Meet Our Team!
Rick Surber, Licensed Attorney / Senior Consultant

Tell us about your role at Zasio.  As a Senior Consultant at Zasio, I have the privilege of working with clients to improve their IG/RIM programs. My most requested role involves simplifying or creating records retention schedules and other RIM policies/procedures. I’m also lucky to co-lead two amazingly hard-working and talented teams at Zasio: the…

EU’s New Whistleblower Directive & Impacts on RIM

Whistleblower Directive Quick Overview The EU recently approved a new Whistleblower Directive promoting common minimum standards designed to enhance protections for Whistleblowers and prevent retaliation for participation in whistleblowing activities. The directive allows for reporting of breaches of law both internally within companies, and externally, directly to national and EU authorities, and requires the creation…

Zasio records management software offers Vital Records Retention backup options to keep from loosing records should a disaster occur.

Records Management Disaster Plan Development

Developing a Disaster Plan Do you have a records management disaster plan? Headlines about natural disasters provide a stark reminder that we can’t control our environment. However, if we plan for disasters and assess risks, we can help ensure business continuity if disaster strikes. To plan for disaster, analyze the different types of potential disasters…

Records Handling Requirements Format

Records Handling Laws: Format Requirements

Records managers often overlook laws that regulate record formats. Most companies store the bulk of their records electronically—or they’re moving in that direction. This makes it important to consider legal requirements about records formats. Permissive Format Regulations The good news is that most format regulations allow for electronic recordkeeping if you meet certain conditions. In the…

Implications of Statutes of Limitations, Privacy & Handling Requirements on Information Management

All enterprises, whether they be commercial, governmental, charitable, or any other structure, are required to follow information management regulations in some way; there are even laws regulating the president of the United States.[1] This article discusses several regulatory requirements that impact enterprises during information creation, custodianship, archival and disposition cycles. Good practice requires the identification…

ROT Introduction & Prevention Tips

ROT stands for Redundant, Obsolete, and/or Trivial information and includes all information NOT being stored for a valid business, legal or common practice purpose. It is duplicative of official records, past its useful life, and/or information that does not meet the standard for an official record. Also, it’s important to remember that ROT consists of…

What does a Permanent Retention Period Really Mean?

ARMA (Association of Records Managers & Administrators) defines a permanent record as a “record that has been determined to have sufficient historical, administrative, legal, fiscal, or other value to warrant continuing preservation.[i]” Continuing preservation implies that it extends for a long time, but just how long? Does retention end if the company goes bankrupt, or…