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RECORDS MANAGEMENT HANDBOOK Records Retention Handbook Introduction / RMC STATE OF CALIFORNIA RECORDS MANAGEMENT HANDBOOK RECORDS RETENTION The Records Management Program section of the State Administrative

How to fill out records management handbook

How to fill out records management handbook:

1. Begin by gathering all necessary documents and records that need to be included in the handbook.
2. Organize these documents in a logical order that will make it easy for users to navigate and locate information.
3. Create sections and chapters within the handbook that address different aspects of record management, such as record creation, retention, disposal, and access procedures.
4. Include clear instructions and guidelines for each section, outlining the proper procedures and requirements for managing records in each area.
5. Use a consistent format and style throughout the handbook to maintain clarity and readability.
6. Consider including examples or templates for various record management forms or documents that may be useful for users.
7. Ensure that the handbook is regularly updated to reflect any changes in record management practices or regulations.
8. Review the completed handbook for accuracy and completeness before distributing it to employees or other stakeholders.

Who needs the records management handbook:

1. Organizations and businesses of all sizes that have a significant amount of records and documentation to manage.
2. Records managers or professionals responsible for developing and implementing records management programs within an organization.
3. Employees who handle or manage records as part of their job responsibilities.
4. Auditors or compliance officers who need to understand the organization's record management procedures and practices.
5. Legal and compliance professionals who need to ensure that the organization is following best practices and regulations regarding record management.

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