic fields would narrow the choices for the user by department, otherwise they would have to choose from a very large list of all record types. Alternatively, are any organizations using BIG Buckets, where the user would choose from a list of actual retention times (i.e. 3 years, 7 years, Closed+7, etc.) This would not be the preferred as your relying on your users to know the specific retention of the record. Most if not all of my Laserfiche templates would contain the same dynamic field for Department & Record Type, so no matter what the record or department is, they can be tied to their repsective retention. Having these fields would also help with pushing the records to the proper Rec.Mgmt. folder by TRM workflow.

Any thoughts from the Laserfiche Experts and Community would be most appreciated!