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CITY OF ONTARIOSECTION:Agenda ReportCONSENT CALENDARJune 18, 2024 Department: Records Management Prepared By: Claudia Y Isbell Staff Member Presenting: Ruben Duran, City Attorney Approved By:SUBJECT:Submitted
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How to fill out department records management

01
Identify the types of records your department generates.
02
Establish a filing system that categorizes records for easy access.
03
Assign responsibilities for record maintenance and updates.
04
Use a digital system to reduce paper records whenever possible.
05
Train staff on the importance of records management and proper procedures.
06
Regularly review and update records to ensure accuracy and relevance.
07
Ensure compliance with legal and regulatory requirements for records retention.

Who needs department records management?

01
All government departments responsible for managing official records.
02
Organizations that must comply with legal documentation and records retention policies.
03
Employees who need quick access to essential documents for their day-to-day responsibilities.
04
Auditors who review departmental compliance and performance.
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Stakeholders relying on historical data for decision-making.
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Department records management is the systematic control and organization of records created and received by a department, ensuring effective management, retrieval, and preservation throughout the records' lifecycle.
All departments within an organization that create and handle records are required to file department records management to ensure compliance with legal and regulatory requirements.
To fill out department records management, departments should collect relevant information about their records, categorize them appropriately, and complete the designated forms or documentation as specified by the managing authority.
The purpose of department records management is to maintain the integrity, accuracy, and accessibility of records while minimizing risks associated with record loss, retrieval delays, and compliance violations.
Information that must be reported includes record types, creation dates, retention schedules, access limitations, and any relevant metadata that aids in the management and retrieval of the records.
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