How do you write a record retention policy?

How to Create a Data Retention Policy: 8 Steps Assign Responsibility. Determine Legal Requirements. Define Business Requirements. Create an Internal Audit Process. Identify Revision Frequency. Set Up Governance Expectations. Decide Implementation Requirements. Write and Approve Data Retention Policy.

How to create a records retention schedule?

Create a Basic Retention Schedule in 5 Steps Step one: identify the records you are keeping. Step two: describe your business need for the records. Step three: determine the length of time to keep your records to meet your needs. Step four: assess how your records are disbursed, accessed and stored.

How to create a document retention policy?

Six Key Steps to Developing a Record Retention Policy STEP 1: Identify Types of Records & Media. STEP 2: Identify Business Needs for Records & Appropriate Retention Periods. STEP 3: Addressing Creation, Distribution, Storage & Retrieval of Documents. STEP 4: Destruction of Documents. STEP 5: Documentation & Implementation.

What is the first step required in establishing a records retention program?

Six Key Steps to Developing a Record Retention Policy STEP 1: Identify Types of Records & Media. STEP 2: Identify Business Needs for Records & Appropriate Retention Periods. STEP 3: Addressing Creation, Distribution, Storage & Retrieval of Documents. STEP 4: Destruction of Documents. STEP 5: Documentation & Implementation.

How do I create a retention schedule?

How to Implement a Records Retention Schedule Know Your Regulatory Requirements. It is important for businesses to understand the regulations that govern their industry. Classify Your Records. Determine Document Retention Periods. Keep Your Records Organized. Regularly Update Your Retention Schedule.

What is 200.334 retention requirements for records?

§ 200.334 Record retention requirements. For awards that are renewed quarterly or annually, the recipient and subrecipient must retain records for three years from the date of submission of their quarterly or annual financial report, respectively.

What is the difference between retention period and retention schedule?

Records enter their retention period either after they are cutoff, or, if they have no cutoff instruction, immediately upon filing. A retention schedule is a collection of rules, usually dictated by compliance regulations, that governs how records are to be stored and for how long.

What is included in a record retention schedule?

Records Retention Schedules should identify the records your agency is creating and are responsible for and the retention periods they must be kept for, either per business need or statute. State and local government agencies will use different templates and formats for their retention schedules.

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