How I Learned to Love Event-Based Retention in Records Management

For many organizations, it's a painful approach to managing records because of the frequency of the retention periods. Event-Based Retention (EBR) can be defined as the process by which the disposition of records is linked to a particular trigger event, such as project closure or employee termination, rather than simple time-based periods. I evaluated Valero's existing Records Retention Schedule (RRS) and analyzed the EBR periods. Considering trigger dates, retention instructions, and the volume of records affected by EBR periods, I was able to determine which of several recommended practices are most suitable and best fit for their unique records management environment. Find out how I performed the analysis and implemented the desired changes collaborating with the RIMS team.