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It’s time to review (or create) your document retention policy

BMT Office Administration

When constructing your policy, examine legal and regulatory guidelines. Employers covered by the Family and Medical Leave Act ( FMLA ) are required to make, keep and preserve certain records pertaining to their obligations under the law. When this happens, the Uniform Preservation of Private Business Records Act serves as a guideline.

Policies 105
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Stay organized and secure with electronic records management

BMT Office Administration

Internally, anyone from a manager looking for details of past dealings with a specific client to lawyers building a defense for an improper termination lawsuit benefits from the ability to quickly and easily find what they need. Others, such as emails and social media posts, are not so obvious. Research rather than assume. OSHA forms.

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Whose meeting is it anyway?

Laughing all the Way to Work

Do you ever get a meeting request and an agenda has not been provided, or if it is a teleconference the call-in details have not been given or the boardroom hasnt been booked for an internal meeting? Whose responsibility is it anyway? When booking meetings ownership of the meeting has to be established. 23, 1 p.m. (for

Agenda 100
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We don't know what we don't know

Laughing all the Way to Work

One person can be great at software programs and know all sorts of tricks to get things done quickly and another might be excellent at organizing and managing their email account. .© Copyright Patricia Robb 2010 2 July, 2010 We dont know what we dont know We really dont know what we dont know do we? 411 Look Up 411.ca

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Pass it on.

Laughing all the Way to Work

I had no idea this could be done, but I was thrilled when I got her email, but it just proved to me once again that we are all holding on to things we take for granted that others know about. The tip she sent me was how to edit an email that you have received. Close out of the email and you will be asked to Save the changes.

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When your boss arranges meetings behind your back.

Laughing all the Way to Work

Internal meetings can usually be changed more easily so start there. If you have to reschedule, send an email apologizing, but advise that your bosss schedule has changed. (for Assess which meetings can be adjusted without too much disruption. If you find some are outdated please let me know so I can remove them from this list.

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Admin Buddies

Laughing all the Way to Work

You hear something while walking down the hall or are copied on an email and know something about the purpose of a meeting coming up. Many times I am so thankful I had that quick chat or read that email that I was copied on as that was the exact information I needed when they were away. (for 411 Look Up 411.ca