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Records Management DepartmentPolicy and ProceduresInstructions for Completion of Destruction Request Forth Destruction Request form should be completed and two copies are to be made. Submit the original
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How to fill out records retention program manual

01
Start by gathering all relevant records related to your organization's activities.
02
Categorize the records into different types, such as financial records, employee records, legal records, etc.
03
Create a record retention schedule which specifies the retention period for each type of record.
04
Define the appropriate storage method for each type of record, whether it's physical or electronic storage.
05
Develop procedures for managing and organizing the records, including indexing, labeling, and tracking.
06
Establish guidelines for secure access and retrieval of the records, ensuring that only authorized personnel can access them.
07
Train employees on the proper record retention practices and provide them with the necessary tools and resources.
08
Regularly review and update the records retention program to ensure compliance with legal requirements and organizational needs.
09
Implement a process for disposing of records that have reached their retention period, following legal guidelines and requirements.
10
Conduct periodic audits and assessments to evaluate the effectiveness of the records retention program and make necessary improvements.

Who needs records retention program manual?

01
Any organization that generates or receives records as part of its business operations can benefit from having a records retention program manual. This includes businesses, government agencies, educational institutions, healthcare organizations, non-profit organizations, and more.

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A records retention program manual is a document that outlines the policies and procedures for managing the retention and disposal of records within an organization, ensuring compliance with legal and regulatory requirements.
Organizations that create, receive, or maintain records that fall under regulatory requirements are typically required to file a records retention program manual.
To fill out a records retention program manual, organizations should first identify the types of records they manage, specify retention periods for each record type, outline procedures for storing and disposing of records, and ensure compliance with applicable laws.
The purpose of a records retention program manual is to provide a clear framework for managing records, ensuring that they are retained for the required duration, protecting sensitive information, and facilitating efficient record retrieval and disposal.
The information that must be reported on a records retention program manual includes record types, retention schedules, storage locations, responsible parties for record management, and procedures for record disposal.
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