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Record Retention Schedule: http://www.marshall.edu/president/board/policies/retentionschedule.pdfRECORD RETENTION SCHEDULE
INTRODUCTION:
A record series is a group of related records filed and/or
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How to fill out record retention schedule httpwww
How to fill out a record retention schedule httpwww:
01
Begin by gathering all relevant documents and records that need to be included in the schedule.
02
Organize the records based on their type or category for easier management and reference.
03
Determine the appropriate retention periods for each type of record. This can be based on legal requirements, industry standards, or internal policies.
04
Clearly document the retention periods for each type of record on the schedule. Include the start and end dates of the retention period.
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Ensure that any specific requirements or exceptions for certain types of records are noted on the schedule as well.
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Review the completed record retention schedule to verify its accuracy and completeness.
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Store the record retention schedule in a secure and accessible location, making sure that relevant personnel are aware of its existence.
Who needs a record retention schedule httpwww:
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Businesses and organizations of all sizes and industries can benefit from having a record retention schedule.
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Industries with specific compliance requirements such as healthcare, financial services, and legal firms often require a record retention schedule.
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Government agencies and organizations that deal with sensitive information also need a record retention schedule to ensure proper management and disposal of records.
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Non-profit organizations and educational institutions may also need a record retention schedule to comply with regulations and maintain transparency.
Overall, any entity that generates and maintains records should consider having a record retention schedule in place to effectively manage and control their records.
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