Active Record

  • Commonly referred to as “AR”.

    Active Records are records that are in use – they are not ready to be stored in the archive or record storage location. The retention period hasn’t started on these records yet, and cannot start until the record is no longer being actively used. A good example of this is customer service agreements, the retention of these records may vary from state to state, but lets say you have to keep them for 3 years after the customer has terminated service with you. In this example, the customer service agreement is considered an Active Record until the customer terminates their account with you and the retention countdown doesn’t start until the record is no longer considered an Active Record.

    Download Tooltip Pro