Authoritative analysis on records management, information governance, eDiscovery, and regulatory compliance.
Retention & SchedulingWhen your Records Control Schedule changes, you need to communicate those changes to staff quickly and clearly. A poorly written announcement leads to confusion, noncompliance, and records sitting in
Classification & TaxonomyYou ve built a controlled vocabulary in SharePoint s Term Store. Your team tags documents with the correct function, activity, and retention class. You assume those tags drive retention behavior. They
Information GovernanceYou re facing a choice that will define how your organization approaches retention compliance over the next decade. One path keeps you focused on what you know: managing discrete records, applying ret
Retention & SchedulingScope This guide outlines the technical and structural steps to convert a Records Control Schedule into executable system logic. Use it when: Configuring retention automation in ECM, EDRM, or HR syste
Get weekly security insights and compliance updates delivered to your inbox.
Information GovernanceWhat Changed Australian state governments recently published detailed guidance on managing records in Microsoft 365, highlighting a shift in how regulators view cloud platforms. The Victorian governme
Retention & SchedulingUnderstanding the Problem You ve got a Records Control Schedule . It s sitting in a SharePoint folder, printed in a binder, or locked in a PDF that Legal approved three years ago. And it s doing absol
Audit & AssessmentThe Problem: Why This Matters Now You ve just been named Records Management Officer for your county or municipality. Your governing body expects compliance with the Local Government Records Act . Your
Roles & GovernanceThe Problem: Why This Matters Now Your county faces regulatory compliance obligations under state records laws, but responsibility is fragmented across elected officials who each run their own retenti
Disposition & DestructionYou ve put it off long enough. That filing cabinet from 1997, the SharePoint site no one can explain, the banker s boxes marked Important? , they re taking up space and creating risk, and nobody remem
Metadata & StandardsThe Challenge A records management team at a mid-sized enterprise developed what seemed like a comprehensive retention schedule for AI-generated content. They cataloged every tool and created categori
Retention & SchedulingYou re facing a regulatory change affecting three record categories. Your legal team insists on immediate updates to the schedule, and your compliance officer concurs. But should you act now or wait f
Archival ManagementThe Department of Justice s recent memo claiming the Presidential Records Act is unconstitutional triggered a lawsuit from the American Historical Association and American Oversight. Beyond the consti
Laws & RegulationsIf you received a Paycheck Protection Program loan, you might be eager to move past pandemic recordkeeping. Your loan forgiveness came through, the crisis ended, and you ve resumed normal operations.
Laws & RegulationsThe wave of state privacy laws is here. Virginia s VCDPA took effect on January 1, 2023. Colorado followed on July 1, 2023. Connecticut, Utah, Iowa, Montana, Tennessee, and Indiana are also on board.
Retention & SchedulingUnderstanding the Impact on Records Management Managing a local government records program in Texas is about to get more complex. The third edition of Local Schedule PW becomes effective June 30, 2026
Disposition & DestructionWhat Happened A federal agency submitted a records control schedule to NARA for approval. The schedule reached the internal review stage, then stalled. The appraiser returned it with questions the age
Retention & SchedulingPurpose of the Template Your records retention schedule specifies when to dispose of records. This checklist guides your team on how to do it, avoiding common pitfalls: ghosting (ignoring files), clin
Disposition & DestructionUnderstanding the Issue The National Archives and Records Administration (NARA) released an updated Guide to Inventorying, Scheduling, and Disposition of Federal Records, revealing a critical weakness
Retention & SchedulingThe ISD s new Guide to Inventorying, Scheduling, and Disposition of Federal Records marks a shift from documentation-focused compliance to workflow-focused compliance. For the first time, NARA explici
