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 an example of a data retention policy?

This is an example of a retention schedule set forth in this kind of data backup and retention policy: Retain every daily backup for 7 days. Retain every weekly backup for 4 weeks. Retain every monthly backup for 12 months.

How to write a retention policy?

How to create a record retention policy Conduct an audit of your data and organize your files. Determine how long you're required to keep certain documents. Explain what and who the policy covers in the scope. Write the body of the policy. Add an appendix to define complex terms.

What is an example of a data backup retention policy?

But for long-term retention, you may want to designate a graduated schedule of backups to keep, deleting the others. For example, you may want to keep daily backups for the current month, weekly backups for the current quarter, and monthly backups for the current year.

What is the record retention system?

Records retention is a practice by which organizations maintain confidential records for set lengths of time, and then employ a system of actions to either redirect, store or dispose of them.

What three components would you include in a record retention policy?

Here are three major components of a successful records retention strategy: A retention schedule. A retention schedule is a system of classification that standardizes the different types of records your organization manages and how long they need to be kept. Retention policies. Records infrastructure.

How do I 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 a data retention policy?

Data retention policies concern what data should be stored or archived, where that should happen, and for exactly how long. Once the retention time period for a particular data set expires, it can be deleted or moved as historical data to secondary or tertiary storage, depending on the requirements.

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