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BUSINESS POLICIES AND PROCEDURES MANUALRECORDS 90.01.1 Revised 819 Procedures, Records, and Forms 5093352005University RecordsRetention and Disposition RECORDS MANAGEMENT Departments are responsible

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How to fill out records retention and disposal

01

Identify the types of records that need to be included in the retention and disposal process.

02

Determine the legal requirements for retention periods of each type of record.

03

Create a records retention schedule outlining the retention periods for each type of record.

04

Ensure that all staff members are trained on the proper procedures for filling out the records retention and disposal forms.

05

Regularly review and update the records retention schedule to ensure compliance with changing laws and regulations.

Who needs records retention and disposal?

01

Organizations of all sizes and industries require records retention and disposal to ensure compliance with legal and regulatory requirements.

02

Government agencies, healthcare organizations, financial institutions, and legal firms are some examples of entities that heavily rely on proper records retention and disposal processes.

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What is records retention and disposal?

Records retention and disposal refers to the process of managing and storing important business documents and files for a set period of time before securely destroying them.

Who is required to file records retention and disposal?

All businesses and organizations are required to file records retention and disposal in order to comply with legal regulations and best practices in data management.

How to fill out records retention and disposal?

Records retention and disposal can be filled out by documenting the types of records being kept, the retention period, and the method of disposal when the retention period expires.

What is the purpose of records retention and disposal?

The purpose of records retention and disposal is to ensure that important documents are securely kept for a required amount of time before being destroyed to prevent unauthorized access or data breaches.

What information must be reported on records retention and disposal?

Information such as the type of records, retention period, disposal method, and secure storage procedures must be reported on records retention and disposal forms.

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