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Records Management For Dummies by Blake Richardson, CRM

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Chapter 8

Know When to Hold ’em

In This Chapter

arrow Understanding the discovery process

arrow Issuing an information hold order

arrow Searching for relevant information

arrow Preserving information

arrow Maintaining an information hold order

arrow Lifting the hold

Information is a business asset that’s used for a variety of purposes, such as processing work functions and decision-making. However, in this chapter, I focus specifically on how information supports an organization in the event of actions such as lawsuits, audits, and governmental inquiries.

In the event of a lawsuit, audit, or inquiry, relevant information must be identified and protected during the duration of the event and, in many cases, after the event has concluded. This chapter provides you with an understanding of how to ensure that these requirements are met.

Discovering Discovery

Discovery is a legal term that refers to the pretrial phase of a ...

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