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RECORDS RETENTION POLICY #7 February 29, 2024, Article 1: Purpose The purpose of this policy is to: Provide guidelines to staff regarding the retention or disposal of District records Provide for

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How to fill out records retention and disposal

01

Identify the types of records that need to be retained.

02

Determine the appropriate retention period for each type of record.

03

Establish a system for organizing and categorizing records.

04

Create a schedule for regular disposal of obsolete records in compliance with legal requirements.

05

Document the retention and disposal process for future reference.

Who needs records retention and disposal?

01

Organizations of all sizes and industries need records retention and disposal to ensure compliance with legal requirements.

02

Companies that handle sensitive information or are subject to regulatory bodies may have specific guidelines for record retention and disposal.

03

Individuals may also benefit from records retention and disposal to organize and manage personal records effectively.

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What is records retention and disposal?

Records retention and disposal is the practice of retaining and disposing of business records in accordance with legal requirements and organizational policies.

Who is required to file records retention and disposal?

Typically, businesses and organizations are required to file records retention and disposal.

How to fill out records retention and disposal?

Records retention and disposal forms can usually be filled out online or in hard copy, following the instructions provided by the governing body.

What is the purpose of records retention and disposal?

The purpose of records retention and disposal is to ensure that businesses and organizations retain important records for a specified period of time and dispose of them securely and in compliance with regulations.

What information must be reported on records retention and disposal?

Information such as the type of records being retained or disposed of, the retention period, and the method of disposal are typically included in records retention and disposal reports.

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