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CITY OF LEMON GROVE CITY COUNCIL STAFF REPORT Item No. 1. D Meeting Date: July 2, 2019, Submitted to: Honorable Mayor and Members of the City Council Department: City Managers Office Staff Contact:
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To fill out a records management program, follow these steps:
02
Determine the purpose and goals of your records management program
03
Identify the types of records that need to be managed
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Establish a record classification system to categorize and organize the records
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Define retention periods for each type of record based on legal and business requirements
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Implement a file management system to track the location and access of records
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Train employees on the proper procedures for creating, storing, and retrieving records
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Regularly audit and update the records management program to ensure compliance
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Continuously improve the program based on feedback and changing needs

Who needs d records management program?

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Any organization, regardless of size or industry, can benefit from a records management program. It is particularly important for businesses that handle sensitive or confidential information, have legal or regulatory compliance obligations, or rely on efficient record-keeping for operational and strategic decision-making. Examples include healthcare providers, financial institutions, government agencies, legal firms, and research organizations.
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The records management program is a system implemented by organizations to properly manage and maintain their records throughout their lifecycle.
Organizations of all sizes and industries are required to file a records management program.
The records management program should be filled out by designated personnel within the organization following guidelines provided by regulatory bodies.
The purpose of a records management program is to ensure that records are properly organized, easily accessible, and compliant with legal and regulatory requirements.
The records management program should include details on record retention schedules, storage locations, access controls, and disaster recovery plans.
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