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Monroeville Local School District Board of Education9.24page 1Policy Manual Chapter IX MiscellaneousRECORDS RETENTION AND DISPOSAL SCHEDULE The orderly acquisition, storage and retention of School

How to fill out records retention and disposal

How to fill out records retention and disposal

1. Start by understanding the records retention and disposal policy of your organization.
2. Identify the types of records that need to be retained and disposed of.
3. Organize the records according to the specified categories or criteria.
4. Determine the retention periods for each category of records.
5. Create a records management system or use an existing one to track the lifecycle of each record.
6. Regularly review and update the records retention and disposal schedule.
7. Follow the established procedures for disposing of records, whether it's through shredding, deletion, or other appropriate methods.
8. Document the disposal process to ensure compliance and record any necessary details for audit purposes.

Who needs records retention and disposal?

1. Any organization that generates or handles records, such as businesses, government agencies, non-profit organizations, and educational institutions, needs records retention and disposal. These policies and procedures help ensure compliance with legal and regulatory requirements, safeguard sensitive information, maintain operational efficiency, and facilitate effective information management.

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What is records retention and disposal?

Records retention and disposal is the process of retaining and disposing of records in a systematic and organized manner.

Who is required to file records retention and disposal?

Organizations and individuals who are legally obligated to retain and dispose of records are required to file records retention and disposal.

How to fill out records retention and disposal?

Records retention and disposal can be filled out by documenting and categorizing records, determining retention periods, and following disposal guidelines.

What is the purpose of records retention and disposal?

The purpose of records retention and disposal is to ensure that records are appropriately retained for legal and compliance purposes, and disposed of when they are no longer needed.

What information must be reported on records retention and disposal?

Information such as the types of records, retention periods, disposal methods, and reasons for disposal must be reported on records retention and disposal.