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This document provides guidance on the retention scheduling of various public records held by local authorities and health services under the Public Records Act 1958, including records from courts,
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How to fill out retention scheduling - nationalarchives

How to fill out Retention Scheduling
01
Identify the type of content that requires retention scheduling.
02
Determine the retention period for each type of content based on legal, regulatory, and operational requirements.
03
Create a schedule that outlines when content should be retained, archived, or deleted.
04
Document the retention schedule in a formal policy to ensure clarity and compliance.
05
Regularly review and update the retention schedule as needed to reflect changes in regulations or organizational needs.
Who needs Retention Scheduling?
01
Organizations that handle sensitive or regulated information.
02
Compliance officers responsible for adherence to legal standards.
03
IT departments managing data storage and retention systems.
04
Legal teams ensuring that document retention policies are followed.
05
Management looking to optimize data management practices.
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People Also Ask about
What is an example of record retention?
For instance, a letter pertaining to a particular contract would be retained as long as the contract (15 years after expiration). Records that support a particular project should be kept with the project and take on the retention time of that particular project file.
What do you mean by retention period?
A retention period is a pre-established timeframe for how long data will be stored for. For example, a business may have a 3 year retention period where data is stored securely for 3 years, then destroyed after that retention period has passed.
How do I create a retention schedule?
How to Implement a Records Retention Schedule Know Your Regulatory Requirements. Classify Your Records. Determine Document Retention Periods. Keep Your Records Organized. Regularly Update Your Retention Schedule.
What is the purpose of the retention period?
A retention period (associated with a retention schedule or retention program) is an aspect of records and information management (RIM) and the records life cycle that identifies the duration of time for which the information should be maintained or "retained", irrespective of format (paper, electronic, or other).
What are data retention periods?
Data retention policies concern what data should be stored or archived, where that should happen, and for exactly how long. Once the retention time period for a particular data set expires, it can be deleted or moved as historical data to secondary or tertiary storage, depending on the requirements.
What is a retention schedule?
A retention schedule is a list of the types of records (record series) created, received, and used by an institution along with information on how long to keep them and when to delete them.
What are examples of a retention period?
Personnel records Type of recordRetention period Occupational Safety and Health Administration (OSHA) logs 6 years Personnel files (from date of termination) 4 years Employment eligibility verification (I-9 Form) 3 years Union agreements and individual employee contracts (from date of termination) 3 years3 more rows
What is an example of retention data?
The retention rate is typically the inverse of the turnover rate for your company. For instance, if your employee retention rate is 92%, then your turnover rate would be the remaining 8%, which is the difference between the retention rate and the total percentage of employees (100%).
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What is Retention Scheduling?
Retention Scheduling is a systematic approach to determining how long an organization should retain various types of records and documents before they are disposed of or archived.
Who is required to file Retention Scheduling?
Organizations and businesses that manage records need to file Retention Scheduling to ensure compliance with legal, regulatory, and operational requirements.
How to fill out Retention Scheduling?
To fill out Retention Scheduling, identify the records to be retained, categorize them, specify the retention period, and document the methods for disposition after the retention period ends.
What is the purpose of Retention Scheduling?
The purpose of Retention Scheduling is to ensure that an organization maintains necessary records for an appropriate period for legal compliance and operational effectiveness while reducing the risk of retaining unnecessary or outdated information.
What information must be reported on Retention Scheduling?
The information that must be reported on Retention Scheduling includes the record type, retention period, legal requirements for retention, and the intended disposition method after the retention period has expired.
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