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Get the free Preservation of Electronic Records Workbook - archives nysed

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This document serves as a comprehensive guide for the preservation of electronic records, discussing definitions, strategies, challenges, and methods of managing and preserving e-records. It includes
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How to fill out preservation of electronic records

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How to fill out Preservation of Electronic Records Workbook

01
Start by gathering all relevant electronic records that need preservation.
02
Open the Preservation of Electronic Records Workbook template.
03
Fill in the title of the records in the designated section.
04
Include the date range of the records.
05
Specify the format of the electronic records (e.g., PDF, DOCX, etc.).
06
Provide a brief description of the content of the records.
07
Identify any metadata associated with the records.
08
List the storage location of the records (e.g., server, cloud storage).
09
Indicate the retention period for each record series.
10
Review the completed workbook for accuracy and completeness before submission.

Who needs Preservation of Electronic Records Workbook?

01
Individuals or organizations responsible for managing electronic records.
02
Legal teams needing to ensure compliance with record-keeping regulations.
03
IT departments focusing on data preservation and management.
04
Archivists and records managers tasked with preserving historical or important documents.
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The Preservation of Electronic Records Workbook is a structured document designed to aid organizations in the proper retention and management of electronic records, ensuring compliance with legal and regulatory requirements.
Organizations that handle electronic records and are subject to legal or regulatory requirements related to record preservation are usually required to file the Preservation of Electronic Records Workbook.
To fill out the Preservation of Electronic Records Workbook, organizations should follow the provided guidelines, input relevant data about their electronic records management practices, and ensure that all necessary fields are completed accurately.
The purpose of the Preservation of Electronic Records Workbook is to facilitate the systematic approach to maintaining electronic records, thereby safeguarding important information and ensuring compliance with applicable laws.
The information that must be reported includes details about the types of electronic records held, their retention schedules, the methods of preservation, and any relevant policies governing the management of these records.
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