Get the free Records Retention / Disposition Authorization - uwgb

This form is used for the authorization of records retention and disposition by agencies in Wisconsin, requiring approval from the Public Records Board.

How to fill out records retention disposition authorization

How to fill out Records Retention / Disposition Authorization

1. Gather necessary information about the records to be disposed of.
2. Identify the retention period for each category of records according to your organization's policy.
3. Complete the Records Retention / Disposition Authorization form with details such as record type, retention period, and the proposed disposal date.
4. Obtain necessary approvals from designated personnel or departments before proceeding.
5. Document the authorization process and ensure a copy of the signed form is kept for records.

Who needs Records Retention / Disposition Authorization?

1. All employees responsible for records management within the organization.
2. Department heads who oversee record retention policies.
3. Compliance officers ensuring adherence to legal and regulatory standards.

People Also Ask about

What does disposition mean in record keeping?

“Disposition” means the final retention action carried out on a Record. This may include destruction, deletion, secure destruction or deletion, or transfer for archival review or to a third party.

What is a retention and disposition?

A retention and disposition schedule is a plan of action that indicates the period of time you should retain your records. Records schedules allow you to dispose of records in a timely, systematic manner by setting retention and disposal guidelines based on administrative, legal, fiscal, or research needs.

What is the proper disposition for a permanent record?

If a document or record has historical value, your records disposition plans should include a transfer of ownership over to your archives. Should a record be sent to the archives, the retention period is indefinite, and it should be kept there permanently.

What is retention and disposition?

A retention and disposition schedule is a plan of action that indicates the period of time you should retain your records. Records schedules allow you to dispose of records in a timely, systematic manner by setting retention and disposal guidelines based on administrative, legal, fiscal, or research needs.

What does disposition mean in records management?

Disposition is a comprehensive term that includes destruction as well as other actions, such as the transfer of permanent records to the National Archives. After appraising agency records, NARA authorizes either their disposal or their transfer to the National Archives for preservation and research.

What is a record retention and disposal policy?

A record retention policy states your business's process for managing documents from creation to retention or disposal. Good policies help businesses retrieve documents for easy reference. They also help employees understand how to dispose of documents properly to protect information.

Which are the appropriate dispositions for records?

0:07 4:19 Value they can include things like routine correspondence. Meeting minutes or temporary data files.MoreValue they can include things like routine correspondence. Meeting minutes or temporary data files. The key characteristic of temporary records is that they have a limited retention.

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What is Records Retention / Disposition Authorization?

Records Retention / Disposition Authorization is an official process that outlines how long records should be kept and the procedures for their eventual disposal. It ensures compliance with legal, regulatory, and business requirements regarding the management of records.

Who is required to file Records Retention / Disposition Authorization?

Typically, all departments or individuals that create, receive, or manage records within an organization are required to file Records Retention / Disposition Authorization. This includes administrative staff, project managers, and any personnel handling sensitive or regulated information.

How to fill out Records Retention / Disposition Authorization?

To fill out Records Retention / Disposition Authorization, one should provide details such as the types of records, the retention period, justification for retention or disposal, and the responsible personnel or department for managing the records.

What is the purpose of Records Retention / Disposition Authorization?

The purpose of Records Retention / Disposition Authorization is to establish clear guidelines on how records are managed, ensure compliance with legal and regulatory obligations, minimize risk, and help organizations efficiently manage their information assets.

What information must be reported on Records Retention / Disposition Authorization?

The information that must be reported on Records Retention / Disposition Authorization includes the record title, description, retention period, the reason for retention or destruction, and any relevant legal or regulatory citations that apply to the records.