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Question

Question

Question about RME.

asked on February 28, 2014

Question about RME.  We have some documents to be retained 10 years then destroyed.  Generally, though, the real-world retention clock on each of these documents started long before they were ever entered into LF.  Example:  A file created 10/6/2005 but not entered into LF until 2014 would need to be destroyed after 12/31/2015.  

 

So, we will place each document into a record folder that has a filing date of 1/1 of the year that the documents in it were created.  So in my example, we will place our document into a record folder named "2005", with the folder's filing date set to 1/1/2005.

 

I would like the "2005" record folder to become eligible for cutoff on 1/1/2016, and then immediately disposed.  How is that configured?  I can see that a retention schedule may specify long time spans, but the cutoff setting seem to be limited to a one-year duration.  

 

Can you please advise.  Thanks.

 

 

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Answer

SELECTED ANSWER
replied on February 28, 2014

If you truly need a cutoff eligibility time-frame longer than one year, you can use the interval cutoff type - especially since you are matching the exact date in your example. Can you elaborate why you would need that to be the cutoff eligibility date though? It sounds like your records are already in retention.

 

(and yes, filing date is what you would use for backdating).

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Replies

replied on February 28, 2014

I think that just might work.  Thank you!

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