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County Retention Schedule Summary TableSectionRecordSeriesTitleRecordSeriesDescription
CompleterecordofinformationrelevanttoCounty
CommissionermeetingsRetentionPeriodArchival?(Y/N)AdministrationAgendaPacketAdministration
AdministrationAgendas
AnnualReportsAdministrationAttorney\'sOpinionsAdministrationAuthoritytoDisposeofRecordsAdministrationBudgetRecordCopyAdministrationDepartmentalReportsAnnualSummaryAdministration
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How to fill out county retention schedule summary
How to fill out a county retention schedule summary:
01
Start by gathering all relevant documents and records that need to be included in the retention schedule summary.
02
Review each document and determine the appropriate retention period based on legal requirements and organizational needs.
03
Organize the documents into categories or groups to make it easier to create the summary.
04
Create a table or spreadsheet to document the details of each document, including its title, description, retention period, and any other relevant information.
05
Fill out the table or spreadsheet with the information for each document, ensuring accuracy and consistency.
06
Review the completed retention schedule summary to ensure that all documents have been included and that the retention periods are correctly assigned.
07
Obtain any necessary approvals or signatures required for the retention schedule summary.
08
Store the retention schedule summary in a secure location where it can be easily accessed and maintained.
09
Regularly review and update the retention schedule summary as needed to ensure compliance with changing laws and regulations.
Who needs a county retention schedule summary:
01
County government officials and administrators who are responsible for managing and preserving public records.
02
Legal and compliance personnel who need to ensure that the county is following the appropriate retention periods for records.
03
Auditors and external reviewers who may need to evaluate the county's record management practices.
04
County employees who handle and maintain records and need guidance on how to retain and dispose of them properly.
05
Citizens and other stakeholders who have an interest in understanding how long certain records are kept by the county.
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What is county retention schedule summary?
County retention schedule summary is a document that outlines the specific records that must be retained by a county government for a certain period of time before they can be disposed of.
Who is required to file county retention schedule summary?
County government officials and employees who are responsible for managing records and information are required to file the county retention schedule summary.
How to fill out county retention schedule summary?
County officials must review the records in their custody, determine the appropriate retention period for each record type, and complete the county retention schedule summary form accordingly.
What is the purpose of county retention schedule summary?
The purpose of the county retention schedule summary is to ensure that county records are retained for the appropriate period of time to meet legal and operational requirements, and to provide guidance on the disposition of records when they are no longer needed.
What information must be reported on county retention schedule summary?
The county retention schedule summary must include a list of record types, their retention periods, and any specific instructions for their retention and disposition.
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