Project Management Pack / All Documents / Formal Record Hold Investigation Form

1. Get Proposal Kit Professional that includes this business document.

This Formal Record Hold Investigation Form is included in an editable format that can be customized for your own needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional you will have all the content you need to get started with your project management.

3. Customize the project template with your own information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate merging in name/address data.

Writing the Formal Record Hold Investigation Form document

Formal Hold Investigation Form

Current Date

Records Custodians Name: Insert name of record keeper. Legal Hold Team Representative: Insert name of representative. Case ID Number: Contract Reference Number.

Request for Legal Hold Information:

Provide the details of the case and instructions to list and identify content. Use this form to document the articles that need to be preserved as part of the litigation hold. Data Owners Name Content Description Data Collection Site (file share, mailbox, backup, workstation, smart phone, etc.) Data Custodian's - Network and or Physical Location (mapped drive, file cabinet) Preserve.

(y/n) Preservation method

Filled in by Litigation Response Team.