Get the free Records Management and Retention Policy Statement

Records Retention Schedule Cardinal Newman Catholic High SchoolApproved by:Ms J LangstaffLast reviewed on:1st October 2021Next review due by:30th September 2022Date: 1st October 2021Cardinal Newman

How to fill out records management and retention

How to fill out records management and retention

1. Identify the types of records that need to be managed and retained.
2. Establish a records management policy and retention schedule.
3. Train employees on how to properly fill out records and follow the retention schedule.
4. Implement a system for organizing and storing records in a secure and accessible manner.
5. Regularly review and update the records management policy and retention schedule as needed.

Who needs records management and retention?

1. Businesses of all sizes
2. Government agencies
3. Nonprofit organizations
4. Healthcare facilities
5. Legal firms
6. Educational institutions

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What is records management and retention?

Records management and retention is the process of identifying, organizing, storing, and disposing of records in a systematic and efficient manner to ensure the proper documentation of an organization's activities.

Who is required to file records management and retention?

All organizations, businesses, and individuals are required to file records management and retention to ensure compliance with legal and regulatory requirements.

How to fill out records management and retention?

Records management and retention can be filled out by documenting and categorizing records, establishing retention schedules, and ensuring proper storage and disposal methods.

What is the purpose of records management and retention?

The purpose of records management and retention is to ensure that important information is preserved, easily accessible, and securely maintained for future reference and legal compliance.

What information must be reported on records management and retention?

Information that must be reported on records management and retention includes details of records, retention periods, storage locations, and disposal methods.