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Get the free Records Retention Schedule - Trumbull County Archives - archives co trumbull oh

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OHIO HISTORY CONNECTIONOHIO Ohio Historical Society J^^j^^ State Archives of Ohio/Pa9e J of5Local Government Records Program/DEC 3800 E. 17th Avenue Columbus, Ohio 432112497STATE AND LUMP. LOCAL STA1
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How to fill out records retention schedule

01
Identify all the types of records your organization creates or maintains
02
Determine the legal requirements for retaining each type of record
03
Create a detailed records retention schedule listing each type of record and its retention period
04
Train employees on how to properly fill out the records retention schedule
05
Regularly review and update the records retention schedule as needed

Who needs records retention schedule?

01
Any organization that creates or maintains records needs a records retention schedule to ensure compliance with legal requirements and efficient management of records
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A records retention schedule is a document that outlines how long certain types of records should be kept and when they should be disposed of.
Typically, organizations and businesses are required to file records retention schedules.
To fill out a records retention schedule, you need to categorize your records, determine how long each category should be kept, and establish a disposal plan.
The purpose of a records retention schedule is to ensure that important records are retained for the appropriate amount of time and are disposed of properly when no longer needed.
Information that must be reported on a records retention schedule includes the type of records, retention period, and disposal method.
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