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Sunny slope County Water District RECORD MANAGEMENT and RETENTION POLICY 1. Introduction The purpose of this Management Policy Statement is to establish policy with respect to the maintenance, use,

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How to fill out record management and retention

01

Identify the types of records to be managed and retained.

02

Create a comprehensive record management policy outlining procedures and guidelines.

03

Establish a system for categorizing and organizing records.

04

Ensure all employees are trained on proper record management practices.

05

Regularly review and update record management procedures to ensure compliance with regulations.

Who needs record management and retention?

01

Any organization, regardless of size or industry, can benefit from record management and retention.

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Businesses, government agencies, healthcare providers, legal firms, and non-profit organizations are among those who can benefit from implementing record management and retention policies.

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What is record management and retention?

Record management and retention is the practice of identifying, maintaining, and storing records in order to meet legal, operational, and regulatory requirements.

Who is required to file record management and retention?

All organizations, businesses, and individuals who generate, collect, or maintain records are required to file record management and retention.

How to fill out record management and retention?

Record management and retention forms can be filled out electronically or by completing a hard copy form with the required information.

What is the purpose of record management and retention?

The purpose of record management and retention is to ensure that records are kept in an organized manner, easily accessible when needed, and retained for the required period of time.

What information must be reported on record management and retention?

Information such as the type of record, date of creation, retention period, and storage location must be reported on record management and retention forms.

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