Extract to table

When in doubt about whether a particular document or category of ESI falls within the scope of this hold, the document or ESI must be preserved

Subject Matter Categories All documents, communications, data, and ESI relating to any of the following subject matter categories must be identified and preserved: 1

A above; • Accounting and ERP system records: All records maintained in WAL's accounting, enterprise resource planning, and project management systems relating to WP-4 costs, purchase orders, invoices, timekeeping, and labor distribution; • Engineering and manufacturing system records: CAD files, manufacturing execution system ("MES") data, quality management system ("QMS") records, non-conformance tracking databases, material review board records, and any other records maintained in WAL's engineering or manufacturing information systems; • Shared drives and cloud storage: All documents and ESI stored on shared network drives, Aldermere Systems sites, Cobalt Ridge Systems accounts, or any equivalent cloud-based storage platforms used by WAL employees in connection with any of the subject matter categories described above; • Backup tapes and archived data stores: All backup tapes, disaster-recovery media, and archived data stores that contain, or may contain, documents or ESI falling within the scope of this hold; • Personal devices: All documents and ESI stored on personal laptops, mobile phones, tablets, or other personal devices that were used by WAL employees or contractors for business purposes in connection with any of the subject matter categories described above; • Metadata: All metadata associated with any of the foregoing documents and ESI must be preserved in its native format

Paper files that would ordinarily be subject to disposition under WAL's records-retention schedule must be retained in their current location and condition until the hold is released

If WAL's backup rotation schedule would result in the overwriting or recycling of tapes containing relevant data, those tapes must be removed from the rotation cycle and segregated for preservation

If any custodian becomes aware that documents or ESI responsive to this hold are in the possession of third parties — including vendors, suppliers, consultants, or other business partners — the custodian must notify Gregory Poole immediately