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The University of Texas Rio Grande Valley Records Retention Schedule (Approved in FY 201718) All official URGE records in any format must be retained for the retention periods stated in this Records Retention

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How to fill out records retention schedule

01

To fill out a records retention schedule, follow these steps: 1. Review all the types of records your organization creates and maintains. 2. Categorize the records based on their content and purpose. 3. Determine the legal, regulatory, and business requirements for retaining each type of record. 4. Create a comprehensive list of the different types of records and their corresponding retention periods. 5. Ensure the retention schedule aligns with industry best practices and legal guidelines. 6. Assign responsibility to a designated person or department for managing and enforcing the retention schedule. 7. Regularly review and update the retention schedule to reflect any changes in regulations or business needs.

Who needs records retention schedule?

01

Any organization that creates and maintains records needs a records retention schedule. This includes businesses, government agencies, educational institutions, healthcare providers, non-profit organizations, and more. Having a records retention schedule helps these organizations ensure compliance with legal and regulatory requirements, manage document storage and disposal effectively, facilitate information retrieval when needed, and protect sensitive information from unauthorized access.

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What is records retention schedule?

A records retention schedule is a document that outlines how long different types of records must be kept by an organization before they can be destroyed or transferred to an archive.

Who is required to file records retention schedule?

Organizations in various industries and sectors are required to file records retention schedules, including but not limited to businesses, government agencies, and non-profit organizations.

How to fill out records retention schedule?

To fill out a records retention schedule, organizations must categorize their records, determine how long each type of record must be retained, and create a plan for the disposal or transfer of records once their retention period is over.

What is the purpose of records retention schedule?

The purpose of a records retention schedule is to ensure that organizations retain important records for the required amount of time, so they can be easily accessed when needed and destroyed in a timely manner.

What information must be reported on records retention schedule?

A records retention schedule must include a list of different types of records, their retention periods, and the disposal or transfer methods to be used once the retention period is over.

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