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Record Retention: Keep It or Toss It? By: Deanna Sale & Roger Rates we welcome the New Year, why not add record retention to your New Year's resolutions list. Make this the year you organize your

How to fill out record retention keep it

How to fill out record retention keep it:

1. Identify the types of records that need to be retained. This may include financial documents, legal contracts, employee records, customer information, and more.
2. Determine the required retention period for each type of record. Different types of records may have different retention requirements based on regulations and industry standards.
3. Organize the records in a systematic manner. Use folders, files, or a digital document management system to keep track of each record and ensure easy retrieval when needed.
4. Label each record with relevant details such as the title, date, and retention period. This will help with organization and enable efficient tracking of records.
5. Establish a record retention schedule. This should outline when records can be destroyed or disposed of after the required retention period has passed. Make sure to follow legal and regulatory guidelines when disposing of records.
6. Implement a regular review process. Periodically review your record retention system to ensure that it remains up to date and compliant with any changes in regulations or business needs.
7. Train employees on proper record retention practices. Make sure all staff members understand the importance of record retention and know how to correctly handle, file, and store documents.
8. Store records securely. Depending on the sensitivity and nature of the records, consider using locked cabinets, password-protected digital storage, or encrypted cloud storage to protect confidential information.

Who needs record retention keep it?

1. Businesses and organizations of all sizes and across various industries may need record retention to comply with legal and regulatory requirements.
2. Companies that handle sensitive customer information, such as healthcare providers or financial institutions, often have specific record retention obligations to safeguard privacy and security.
3. Government agencies and educational institutions may have record retention obligations to maintain transparency, accountability, and historical documentation.
4. Non-profit organizations may need record retention to track donor information, financial records, and compliance with tax regulations.
5. Individuals may also benefit from record retention, especially when it comes to personal financial documents, legal contracts, or important correspondence. Organizing and retaining these records can help with future reference and legal purposes.

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