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Page 1Records Retention Scheduling Workshop Sheila Taylor, IGP, CRM 27 April 2015Page 2Records Appraisal Exercise RECORD SERIES Bank Account Statements and Reconciliations Unsolicited Employment Applications Equipment Inspections

How to fill out records retention scheduling

How to fill out records retention scheduling:

1. Start by gathering all relevant records and documents that need to be included in the scheduling. This can include physical files, digital files, emails, and other forms of records.
2. Create a comprehensive inventory of all the records, including their type, creation date, importance, and any relevant legal or regulatory requirements for retention.
3. Determine the appropriate retention periods for each type of record. This can be based on legal requirements, industry standards, or internal policies.
4. Consider any exceptions or special circumstances that may require different retention periods. For example, certain records related to litigation or potential legal disputes may need to be retained for longer periods.
5. Consult with legal, compliance, or other relevant departments to ensure that the proposed retention periods comply with any legal or regulatory obligations.
6. Once the retention periods have been established, create a clear and organized schedule that outlines when each record should be disposed of or destroyed.
7. Ensure that the scheduling is easily accessible to all relevant personnel who may need to refer to it. This can be done by storing it in a shared drive, document management system, or other accessible location.

Who needs records retention scheduling:

1. Any organization or business that handles sensitive or confidential information should have records retention scheduling in place. This can include industries such as healthcare, finance, legal, and government.
2. Compliance and legal departments play a crucial role in ensuring that records retention scheduling is properly implemented. They are responsible for understanding and interpreting relevant laws and regulations.
3. Human resources departments often need records retention scheduling to manage employee records, such as performance evaluations, payroll records, and benefits information.
4. IT departments may require records retention scheduling for managing digital records, backups, and ensuring data privacy and security.
5. Records management professionals or specialists are typically involved in implementing and maintaining records retention scheduling systems and processes.
6. Auditors and regulators may also require access to records retention scheduling to ensure compliance with laws and regulations.

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What is records retention scheduling?

Records retention scheduling is the process of determining how long to keep records before they are destroyed or transferred to an archive.

Who is required to file records retention scheduling?

Organizations and businesses are required to file records retention scheduling.

How to fill out records retention scheduling?

Records retention scheduling can be filled out by identifying the types of records, determining the retention periods, and creating a schedule for disposal.

What is the purpose of records retention scheduling?

The purpose of records retention scheduling is to ensure that records are kept for an appropriate period of time to meet legal, regulatory, and business requirements.

What information must be reported on records retention scheduling?

The information reported on records retention scheduling includes the types of records, retention periods, and disposal methods.