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Review aging items against client status, handling instructions, retention rules, and contact attempts before an authorized person decides return, forwarding, continued storage, or disposition.

FieldValue
Business areavirtual-office-mailroom
Primary rolevirtual-office-mailroom-manager
Frequencyweekly
Privacy sensitivityhigh
Security sensitivityhigh
Compliance reviewneeded

Trigger and handoff

Trigger: An item reaches an aging threshold or the recipient service ends.

Inputs

  • Aging custody list
  • Client status and instructions
  • Contact attempts and retention policy

Outputs

  • Approved next action
  • Updated custody and contact record
  • Escalated legal or disputed item

Current manual methods

  • Shelf inspection
  • Repeated reminder
  • Bulk disposal day

Human judgment and approvals

  • Interpret status

  • item type

  • dispute

  • and duty

  • Decide when expert or client review is needed

  • Approval: Manager approves return or disposition; specialist reviews legal-process items

Failure modes

  • Items are disposed from age alone
  • Former-client instructions conflict with legal or contract duties

Success metrics

  • Aging items have documented authorized actions
  • No disposition occurs solely from an automated threshold