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LEAGUE OF CALIFORNIA City Attorneys Department 2003 ANNUAL CONFERENCE Joint City Attorney/City Clerks Session 1 UPDATING A RECORDS RETENTION SCHEDULE DETERMINE THE NEED Updating a records' retention
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How to fill out updating a records retention

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How to fill out updating a records retention:

01
Start by identifying the type of records that need updating. This could include documents related to employee records, financial transactions, contracts, or any other important records that your organization is required to retain.
02
Assess the current retention schedule for these records. Determine if any updates or changes need to be made based on changes in regulations, industry standards, or the specific needs of your organization.
03
Review each record individually and verify its relevance and importance. Consider factors such as legal requirements, potential future use, and any potential risks or liabilities associated with retaining or disposing of the record.
04
Gather the necessary information to update the records retention. This may involve collecting new data, updating existing records, or consolidating information from multiple sources. Ensure that the information is accurate, complete, and up-to-date.
05
Consult with relevant stakeholders within your organization to ensure that the updated records retention aligns with their needs and requirements. This may include legal counsel, compliance officers, department heads, or any other individuals or teams responsible for managing and maintaining records.
06
Document the changes made to the records retention schedule in a clear and organized manner. This could involve creating a new version of the retention schedule, updating existing documentation, or maintaining a record of the changes made for future reference.
07
Communicate the updated records retention to all relevant parties within your organization. This may include providing training or instructions on how to adhere to the new retention schedule, disseminating updated policies and procedures, or notifying individuals responsible for managing the records.
08
Monitor and evaluate the effectiveness of the updated records retention on an ongoing basis. Regularly review and assess the implementation of the retention schedule to ensure compliance and identify any areas for improvement or further updates.

Who needs updating a records retention?

01
Organizations of all sizes and industries need to regularly update their records retention to ensure compliance with changing regulations and to effectively manage their records.
02
Compliance officers, legal counsel, and other individuals responsible for maintaining records management within an organization should actively participate in updating the records retention.
03
Department heads and managers within the organization should also be involved, as they are likely to have a deep understanding of the records within their respective areas and can provide valuable insights and input during the updating process.
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Updating a records retention involves reviewing and adjusting the length of time certain records should be kept before they are disposed of.
Organizations and businesses are typically required to file updating a records retention to comply with legal and regulatory requirements.
Updating a records retention is typically filled out by identifying the records that need to be updated, reviewing their retention periods, and making any necessary changes.
The purpose of updating a records retention is to ensure that organizations are keeping records for the appropriate amount of time and disposing of them properly when no longer needed.
Information that must be reported on updating a records retention includes the types of records being updated, their previous retention periods, and any changes made to those periods.
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