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This document provides guidelines for the retention and disposition of mail and messenger service records by State of Wisconsin government agencies.
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How to fill out general records schedule

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How to fill out General Records Schedule

01
Gather all records that need to be documented.
02
Identify the type of records you have (e.g., financial, administrative).
03
Determine the retention period for each type of record based on legal and regulatory requirements.
04
Enter the description of each record series in the schedule.
05
Specify the date range for the records being documented.
06
Include any relevant notes or special instructions for each record series.
07
Review the completed schedule with your team or manager for accuracy.
08
Submit the General Records Schedule to the appropriate authority or records management personnel.

Who needs General Records Schedule?

01
Government agencies and their employees responsible for handling records.
02
Organizations that are required to maintain compliance with legal and regulatory standards.
03
Records managers who oversee the organization’s records retention and disposition practices.
04
Any entity looking to establish an effective records management system.
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Federal law requires that all records be scheduled for disposition. - True. The Federal Records Act requires that records be managed and scheduled for disposition to ensure compliance and efficiency within federal agencies. Contractors can decide their own retention period for federal records.

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The General Records Schedule (GRS) is a set of guidelines issued by the National Archives and Records Administration (NARA) that provides approval for the disposal of certain federal records after a specified period of time.
All federal agencies are required to file a General Records Schedule to establish the retention and disposal of their records in accordance with federal regulations.
To fill out the General Records Schedule, agencies need to identify the types of records they maintain, determine the appropriate retention periods for these records as per the guidelines, and complete the GRS forms by providing necessary details about the records and their intended disposal.
The purpose of the General Records Schedule is to ensure that federal records are managed effectively, retained for the appropriate amount of time, and disposed of in compliance with legal and regulatory requirements.
The General Records Schedule must report information such as the title of the record series, the retention period, the applicable legal authority for record retention, and the method of disposal.
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