Some initial thoughts about categories.

The first of these categories make up the majority of the documents in Scrive. The consideration around signed minutes and AGM documents is that these are often relevant to third parties (e.g. banks) for a significant time after signing.

Responsible is here the person for doing the actual archiving (and therefore deletion if appropriate ). The Org. Assistant is responsible for highlighting such documents.

For subcontractors I'm distinguishing between individuals (Chefsmappen) and larger companies (Diarium) which also reflects the relationship we have with these individuals.

*Note that pruning must never happen within less than 40 days.

@Jenny_Brandt_WMSE Since you are the main creator of Scrive documents, can you think of any other major category of documents?

I would add documents sent out to board members - a lot are the same as the ones sent out to staff. Jävs-riktlinjer etc.

In T341867#9029350, @Jenny_Brandt_WMSE wrote:

I would add documents sent out to board members - a lot are the same as the ones sent out to staff. Jävs-riktlinjer etc.

Thanks! I added it above. Spontatneously I feel those should go into Diarium but could probably be pruned (i.e. deleted from Scrive afterwards). I made a distinction between documents signed by individual board members and by the board as a group (the latter are more likely to need to be digitally verifiable).

I've updated the above in accordance with the new suggestion that all signed documents are pruned /deleted sooner or later.

Moved the current suggestion to the task description and adding som clarifications around how I was thinking.

Archiving location of board member jäv-intyg (approx. Conflict of interest statements) is one I'm a bit unsure of. Historically these have ended up in Ekonomi → ÅR → Styrelse ÅR or in Diarium.

I could also see it being archived in Kontor → ÅR → Styrelse ÅR (to clarify it is not a financial document) or in (a new) Chefer → Styrelse → ÅR or if we move ahead with T242948: Revise folder structure for Ekonomi (and Kontor) and create a Diarium-drive that could possibly have a Styrelse subfolder outside of the yearly diarium structure.

After discussions the conclusion is that jäv-intyg (approx. Conflict of interest statements) should be archived in the diarium. The reason being that there is a public interest in verifying that such a statement has been required. Should someone request the info one would however have to ensure what PII can be shared.