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Ormiston Academies TrustOrmiston Sandwell Community Acadmey Records Retention policyPolicy version control Policy typeStatutoryAuthorAlexandra Coughlan OAT Data Protection and Complaints ManagerIn
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How to fill out records retention and management

How to fill out records retention and management
01
Determine what records need to be retained based on legal requirements and business needs.
02
Establish a records retention schedule outlining how long each type of record should be kept.
03
Train employees on proper records management procedures and the importance of document retention.
04
Implement a system for organizing and storing records in a secure and accessible manner.
05
Regularly review and update the records retention schedule as needed.
Who needs records retention and management?
01
Businesses of all sizes that handle sensitive or important information.
02
Organizations subject to regulatory requirements for record retention.
03
Any entity looking to streamline document management processes and ensure compliance with legal standards.
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What is records retention and management?
Records retention and management refers to the policies and practices that organizations use to maintain, preserve, and dispose of records and documents in compliance with legal and regulatory requirements.
Who is required to file records retention and management?
Organizations of all types, including businesses, government agencies, and non-profits, are required to file records retention and management policies to ensure compliance with laws and regulations.
How to fill out records retention and management?
To fill out records retention and management, organizations should identify the types of records they have, determine their retention periods based on legal requirements, and document procedures for storage, retrieval, and eventual disposal.
What is the purpose of records retention and management?
The purpose of records retention and management is to ensure compliance with legal and regulatory requirements, protect organizational interests, enhance operational efficiency, and facilitate access to important records when needed.
What information must be reported on records retention and management?
Organizations must report information such as the types of records, retention periods, disposal methods, and organizational policies regarding records management.
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