This module discusses how a records retention program can help your business remain organized and consistent in its affairs.
This module discusses how a records retention program can help your business remain organized and consistent in its affairs. It covers strategies to evaluate and store records. It also shows how these strategies can be used to meet company needs and follow legal holds.
LEARNING OBJECTIVES
- Learn how to create a retention program for your company’s records
- Know how to evaluate and store necessary records
- Understand how a legal hold can affect your record keeping
Skills you’ll gain
Record KeepingArchival ManagementData RetentionRecords ManagementRetention RatiosTraining Records ManagementWhat You'll Learn
- Create a records retention program for your company's records
- Evaluate which records to keep and store as necessary
- Build and apply a retention schedule to organize records
- Understand how a legal hold can affect your record keeping
- Use retention strategies to meet your company's needs and follow legal holds
Key Takeaways
- A records retention program helps a business remain organized and consistent in its affairs.
- The module covers strategies to evaluate and store records.
- Retention strategies can be used to meet company needs and follow legal holds.
- A legal hold can affect how records are kept.
Frequently Asked Questions
What does this course cover?
This module discusses how a records retention program can help your business remain organized and consistent in its affairs. It covers strategies to evaluate and store records and shows how these strategies can be used to meet company needs and follow legal holds.
What topics are included in the lessons?
The lessons cover Retention Program, Which Records to Keep, Retention Schedule, and Legal Holds.
What skills will I gain from this course?
The course supports skills in record keeping, archival management, data retention, records management, retention ratios, and training records management.
Will I learn about legal holds?
Yes. The course helps you understand how a legal hold can affect your record keeping.
Transcript
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(mellow music) Our records retention program is a good way to ensure consistency when it comes to keeping and destroying records. If your organization is required to retain certain records, your policies and procedures to remain compliant can be included in this program. Your retention program should cover all aspects of records retention. This includes which records should be kept and your retention schedule. Be sure all of this information is in compliance with any laws your organization needs to follow. Now let's discuss record storage. When it comes to storing records, it is important to make sure they are in a secure location. It doesn't matter if they are paper records or electronic. Every record needs to be secured, some of the information contained in these records may be sensitive and you do not want someone having easy access to that information. If you have paper records, you may want to consider a location that is climate controlled and has a fire suppression system or you may wanna consider digitizing your paper records. This could be as simple as scanning the records. Digital records have the advantage of being easier to access when they are needed than paper records. Once you have created your records retention program, make sure everyone is aware of and understands the program. Even just one employee not following the program can have serious consequences for your organization. Finally, make sure to keep this program updated. This is not a situation where you can set it and forget it. Your records retention program should grow and evolve with your organization.
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