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OFS retention
scheduleUpdated April 2021Contents
Purpose of the retention and disposal schedule ........................................................................ 2
Scope of the retention and
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How to fill out general records disposal schedules
How to fill out general records disposal schedules
01
Identify the type of record that needs to be disposed
02
Check the organization's retention policy to determine the appropriate disposal time period
03
Complete the general records disposal schedule form with information such as record title, description, date range, and reason for disposal
04
Obtain necessary approvals from management or designated personnel
05
Submit the completed disposal schedule form to the appropriate records management department for processing
Who needs general records disposal schedules?
01
Any organization or business that deals with a large volume of records and needs to regularly dispose of outdated or unnecessary records
02
Records management personnel responsible for maintaining and organizing organizational records
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What is general records disposal schedules?
General records disposal schedules are official documents that outline the timeline and procedures for the retention and disposal of records managed by an organization.
Who is required to file general records disposal schedules?
Organizations and agencies that create, manage, and maintain records are typically required to file general records disposal schedules.
How to fill out general records disposal schedules?
To fill out general records disposal schedules, one must provide details about the records, including the retention period, description, and proposed disposal method, usually following a standardized format set by the governing authority.
What is the purpose of general records disposal schedules?
The purpose of general records disposal schedules is to ensure that records are retained for the appropriate duration and disposed of in a systematic and compliant manner, thereby improving record management and reducing storage costs.
What information must be reported on general records disposal schedules?
The information that must be reported includes the record series title, description, inclusive dates, retention period, and authorized disposal method.
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