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Effective URL: https://360.articulate.com/review/content/cd2a9169-f150-4ac4-ac8a-f94921756690/feedback
Submission: On April 08 via manual from US — Scanned from US
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This site uses cookies. By continuing to browse the site you consent to our use of cookies. Learn more here Records Management Created By Alison Newan Current Version Current Version15 hours agoVersion 3a day agoVersion 23 days agoVersion 12 months ago Review Feedback Show Resolved Comments More Sort by recent Sign In × Comments Add a comment... Maximum 5 attachments CancelPost × ENTER YOUR EMAIL ADDRESS TO COMMENT email Next × DELETE COMMENT This comment will be permanently deleted. CancelDelete Records Management Training 1.1 Records Management Training Vivian Roper an hour ago 4:42pm April 8, 2022 Could we change the graphic in the first slide - just so that it looks different from previous years 1.2 Navigation Help Vivian Roper a month ago 9:55pm March 2, 2022 I don't have a "Next", only an arrow. 1.3 Welcome Vivian Roper an hour ago 4:44pm April 8, 2022 Maybe change Business Management to just managers Vivian Roper an hour ago 4:43pm April 8, 2022 Should add "s" to Records Retention Schedules. ccirillo@archinsurance.com a month ago 10:42pm March 2, 2022 • Is there any way to enlarge the screenshot within the training session? • How is Business Management defined? • Are employees required to click on the link to the Policy before proceeding to the next page in the self paced training? 1.4 Introduction korendorf@archre.bm a month ago 12:56pm March 3, 2022 Consider capitalizing YOUR in the last sentence for emphasis. ccirillo@archinsurance.com a month ago 10:45pm March 2, 2022 Delete and replace the word "see" with "discuss" within the last sentence of the Introduction. Vivian Roper an hour ago 4:45pm April 8, 2022 agree - change "see" to "discuss" 1.5 Importance of Records Management dsossaman@archmi.com a month ago 12:13am March 9, 2022 Agree. Too much information on this slide and agree need to create some type of user engagement within material in lieu of just reading content. ccirillo@archinsurance.com a month ago 10:46pm March 2, 2022 I would add Agree with VR's comment. I would break up this slide into two separate slides. Vivian Roper a month ago 9:56pm March 2, 2022 This slide is very busy. Could we create pictures for each of the bullet points - employee would need to click on the picture to read the information. 1.6 Importance of Records Management Vivian Roper an hour ago 4:47pm April 8, 2022 last bullet - add Records before Retention Schedule. Vivian Roper an hour ago 4:46pm April 8, 2022 4th bullet - no capitalization on litigation/preservation notices 1.7 Records Management at Arch dsossaman@archmi.com a month ago 12:15am March 9, 2022 Bullets should be condensed. ...guidelines for Record: Storage, Retention, Disposal korendorf@archre.bm a month ago 1:02pm March 3, 2022 Perhaps "around" the world instead of across? ccirillo@archinsurance.com a month ago 10:48pm March 2, 2022 Could we include some examples of the different laws applicable to the different Arch worldwide locations? 1.8 What are Company Records Vivian Roper an hour ago 4:49pm April 8, 2022 Capitalize "A" on Agreements and "R" on Reports to be consistent korendorf@archre.bm a month ago 1:08pm March 3, 2022 First sentence should read "are subject to legal" rather than is. Consider adding another example for something like HR files. The scope should be broader than just business docs. ccirillo@archinsurance.com a month ago 10:51pm March 2, 2022 "...and for historical value." (since we already mention the word "needs" within the first line of the last sentence) 1.9 Filing and Storing Company Records Vivian Roper an hour ago 4:52pm April 8, 2022 bullet 5: delete "of attention" Vivian Roper an hour ago 4:51pm April 8, 2022 bullet 4: capitalize "R" on Company Records dsossaman@archmi.com a month ago 12:37am March 9, 2022 Agree that content should be condensed and create user engagement korendorf@archre.bm a month ago 1:12pm March 3, 2022 I'm concerned about the "Regularly clean out and delete files" point. Consider having a caveat that nothing is deleted that we are required to keep for any reason and/or time period. Vivian Roper an hour ago 4:51pm April 8, 2022 Maybe say: Regularly clean out and delete files that are eligible for destruction. ccirillo@archinsurance.com a month ago 10:52pm March 2, 2022 Agree with VR's comment. This is another very busy slide and the information contained within the blue boxes gets somewhat lost if the employee isn't required to review via interactive participation. Vivian Roper a month ago 9:57pm March 2, 2022 Can we make this page more interactive - clicking on an icon to read the information. 1.10 Data Classifications Vivian Roper an hour ago 4:55pm April 8, 2022 Delete "Sensitive" and leave Personal Information Vivian Roper a month ago 9:58pm March 2, 2022 This section needs to be updated based on the updated classifications in the Global Privacy and Data Handling Policy. 1.15 Records Retention, Disposition and Storage dsossaman@archmi.com a month ago 12:39am March 9, 2022 Agree. Don't think column definitions are needed ccirillo@archinsurance.com a month ago 10:56pm March 2, 2022 Do we need to create an Appendix of Arch entities for each applicable country/location retention schedule? Vivian Roper an hour ago 5:10pm April 8, 2022 I'm working with Colleen to create a link to the Global Compliance Page where all the country retention schedules will reside. I think we can add that link here. Vivian Roper a month ago 9:58pm March 2, 2022 Do we need the column descriptions? 1.16 Not Covered by the Record Retention Schedule Vivian Roper an hour ago 5:10pm April 8, 2022 add "s" to Records ccirillo@archinsurance.com a month ago 10:57pm March 2, 2022 Should we consider deleting and replacing "useful purpose" vs "legitimate business purpose"? 1.20 What is Non-Business Information? ccirillo@archinsurance.com a month ago 10:58pm March 2, 2022 "Please" dispose of Non-Business information promptly. 1.21 Disposing of Company Records dsossaman@archmi.com a month ago 12:45am March 9, 2022 Would revise first sentence to use data classification, i.e. Company Records that contain confidential and personal information must be disposed of by: "Placing documents in locked...last bullet add a "the", to the deleted items folder... 1.22 Communication Tools Vivian Roper an hour ago 5:18pm April 8, 2022 The link should really go to the policy statement in the Code on the Use of Network, .... Is there a way we can do that? Not sure it's linking to now - it took me to the IT Policies and Information page. korendorf@archre.bm a month ago 1:19pm March 3, 2022 I would remove "As most of us continue to work from home". Change to "Over the last few years... we have seen..." ccirillo@archinsurance.com a month ago 11:10pm March 2, 2022 Remove last sentence of this paragraph (stating the obvious). Vivian Roper a month ago 10:00pm March 2, 2022 I will send language to update this section. Need to stress that use of instant messages, texts and non-approved apps are prohibited when conducting business. 1.24 Texts, Chats and Instant Messages Vivian Roper an hour ago 5:15pm April 8, 2022 Change this to: Arch does not permit use of texting or instant messaging for the conduct of substantive and material business other than where specifically permitted, such as Teams Channel Chats. 1.25 What is Non-Business Information? korendorf@archre.bm a month ago 1:20pm March 3, 2022 General point... throughout the training Arch should either be called Arch or the Company. It's confusing to have both. 1.26 Disposing of Company Records dsossaman@archmi.com a month ago 12:55am March 9, 2022 Too wordy. Agree with pictures and shorten content i.e. ease of retrieval, .. Vivian Roper a month ago 10:00pm March 2, 2022 I think pictures for each bullet point may make this page more interesting. 1.27 Records Management Responsibilities korendorf@archre.bm a month ago 1:29pm March 3, 2022 I think we need another slide that specifies who to speak to if your unsure. The quiz has questions about this. We should have a slide listing compliance, manager etc. Vivian Roper an hour ago 5:19pm April 8, 2022 Alison - can you and a page on who to contact for questions? Vivian Roper a month ago 10:01pm March 2, 2022 Would like to see Everyone is Responsible to Pop, or stand out. 1.28 Assessment korendorf@archre.bm a month ago 1:22pm March 3, 2022 This was mentioned earlier but there is no "next" bottom, just an arrow. 1.32 Question 4 korendorf@archre.bm a month ago 1:28pm March 3, 2022 Not all the Questions have a "submit" bottom 1.34 Question 6 dsossaman@archmi.com a month ago 12:59am March 9, 2022 I would revise Question #6. Do not want them conducting business in text messages 1.38 Question 10 dsossaman@archmi.com a month ago 1:01am March 9, 2022 Would rewrite question #10 since one of our data classifications is now "Personal Information". we do store "Personal Information" on Arch computers. 1.39 Quiz Results Vivian Roper an hour ago 5:22pm April 8, 2022 something is still weird about the percentages... Vivian Roper a month ago 10:07pm March 2, 2022 Some of the questions had a "Submit" button, others just the arrow. Also, i got all 10 questions correct but it gave me an 89.47%? 1.40 Exit Layout ccirillo@archinsurance.com a month ago 12:16am March 3, 2022 Exit Course button isn't functional. 1.41 Highlights of the Preservation Notice dsossaman@archmi.com a month ago 12:52am March 9, 2022 On pop out slide, do not need "Local" capitalized × DELETE COMMENT This comment will be permanently deleted. 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