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This document is used to authorize the retention and disposition of public records as per Wisconsin state statutes, detailing the series of records, their retention periods, and final disposition
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How to fill out records retentiondisposition authorization

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How to fill out RECORDS RETENTION/DISPOSITION AUTHORIZATION

01
Begin by obtaining the RECORDS RETENTION/DISPOSITION AUTHORIZATION form from your organization's records management department.
02
Fill in the date at the top of the form.
03
Identify the type of records you are authorizing for retention or disposition.
04
Provide a description of the records, including any relevant categories or classifications.
05
Specify the retention period for the records according to your organization's policy.
06
Indicate the method of disposition (e.g., shredding, recycling) if applicable.
07
Include your name, title, and department in the designated areas.
08
Ensure that all sections of the form are completed accurately to avoid delays.
09
Review the form for any errors or missing information before submission.
10
Submit the completed form to the authorized personnel for approval.

Who needs RECORDS RETENTION/DISPOSITION AUTHORIZATION?

01
Any employee or department responsible for managing records within an organization.
02
Records management personnel who need to ensure compliance with retention policies.
03
Managers or supervisors authorizing the retention or disposal of records.
04
Legal or compliance officers monitoring adherence to retention regulations.
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0:07 4:18 Value they can include things like routine correspondence. Meeting minutes or temporary data files.MoreValue they can include things like routine correspondence. Meeting minutes or temporary data files. The key characteristic of temporary records is that they have a limited retention.
Disposition means disposal of records no longer needed for day-to-day operations by a unit, through destruction, secure destruction, or transfer to the University Archives.
A record may be dispositioned when it has reached the end of its retention period. Disposition of records may entail destroying paper or electronic records, confidentially shredding records, or transferring records to the State Archives if they have been identified as “Notify Archives” on the Retention Schedule.
A retention and disposition schedule is a plan of action that indicates the period of time you should retain your records. Records schedules allow you to dispose of records in a timely, systematic manner by setting retention and disposal guidelines based on administrative, legal, fiscal, or research needs.
Records are stored information created or received by an organization that has value and requires retention for a specific period of time. They have administrative, fiscal, legal, and historical value.
If a document or record has historical value, your records disposition plans should include a transfer of ownership over to your archives. Should a record be sent to the archives, the retention period is indefinite, and it should be kept there permanently.
“Disposition” means the final retention action carried out on a Record. This may include destruction, deletion, secure destruction or deletion, or transfer for archival review or to a third party.

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RECORDS RETENTION/DISPOSITION AUTHORIZATION is a formal approval process that outlines how long specific records should be maintained and when they should be disposed of to comply with legal, regulatory, and organizational requirements.
Organizations and entities that create, manage, and archive records, such as government agencies, corporations, and non-profits, are typically required to file RECORDS RETENTION/DISPOSITION AUTHORIZATION.
To fill out RECORDS RETENTION/DISPOSITION AUTHORIZATION, one must identify the records to be retained or disposed of, classify them according to retention schedules, provide justification for the retention period, and submit the form for review and approval by the relevant authority.
The purpose of RECORDS RETENTION/DISPOSITION AUTHORIZATION is to ensure that records are maintained for the appropriate length of time to meet legal and operational needs while minimizing the risks associated with storing unnecessary information.
The information that must be reported typically includes the record series title, description, retention period, legal citations, the department responsible, and any additional notes regarding special handling or disposal methods.
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