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Jordan School District Elementary Library Media Curriculum Grade Level 4Reference Sources Skills categoryReference SourcesGrade levels4thTime required1015 minutesObjectivesStudents will be able to
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How to fill out records retention - planning:

01
Start by identifying the documents and records that your organization needs to retain. This includes both physical and electronic records.
02
Determine the appropriate retention periods for each type of record. Research legal requirements, industry standards, and any specific regulations that may apply to your organization.
03
Create a comprehensive records retention policy that outlines the specific guidelines for retaining and disposing of records. This policy should detail who is responsible for managing the retention process and provide clear instructions for employees to follow.
04
Implement a system for organizing and storing records. This could involve creating physical filing systems, implementing document management software, or utilizing cloud storage solutions.
05
Train employees on the records retention policy and procedures. Make sure they understand the importance of following the guidelines and know how to properly handle and store records.
06
Regularly review and update the records retention policy as needed. Changes in regulations or business needs may require adjustments to the policy.

Who needs records retention - planning:

01
Businesses of all sizes and industries can benefit from records retention planning. It helps to ensure compliance with legal and regulatory requirements and facilitates efficient document management.
02
Organizations that deal with sensitive or confidential information, such as healthcare providers, financial institutions, and legal firms, have a particularly high need for records retention planning to protect sensitive data and maintain client confidentiality.
03
Government agencies and nonprofit organizations also require records retention planning to meet transparency requirements, maintain historical records, and ensure accountability.
In summary, filling out records retention - planning involves identifying and categorizing records, determining retention periods, creating a policy, implementing storage systems, training employees, and regularly reviewing and updating the policy. This process is relevant to businesses, organizations dealing with sensitive information, and government agencies/nonprofits.

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