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record retention and disposition

Define record retention policy objectives.

Identify legal and regulatory requirements for records.

Determine the types of records to be retained.

Create a classification scheme for records.

Categorize records based on retention needs (e.g., financial, legal, operational).

Assign retention periods for each category of records.

Conduct an inventory of existing records.

Document the location and format of each record.

Identify records that have reached the end of their retention period.

Establish secure storage solutions for physical records.

Implement digital storage systems for electronic records.

Ensure access controls are in place for sensitive records.

Schedule regular reviews of the record retention policy.

Conduct audits to ensure compliance with retention schedules.

Update records and policies based on changes in laws or business needs.

Develop procedures for the secure disposal of records.

Identify methods for destruction (e.g., shredding, digital wiping).

Document disposition actions taken for accountability.

Provide training for employees on record retention policies.

Promote awareness of the importance of records management.

Encourage reporting of any issues related to records handling.

Seek feedback on the effectiveness of the record retention policy.

Make adjustments based on feedback and evolving best practices.

Stay informed about changes in regulations that may affect retention.

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