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Records Management Policy and Strategy RatifiedApprovedStatusFinalIssuedDecember 2020Approved Executive Committee CCG IG Lead NEC SIG Teleconsultation Equality Impact Assessment Distribution Date
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Start by gathering all relevant information and documents that need to be included in the records management guidance.
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Create a clear and detailed outline or template for the guidance document, including sections for different types of records and their management processes.
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Who needs records management guidance for?

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Organizations and businesses that generate and maintain records as part of their operations.
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Records management professionals who are responsible for developing and maintaining records management policies and procedures.
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Employees who are involved in the creation, storage, and retrieval of records on a regular basis.
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Records management guidance is used to establish policies and procedures for the creation, organization, maintenance, and disposal of records within an organization.
All employees within an organization are required to follow the records management guidance policies and procedures.
Records management guidance should be filled out by the designated records management officer within the organization following the provided templates and guidelines.
The purpose of records management guidance is to ensure that records are properly managed and maintained in order to comply with legal and regulatory requirements, as well as facilitate efficient business operations.
Information such as record types, retention periods, storage locations, access controls, and disposal methods must be reported on records management guidance.
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