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RECORDS RETENTION SCHEDULE FOR PARISHES & FAITH COMMUNITIES Catholic Archdiocese of Seattle VERSION 1.09 (2021)RECORDS RETENTION SCHEDULE FOR PARISHES & FAITH COMMUNITIESAUTHORIZATION: Version 1.09
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How to fill out records retention schedule for

01
Start by gathering all the relevant documents and records that need to be included in the retention schedule.
02
Identify and classify the different types of records based on their importance and legal requirements.
03
Assign retention periods to each type of record, which specify how long they need to be retained before they can be disposed of.
04
Clearly document the retention periods and any applicable legal citations for each record type in the schedule.
05
Ensure that the retention schedule complies with any industry regulations or legal requirements that apply to your organization.
06
Make sure to regularly review and update the retention schedule to reflect any changes in regulations or internal policies.
07
Communicate the retention schedule to relevant personnel and ensure that they understand their responsibilities regarding record management.
08
Implement appropriate record management systems and processes to facilitate the effective retention and disposal of records.

Who needs records retention schedule for?

01
Businesses and organizations of all sizes and industries can benefit from having a records retention schedule.
02
Government agencies, healthcare providers, financial institutions, and legal firms are often required by law to maintain and follow a retention schedule.
03
Records managers, compliance officers, and legal departments within organizations are typically responsible for creating and maintaining the records retention schedule.
04
Having a records retention schedule helps ensure compliance with legal and regulatory requirements, reduces litigation risks, improves operational efficiency, and facilitates the proper management and disposal of records.
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Records retention schedule is a document that outlines how long different types of records should be kept before they are destroyed or transferred to archives.
Businesses and organizations of all sizes are required to file records retention schedule.
Records retention schedule can be filled out by documenting the types of records being kept, the retention periods for each type of record, and any special requirements for handling or storing the records.
The purpose of records retention schedule is to ensure that important records are kept for the appropriate amount of time, while unnecessary records are disposed of in a timely manner.
Information such as the type of records being kept, retention periods, and any special handling requirements must be reported on records retention schedule.
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