Manage Your Information

  • Why do I need to manage information?
    • Findability: Be able to find current and historical information.
    • Responsiveness: Increase the ability to respond to information requests in a timely manner.
    • Time and Cost Efficiencies:
      • Reduce the amount of time searching for information.
      • Increase business delivery and outcomes.
    • Quality and Integrity:
      • Know you are looking at the authoritative version.
      • Know the lineage and traceability for legal holds and Access to Information and Privacy (ATIP).
  • What information do I need to keep?

    Consult What information do I need to keep? for guidance on what to keep and what you should delete/purge on a regular basis.

  • How long do I need to keep information?
    • Documents/emails of business value (paper and electronic) must be kept following approved retention guidelines.
    • Documents/emails that are considered transitory and have no business value can be deleted on a regular basis. For more information on the retention periods that apply to your program area, consult with your Branch/Region IM Lead/Broker or contact the National Service Desk.
  • You've found documents in your office that you don't know what to do with?
    • Contact your Branch/Region IM Lead/Broker
    • Your IM Lead/Broker will reach out to the Records Office to identify requirements for those files
  • Where do I save documents/emails?

    All documents (business value or transitory) should be saved in a corporate repository (e.g., SharePoint, network drive) where they can be accessed, searched and used. ESDC corporate repositories include:

    • SharePoint
    • Network shared drive
    • Common Document Shared Drives (CDS)
    • Sensitive Document Collaboration Service (SDCS)

    Discuss with your manager to find out where your team saves its information.

    What information do I need to keep?