SlideShare ist ein Scribd-Unternehmen logo

Records Retention Scheduling

•
•
Fe Angela Verzosa
Fe Angela Verzosa

Part 3 in the series of lectures on Effective Records Management presented on Aug1 & 8, 2009

BildungUnterhaltung & HumorTechnologie
1 von 44
Records Retention Scheduling
What is a Retention Schedule? “ An approved legal document that specifies minimum retention periods for a record series and gives agencies ongoing disposition authority after approved retention periods are met”
APPLY RETENTION SCHEDULES ,[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Retention scheduling
Procedures involved ,[object Object],[object Object],[object Object]
Procedures involved… ,[object Object],[object Object]
 
 
Suggested Retention Periods ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keep permanently and preserve ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keep permanently and transfer to Archives ,[object Object],[object Object],[object Object],[object Object],[object Object]
Keep permanently and transfer to Archives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keep for ten years, then destroy ,[object Object],[object Object],[object Object],[object Object]
Keep for five years, then destroy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Keep for two years, then destroy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Subject to Regular Review/Appraisal ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Hands on experience
Sample Retention Schedule Store in vault Paper and digital copy Keep permanently Original copies Permits to Operate Subject to regular review/appraisal Electronic and paper Five years Received/sent by management Correspondence Paper Two years Original copies Attendance records Paper Five years Annual staff evaluations Job evaluation reports Destroy after audit Paper Five years Original copies Bank statements Destroy after BIR audit Paper Ten years Original copies Receipts and Invoices Electronic and paper Ten years Original Copy Annual Budget for 2009 Remarks Retention Medium Retention Period Description Document
Annual Reviews ,[object Object],[object Object],[object Object]
You can submit revisions, discontinue, or modify the schedule in order to meet the needs of the agency as records may evolve over time.
basic categories of records ,[object Object],[object Object],[object Object]
Inactive Records ,[object Object],[object Object],[object Object],[object Object]
In other words ,[object Object],[object Object]
Inactive records management ,[object Object],[object Object]
Records disposition ,[object Object],[object Object],[object Object]
Records disposition ,[object Object],[object Object],[object Object],[object Object]
Records Disposal ,[object Object],[object Object]
Records Disposal ,[object Object],[object Object],[object Object]
Records for disposal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
To retention and beyond! ,[object Object]
Why not just keep it all? Consider this: ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Use less, get more! ,[object Object],[object Object],[object Object],[object Object],[object Object]
Keeping stuff you don’t need costs money ,[object Object],[object Object],[object Object],[object Object],[object Object],Get rid of what you don’t need
How to implement retention/ disposition policies ,[object Object],[object Object],[object Object],[object Object]
 
Where do you start? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Proactive vs Reactive ,[object Object],[object Object]
Drafting a policy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
For example ,[object Object],[object Object]
Include ,[object Object],[object Object],[object Object]
Where do you start? ,[object Object],[object Object],[object Object]
[object Object],Congratulations!
Workshop on Records Retention Schedule ,[object Object],[object Object]
Contact fe.verzosa@dlsu.edu.ph Questions?

Empfohlen

Records Inventory And Appraisal
Records Inventory And AppraisalRecords Inventory And Appraisal
Records Inventory And AppraisalFe Angela Verzosa
 
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)RECORDS MANANGEMENT SYSTEM (Electronic Records Management)
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)Abolade Lekan
 
Records Creation And Maintenance
Records Creation And MaintenanceRecords Creation And Maintenance
Records Creation And MaintenanceIIM-Africa
 
Effective Records Management Introduction
Effective Records Management IntroductionEffective Records Management Introduction
Effective Records Management IntroductionFe Angela Verzosa
 
Basics of records management
Basics of records managementBasics of records management
Basics of records managementRussell James
 
RecordsManagement_FINAL
RecordsManagement_FINALRecordsManagement_FINAL
RecordsManagement_FINALguest66dc5f
 
Records inventory final
Records inventory finalRecords inventory final
Records inventory finalRoger Sebastian
 
Principles of records management Mushi
Principles of records management MushiPrinciples of records management Mushi
Principles of records management Mushisylvanus mushi
 

Empfohlen

Records Inventory And Appraisal
Records Inventory And AppraisalRecords Inventory And Appraisal
Records Inventory And AppraisalFe Angela Verzosa
 
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)RECORDS MANANGEMENT SYSTEM (Electronic Records Management)
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)Abolade Lekan
 
Records Creation And Maintenance
Records Creation And MaintenanceRecords Creation And Maintenance
Records Creation And MaintenanceIIM-Africa
 
Effective Records Management Introduction
Effective Records Management IntroductionEffective Records Management Introduction
Effective Records Management IntroductionFe Angela Verzosa
 
Basics of records management
Basics of records managementBasics of records management
Basics of records managementRussell James
 
RecordsManagement_FINAL
RecordsManagement_FINALRecordsManagement_FINAL
RecordsManagement_FINALguest66dc5f
 
Records inventory final
Records inventory finalRecords inventory final
Records inventory finalRoger Sebastian
 
Principles of records management Mushi
Principles of records management MushiPrinciples of records management Mushi
Principles of records management Mushisylvanus mushi
 
Electronic Records Management An Overview
Electronic Records Management An OverviewElectronic Records Management An Overview
Electronic Records Management An OverviewKen Matthews
 
The Importance of Records Management
The Importance of Records ManagementThe Importance of Records Management
The Importance of Records ManagementDanique Arthurs
 
Introduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel HillIntroduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel HillUNCrecman
 
Records Management
Records ManagementRecords Management
Records ManagementFe Angela Verzosa
 
Electronic records management
Electronic records managementElectronic records management
Electronic records managementKirti Joshi
 
What Is Records Management
What Is Records ManagementWhat Is Records Management
What Is Records ManagementSteve Williams
 
Why records management is important
Why records management is importantWhy records management is important
Why records management is importantOMWOMA JACKSON
 
Good Documentation Practice (GDP)
Good Documentation Practice (GDP)Good Documentation Practice (GDP)
Good Documentation Practice (GDP)Hossen M. Faruk
 
Chapter 2
Chapter 2Chapter 2
Chapter 2farrah ain
 
Effective filing and recording system
Effective filing and recording systemEffective filing and recording system
Effective filing and recording systemPhil Johann Colongon
 
Documentation and document control
Documentation and document controlDocumentation and document control
Documentation and document controlQuazi Mohammed Mujtaba Siddiqui
 
Records Management
Records ManagementRecords Management
Records ManagementPDBARTLETT
 
Records inventory and appraisal
Records inventory and appraisalRecords inventory and appraisal
Records inventory and appraisalcorpuzed
 
Electronic Records Management
Electronic Records ManagementElectronic Records Management
Electronic Records ManagementBrad Houston
 
NARA Records Management Training - MIST Instructional Design Project
NARA Records Management Training - MIST Instructional Design ProjectNARA Records Management Training - MIST Instructional Design Project
NARA Records Management Training - MIST Instructional Design ProjectAmanda Dinscore
 
The Basics of UWM Records Management
The Basics of UWM Records ManagementThe Basics of UWM Records Management
The Basics of UWM Records ManagementBrad Houston
 
Filing and record keeping
Filing and record keepingFiling and record keeping
Filing and record keepingmahamed_11
 
Good Documentation Practices
Good Documentation Practices Good Documentation Practices
Good Documentation Practices vishnu gupta
 
Chapter 1
Chapter 1Chapter 1
Chapter 1farrah ain
 
File And Records Management
File And Records ManagementFile And Records Management
File And Records ManagementOregon Law Practice Management
 
Records Retention and Disposition
Records Retention and DispositionRecords Retention and Disposition
Records Retention and DispositionAllie Honeyfield
 
Records Retention and Destruction Policies 2015
Records Retention and Destruction Policies 2015Records Retention and Destruction Policies 2015
Records Retention and Destruction Policies 2015Richard Austin
 

Weitere ähnliche Inhalte

Was ist angesagt?

Electronic Records Management An Overview
Electronic Records Management An OverviewElectronic Records Management An Overview
Electronic Records Management An OverviewKen Matthews
 
The Importance of Records Management
The Importance of Records ManagementThe Importance of Records Management
The Importance of Records ManagementDanique Arthurs
 
Introduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel HillIntroduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel HillUNCrecman
 
Electronic records management
Electronic records managementElectronic records management
Electronic records managementKirti Joshi
 
What Is Records Management
What Is Records ManagementWhat Is Records Management
What Is Records ManagementSteve Williams
 
Why records management is important
Why records management is importantWhy records management is important
Why records management is importantOMWOMA JACKSON
 
Good Documentation Practice (GDP)
Good Documentation Practice (GDP)Good Documentation Practice (GDP)
Good Documentation Practice (GDP)Hossen M. Faruk
 
Effective filing and recording system
Effective filing and recording systemEffective filing and recording system
Effective filing and recording systemPhil Johann Colongon
 
Records Management
Records ManagementRecords Management
Records ManagementPDBARTLETT
 
Records inventory and appraisal
Records inventory and appraisalRecords inventory and appraisal
Records inventory and appraisalcorpuzed
 
Electronic Records Management
Electronic Records ManagementElectronic Records Management
Electronic Records ManagementBrad Houston
 
NARA Records Management Training - MIST Instructional Design Project
NARA Records Management Training - MIST Instructional Design ProjectNARA Records Management Training - MIST Instructional Design Project
NARA Records Management Training - MIST Instructional Design ProjectAmanda Dinscore
 
The Basics of UWM Records Management
The Basics of UWM Records ManagementThe Basics of UWM Records Management
The Basics of UWM Records ManagementBrad Houston
 
Filing and record keeping
Filing and record keepingFiling and record keeping
Filing and record keepingmahamed_11
 
Good Documentation Practices
Good Documentation Practices Good Documentation Practices
Good Documentation Practices vishnu gupta
 

Was ist angesagt? (20)

Electronic Records Management An Overview
Electronic Records Management An OverviewElectronic Records Management An Overview
Electronic Records Management An Overview
 
The Importance of Records Management
The Importance of Records ManagementThe Importance of Records Management
The Importance of Records Management
 
Introduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel HillIntroduction to Records Management @ UNC-Chapel Hill
Introduction to Records Management @ UNC-Chapel Hill
 
Records Management
Records ManagementRecords Management
Records Management
 
Electronic records management
Electronic records managementElectronic records management
Electronic records management
 
What Is Records Management
What Is Records ManagementWhat Is Records Management
What Is Records Management
 
Why records management is important
Why records management is importantWhy records management is important
Why records management is important
 
Good Documentation Practice (GDP)
Good Documentation Practice (GDP)Good Documentation Practice (GDP)
Good Documentation Practice (GDP)
 
Chapter 2
Chapter 2Chapter 2
Chapter 2
 
Effective filing and recording system
Effective filing and recording systemEffective filing and recording system
Effective filing and recording system
 
Documentation and document control
Documentation and document controlDocumentation and document control
Documentation and document control
 
Records Management
Records ManagementRecords Management
Records Management
 
Records inventory and appraisal
Records inventory and appraisalRecords inventory and appraisal
Records inventory and appraisal
 
Electronic Records Management
Electronic Records ManagementElectronic Records Management
Electronic Records Management
 
NARA Records Management Training - MIST Instructional Design Project
NARA Records Management Training - MIST Instructional Design ProjectNARA Records Management Training - MIST Instructional Design Project
NARA Records Management Training - MIST Instructional Design Project
 
The Basics of UWM Records Management
The Basics of UWM Records ManagementThe Basics of UWM Records Management
The Basics of UWM Records Management
 
Filing and record keeping
Filing and record keepingFiling and record keeping
Filing and record keeping
 
Good Documentation Practices
Good Documentation Practices Good Documentation Practices
Good Documentation Practices
 
Chapter 1
Chapter 1Chapter 1
Chapter 1
 
File And Records Management
File And Records ManagementFile And Records Management
File And Records Management
 

Andere mochten auch

Records Retention and Disposition
Records Retention and DispositionRecords Retention and Disposition
Records Retention and DispositionAllie Honeyfield
 
Records Retention and Destruction Policies 2015
Records Retention and Destruction Policies 2015Records Retention and Destruction Policies 2015
Records Retention and Destruction Policies 2015Richard Austin
 
Family and Home Records Management
Family and Home Records ManagementFamily and Home Records Management
Family and Home Records ManagementMike Pemberton
 
Active Record Query Interface (1), Season 2
Active Record Query Interface (1), Season 2Active Record Query Interface (1), Season 2
Active Record Query Interface (1), Season 2RORLAB
 
Records Retention And Destruction Policies
Records Retention And Destruction PoliciesRecords Retention And Destruction Policies
Records Retention And Destruction PoliciesRichard Austin
 
Content Management Training
Content Management TrainingContent Management Training
Content Management TrainingNuno Nunes
 
Document Retention And Destruction Power Point
Document Retention And Destruction Power PointDocument Retention And Destruction Power Point
Document Retention And Destruction Power Pointlnarvid
 
Sentenced beyond the seas - Australia's earliest convict records
Sentenced beyond the seas - Australia's earliest convict recordsSentenced beyond the seas - Australia's earliest convict records
Sentenced beyond the seas - Australia's earliest convict recordsNSW State Archives
 
Information Management training courses in Dubai
Information Management training courses in DubaiInformation Management training courses in Dubai
Information Management training courses in DubaiChristopher Bradley
 
Creating and Implementing a Retention Schedule and File Plan
Creating and Implementing a Retention Schedule and File PlanCreating and Implementing a Retention Schedule and File Plan
Creating and Implementing a Retention Schedule and File PlanRecordLion
 
Records management ppt
Records management pptRecords management ppt
Records management pptAimee Pusing
 
Quality control laboratory.
Quality control laboratory.Quality control laboratory.
Quality control laboratory.heli1992
 
DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...
DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...
DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...Christopher Bradley
 

Andere mochten auch (15)

Records Retention and Disposition
Records Retention and DispositionRecords Retention and Disposition
Records Retention and Disposition
 
Records Retention and Destruction Policies 2015
Records Retention and Destruction Policies 2015Records Retention and Destruction Policies 2015
Records Retention and Destruction Policies 2015
 
Family and Home Records Management
Family and Home Records ManagementFamily and Home Records Management
Family and Home Records Management
 
Active Record Query Interface (1), Season 2
Active Record Query Interface (1), Season 2Active Record Query Interface (1), Season 2
Active Record Query Interface (1), Season 2
 
Records Retention And Destruction Policies
Records Retention And Destruction PoliciesRecords Retention And Destruction Policies
Records Retention And Destruction Policies
 
Content Management Training
Content Management TrainingContent Management Training
Content Management Training
 
Document Retention And Destruction Power Point
Document Retention And Destruction Power PointDocument Retention And Destruction Power Point
Document Retention And Destruction Power Point
 
Sentenced beyond the seas - Australia's earliest convict records
Sentenced beyond the seas - Australia's earliest convict recordsSentenced beyond the seas - Australia's earliest convict records
Sentenced beyond the seas - Australia's earliest convict records
 
Information Management training courses in Dubai
Information Management training courses in DubaiInformation Management training courses in Dubai
Information Management training courses in Dubai
 
DMBOK and Data Governance
DMBOK and Data GovernanceDMBOK and Data Governance
DMBOK and Data Governance
 
Creating and Implementing a Retention Schedule and File Plan
Creating and Implementing a Retention Schedule and File PlanCreating and Implementing a Retention Schedule and File Plan
Creating and Implementing a Retention Schedule and File Plan
 
Records management ppt
Records management pptRecords management ppt
Records management ppt
 
Dama Southern Africa Vision
Dama Southern Africa VisionDama Southern Africa Vision
Dama Southern Africa Vision
 
Quality control laboratory.
Quality control laboratory.Quality control laboratory.
Quality control laboratory.
 
DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...
DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...
DMBOK 2.0 and other frameworks including TOGAF & COBIT - keynote from DAMA Au...
 

Ähnlich wie Records Retention Scheduling

Effective filing and recording system 2
Effective filing and recording system 2Effective filing and recording system 2
Effective filing and recording system 2Phil Johann Colongon
 
Effective filing and recording system
Effective filing and recording systemEffective filing and recording system
Effective filing and recording systemPhil Johann Colongon
 
Effective filing and recording system 2
Effective filing and recording system 2Effective filing and recording system 2
Effective filing and recording system 2Phil Johann Colongon
 
Good documentation practices
Good documentation practicesGood documentation practices
Good documentation practicesBangaluru
 
John McDonough - Still striding up the slope of enlightenment
John McDonough - Still striding up the slope of enlightenmentJohn McDonough - Still striding up the slope of enlightenment
John McDonough - Still striding up the slope of enlightenmentdri_ireland
 
Jean_Paul_Assam_Assam_-_Documentation.ppt
Jean_Paul_Assam_Assam_-_Documentation.pptJean_Paul_Assam_Assam_-_Documentation.ppt
Jean_Paul_Assam_Assam_-_Documentation.pptAkashChaudhary749568
 
Documentation
DocumentationDocumentation
DocumentationJhinzman1
 
DOCUMENTATION and Filling.pptx
DOCUMENTATION and Filling.pptxDOCUMENTATION and Filling.pptx
DOCUMENTATION and Filling.pptxdavarziyan
 
Jocelyn Hernandez. Cayabyab personnel admin
Jocelyn Hernandez. Cayabyab personnel adminJocelyn Hernandez. Cayabyab personnel admin
Jocelyn Hernandez. Cayabyab personnel adminJocelyn Cayabyab
 
Cnaq records mgmt_advanced_draft_2017-03-22
Cnaq records mgmt_advanced_draft_2017-03-22Cnaq records mgmt_advanced_draft_2017-03-22
Cnaq records mgmt_advanced_draft_2017-03-22Sandra Pettifer
 
Recordsmgttraining2
Recordsmgttraining2Recordsmgttraining2
Recordsmgttraining2yarchive
 
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptxFUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptxNuhuShadrack
 
Cnaq records mgmt_advanced_final_2017-04-03
Cnaq records mgmt_advanced_final_2017-04-03Cnaq records mgmt_advanced_final_2017-04-03
Cnaq records mgmt_advanced_final_2017-04-03Sandra Pettifer
 
[AIIM16] Implementing Automated Retention at the European Central Bank
[AIIM16] Implementing Automated Retention at the European Central Bank[AIIM16] Implementing Automated Retention at the European Central Bank
[AIIM16] Implementing Automated Retention at the European Central BankAIIM International
 
BIWUG 26/04/2007 records management
BIWUG 26/04/2007 records managementBIWUG 26/04/2007 records management
BIWUG 26/04/2007 records managementBIWUG
 
Your Research Project - Effective Post Award Management
Your Research Project - Effective Post Award ManagementYour Research Project - Effective Post Award Management
Your Research Project - Effective Post Award Managementmds-rkto
 
The Basics of UWM Records Management
The Basics of UWM Records ManagementThe Basics of UWM Records Management
The Basics of UWM Records ManagementBrad Houston
 
Getting to Paperlite: Strategies for More Efficient Records Management Part 1
Getting to Paperlite: Strategies for More Efficient Records Management Part 1Getting to Paperlite: Strategies for More Efficient Records Management Part 1
Getting to Paperlite: Strategies for More Efficient Records Management Part 1TAB
 

Ähnlich wie Records Retention Scheduling (20)

Effective filing and recording system 2
Effective filing and recording system 2Effective filing and recording system 2
Effective filing and recording system 2
 
Effective filing and recording system
Effective filing and recording systemEffective filing and recording system
Effective filing and recording system
 
Effective filing and recording system 2
Effective filing and recording system 2Effective filing and recording system 2
Effective filing and recording system 2
 
Good documentation practices
Good documentation practicesGood documentation practices
Good documentation practices
 
John McDonough - Still striding up the slope of enlightenment
John McDonough - Still striding up the slope of enlightenmentJohn McDonough - Still striding up the slope of enlightenment
John McDonough - Still striding up the slope of enlightenment
 
What is ILM
What is ILMWhat is ILM
What is ILM
 
Jean_Paul_Assam_Assam_-_Documentation.ppt
Jean_Paul_Assam_Assam_-_Documentation.pptJean_Paul_Assam_Assam_-_Documentation.ppt
Jean_Paul_Assam_Assam_-_Documentation.ppt
 
Documentation
DocumentationDocumentation
Documentation
 
DOCUMENTATION and Filling.pptx
DOCUMENTATION and Filling.pptxDOCUMENTATION and Filling.pptx
DOCUMENTATION and Filling.pptx
 
Jocelyn Hernandez. Cayabyab personnel admin
Jocelyn Hernandez. Cayabyab personnel adminJocelyn Hernandez. Cayabyab personnel admin
Jocelyn Hernandez. Cayabyab personnel admin
 
Cnaq records mgmt_advanced_draft_2017-03-22
Cnaq records mgmt_advanced_draft_2017-03-22Cnaq records mgmt_advanced_draft_2017-03-22
Cnaq records mgmt_advanced_draft_2017-03-22
 
Recordsmgttraining2
Recordsmgttraining2Recordsmgttraining2
Recordsmgttraining2
 
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptxFUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
FUNDAMENTAL OF RECORDS MANAGEMENT -Notes TOPIC 2 ..pptx
 
Cnaq records mgmt_advanced_final_2017-04-03
Cnaq records mgmt_advanced_final_2017-04-03Cnaq records mgmt_advanced_final_2017-04-03
Cnaq records mgmt_advanced_final_2017-04-03
 
[AIIM16] Implementing Automated Retention at the European Central Bank
[AIIM16] Implementing Automated Retention at the European Central Bank[AIIM16] Implementing Automated Retention at the European Central Bank
[AIIM16] Implementing Automated Retention at the European Central Bank
 
BIWUG 26/04/2007 records management
BIWUG 26/04/2007 records managementBIWUG 26/04/2007 records management
BIWUG 26/04/2007 records management
 
INTRODUCTION TO RECORDS
INTRODUCTION TO RECORDS INTRODUCTION TO RECORDS
INTRODUCTION TO RECORDS
 
Your Research Project - Effective Post Award Management
Your Research Project - Effective Post Award ManagementYour Research Project - Effective Post Award Management
Your Research Project - Effective Post Award Management
 
The Basics of UWM Records Management
The Basics of UWM Records ManagementThe Basics of UWM Records Management
The Basics of UWM Records Management
 
Getting to Paperlite: Strategies for More Efficient Records Management Part 1
Getting to Paperlite: Strategies for More Efficient Records Management Part 1Getting to Paperlite: Strategies for More Efficient Records Management Part 1
Getting to Paperlite: Strategies for More Efficient Records Management Part 1
 

Mehr von Fe Angela Verzosa

Evidence-based Research in Library and Information Practice
Evidence-based Research in Library and Information PracticeEvidence-based Research in Library and Information Practice
Evidence-based Research in Library and Information PracticeFe Angela Verzosa
 
Archival practice and records management
Archival practice and records managementArchival practice and records management
Archival practice and records managementFe Angela Verzosa
 
"Developing Community of Readers through the Book Mobile in today’s new learn...
"Developing Community of Readers through the Book Mobile in today’s new learn..."Developing Community of Readers through the Book Mobile in today’s new learn...
"Developing Community of Readers through the Book Mobile in today’s new learn...Fe Angela Verzosa
 
Doing the right thing: Ethical challenges for today's Filipino librarians
Doing the right thing: Ethical challenges for today's Filipino librariansDoing the right thing: Ethical challenges for today's Filipino librarians
Doing the right thing: Ethical challenges for today's Filipino librariansFe Angela Verzosa
 
Preservation-Conservation Program for Laoag
Preservation-Conservation Program for LaoagPreservation-Conservation Program for Laoag
Preservation-Conservation Program for LaoagFe Angela Verzosa
 
Understanding records management print and electronic
Understanding records management print and electronicUnderstanding records management print and electronic
Understanding records management print and electronicFe Angela Verzosa
 
The Millennial Library Managers: A Quick Look on Their Personality, Expectat...
The Millennial Library Managers: A Quick Look on Their Personality, Expectat...The Millennial Library Managers: A Quick Look on Their Personality, Expectat...
The Millennial Library Managers: A Quick Look on Their Personality, Expectat...Fe Angela Verzosa
 
Archives Conservation Program – introduction to conservation, deacidification...
Archives Conservation Program – introduction to conservation, deacidification...Archives Conservation Program – introduction to conservation, deacidification...
Archives Conservation Program – introduction to conservation, deacidification...Fe Angela Verzosa
 
Preservation conservation program
Preservation conservation programPreservation conservation program
Preservation conservation programFe Angela Verzosa
 
Technology a cultural equalizer
Technology a cultural equalizerTechnology a cultural equalizer
Technology a cultural equalizerFe Angela Verzosa
 
Social networking and its impact on libraries
Social networking and its impact on libraries Social networking and its impact on libraries
Social networking and its impact on libraries Fe Angela Verzosa
 
Fe Angela M. Verzosa - Career highlights
Fe Angela M. Verzosa - Career highlightsFe Angela M. Verzosa - Career highlights
Fe Angela M. Verzosa - Career highlightsFe Angela Verzosa
 
Archival resources in libraries: significance, sources and set-ups
Archival resources in libraries: significance, sources and set-upsArchival resources in libraries: significance, sources and set-ups
Archival resources in libraries: significance, sources and set-upsFe Angela Verzosa
 
Archival cataloging using ISAD-G
Archival cataloging using ISAD-GArchival cataloging using ISAD-G
Archival cataloging using ISAD-GFe Angela Verzosa
 
Archiving the registrar's records
Archiving the registrar's recordsArchiving the registrar's records
Archiving the registrar's recordsFe Angela Verzosa
 
Best practices in library services
Best practices in library servicesBest practices in library services
Best practices in library servicesFe Angela Verzosa
 

Mehr von Fe Angela Verzosa (20)

Evidence-based Research in Library and Information Practice
Evidence-based Research in Library and Information PracticeEvidence-based Research in Library and Information Practice
Evidence-based Research in Library and Information Practice
 
Archival practice and records management
Archival practice and records managementArchival practice and records management
Archival practice and records management
 
"Developing Community of Readers through the Book Mobile in today’s new learn...
"Developing Community of Readers through the Book Mobile in today’s new learn..."Developing Community of Readers through the Book Mobile in today’s new learn...
"Developing Community of Readers through the Book Mobile in today’s new learn...
 
Choosing a research topic
Choosing a research topicChoosing a research topic
Choosing a research topic
 
Doing the right thing: Ethical challenges for today's Filipino librarians
Doing the right thing: Ethical challenges for today's Filipino librariansDoing the right thing: Ethical challenges for today's Filipino librarians
Doing the right thing: Ethical challenges for today's Filipino librarians
 
Preservation-Conservation Program for Laoag
Preservation-Conservation Program for LaoagPreservation-Conservation Program for Laoag
Preservation-Conservation Program for Laoag
 
Imsi brochure 2015
Imsi brochure 2015Imsi brochure 2015
Imsi brochure 2015
 
Understanding records management print and electronic
Understanding records management print and electronicUnderstanding records management print and electronic
Understanding records management print and electronic
 
Conservation Program
Conservation ProgramConservation Program
Conservation Program
 
The Millennial Library Managers: A Quick Look on Their Personality, Expectat...
The Millennial Library Managers: A Quick Look on Their Personality, Expectat...The Millennial Library Managers: A Quick Look on Their Personality, Expectat...
The Millennial Library Managers: A Quick Look on Their Personality, Expectat...
 
Archives Conservation Program – introduction to conservation, deacidification...
Archives Conservation Program – introduction to conservation, deacidification...Archives Conservation Program – introduction to conservation, deacidification...
Archives Conservation Program – introduction to conservation, deacidification...
 
Preservation conservation program
Preservation conservation programPreservation conservation program
Preservation conservation program
 
Technology a cultural equalizer
Technology a cultural equalizerTechnology a cultural equalizer
Technology a cultural equalizer
 
Being an archivist
Being an archivistBeing an archivist
Being an archivist
 
Social networking and its impact on libraries
Social networking and its impact on libraries Social networking and its impact on libraries
Social networking and its impact on libraries
 
Fe Angela M. Verzosa - Career highlights
Fe Angela M. Verzosa - Career highlightsFe Angela M. Verzosa - Career highlights
Fe Angela M. Verzosa - Career highlights
 
Archival resources in libraries: significance, sources and set-ups
Archival resources in libraries: significance, sources and set-upsArchival resources in libraries: significance, sources and set-ups
Archival resources in libraries: significance, sources and set-ups
 
Archival cataloging using ISAD-G
Archival cataloging using ISAD-GArchival cataloging using ISAD-G
Archival cataloging using ISAD-G
 
Archiving the registrar's records
Archiving the registrar's recordsArchiving the registrar's records
Archiving the registrar's records
 
Best practices in library services
Best practices in library servicesBest practices in library services
Best practices in library services
 

Kürzlich hochgeladen

CARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptxCARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptxGaneshChakor2
 
Q4-W6-Restating Informational Text Grade 3
Q4-W6-Restating Informational Text Grade 3Q4-W6-Restating Informational Text Grade 3
Q4-W6-Restating Informational Text Grade 3JemimahLaneBuaron
 
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...RKavithamani
 
Web & Social Media Analytics Previous Year Question Paper.pdf
Web & Social Media Analytics Previous Year Question Paper.pdfWeb & Social Media Analytics Previous Year Question Paper.pdf
Web & Social Media Analytics Previous Year Question Paper.pdfJayanti Pande
 
SOCIAL AND HISTORICAL CONTEXT - LFTVD.pptx
SOCIAL AND HISTORICAL CONTEXT - LFTVD.pptxSOCIAL AND HISTORICAL CONTEXT - LFTVD.pptx
SOCIAL AND HISTORICAL CONTEXT - LFTVD.pptxiammrhaywood
 
Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111Sapana Sha
 
Student login on Anyboli platform.helpin
Student login on Anyboli platform.helpinStudent login on Anyboli platform.helpin
Student login on Anyboli platform.helpinRaunakKeshri1
 
Mastering the Unannounced Regulatory Inspection
Mastering the Unannounced Regulatory InspectionMastering the Unannounced Regulatory Inspection
Mastering the Unannounced Regulatory InspectionSafetyChain Software
 
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdfBASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdfSoniaTolstoy
 
POINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptx
POINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptxPOINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptx
POINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptxSayali Powar
 
Sanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdfSanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdfsanyamsingh5019
 
Separation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and ActinidesSeparation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and ActinidesFatimaKhan178732
 
1029-Danh muc Sach Giao Khoa khoi 6.pdf
1029-Danh muc Sach Giao Khoa khoi 6.pdf1029-Danh muc Sach Giao Khoa khoi 6.pdf
1029-Danh muc Sach Giao Khoa khoi 6.pdfQucHHunhnh
 
Introduction to ArtificiaI Intelligence in Higher Education
Introduction to ArtificiaI Intelligence in Higher EducationIntroduction to ArtificiaI Intelligence in Higher Education
Introduction to ArtificiaI Intelligence in Higher Educationpboyjonauth
 
URLs and Routing in the Odoo 17 Website App
URLs and Routing in the Odoo 17 Website AppURLs and Routing in the Odoo 17 Website App
URLs and Routing in the Odoo 17 Website AppCeline George
 
Interactive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communicationInteractive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communicationnomboosow
 
“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...
“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...
“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...Marc Dusseiller Dusjagr
 

Kürzlich hochgeladen (20)

CARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptxCARE OF CHILD IN INCUBATOR..........pptx
CARE OF CHILD IN INCUBATOR..........pptx
 
Q4-W6-Restating Informational Text Grade 3
Q4-W6-Restating Informational Text Grade 3Q4-W6-Restating Informational Text Grade 3
Q4-W6-Restating Informational Text Grade 3
 
Código Creativo y Arte de Software | Unidad 1
Código Creativo y Arte de Software | Unidad 1Código Creativo y Arte de Software | Unidad 1
Código Creativo y Arte de Software | Unidad 1
 
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
Privatization and Disinvestment - Meaning, Objectives, Advantages and Disadva...
 
Staff of Color (SOC) Retention Efforts DDSD
Staff of Color (SOC) Retention Efforts DDSDStaff of Color (SOC) Retention Efforts DDSD
Staff of Color (SOC) Retention Efforts DDSD
 
Web & Social Media Analytics Previous Year Question Paper.pdf
Web & Social Media Analytics Previous Year Question Paper.pdfWeb & Social Media Analytics Previous Year Question Paper.pdf
Web & Social Media Analytics Previous Year Question Paper.pdf
 
Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"
Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"
Mattingly "AI & Prompt Design: Structured Data, Assistants, & RAG"
 
SOCIAL AND HISTORICAL CONTEXT - LFTVD.pptx
SOCIAL AND HISTORICAL CONTEXT - LFTVD.pptxSOCIAL AND HISTORICAL CONTEXT - LFTVD.pptx
SOCIAL AND HISTORICAL CONTEXT - LFTVD.pptx
 
Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111Call Girls in Dwarka Mor Delhi Contact Us 9654467111
Call Girls in Dwarka Mor Delhi Contact Us 9654467111
 
Student login on Anyboli platform.helpin
Student login on Anyboli platform.helpinStudent login on Anyboli platform.helpin
Student login on Anyboli platform.helpin
 
Mastering the Unannounced Regulatory Inspection
Mastering the Unannounced Regulatory InspectionMastering the Unannounced Regulatory Inspection
Mastering the Unannounced Regulatory Inspection
 
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdfBASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
BASLIQ CURRENT LOOKBOOK LOOKBOOK(1) (1).pdf
 
POINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptx
POINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptxPOINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptx
POINT- BIOCHEMISTRY SEM 2 ENZYMES UNIT 5.pptx
 
Sanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdfSanyam Choudhary Chemistry practical.pdf
Sanyam Choudhary Chemistry practical.pdf
 
Separation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and ActinidesSeparation of Lanthanides/ Lanthanides and Actinides
Separation of Lanthanides/ Lanthanides and Actinides
 
1029-Danh muc Sach Giao Khoa khoi 6.pdf
1029-Danh muc Sach Giao Khoa khoi 6.pdf1029-Danh muc Sach Giao Khoa khoi 6.pdf
1029-Danh muc Sach Giao Khoa khoi 6.pdf
 
Introduction to ArtificiaI Intelligence in Higher Education
Introduction to ArtificiaI Intelligence in Higher EducationIntroduction to ArtificiaI Intelligence in Higher Education
Introduction to ArtificiaI Intelligence in Higher Education
 
URLs and Routing in the Odoo 17 Website App
URLs and Routing in the Odoo 17 Website AppURLs and Routing in the Odoo 17 Website App
URLs and Routing in the Odoo 17 Website App
 
Interactive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communicationInteractive Powerpoint_How to Master effective communication
Interactive Powerpoint_How to Master effective communication
 
“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...
“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...
“Oh GOSH! Reflecting on Hackteria's Collaborative Practices in a Global Do-It...
 

Records Retention Scheduling

  • 2. What is a Retention Schedule? “ An approved legal document that specifies minimum retention periods for a record series and gives agencies ongoing disposition authority after approved retention periods are met”
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.  
  • 8.  
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. Sample Retention Schedule Store in vault Paper and digital copy Keep permanently Original copies Permits to Operate Subject to regular review/appraisal Electronic and paper Five years Received/sent by management Correspondence Paper Two years Original copies Attendance records Paper Five years Annual staff evaluations Job evaluation reports Destroy after audit Paper Five years Original copies Bank statements Destroy after BIR audit Paper Ten years Original copies Receipts and Invoices Electronic and paper Ten years Original Copy Annual Budget for 2009 Remarks Retention Medium Retention Period Description Document
  • 19.
  • 20. You can submit revisions, discontinue, or modify the schedule in order to meet the needs of the agency as records may evolve over time.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.  
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.

Hinweis der Redaktion

  1. ERM- Washington State Archives
  2. http://www.secstate.wa.gov/archives What is a Record Series? KEY = information that’s related (same action or same subject) This records retention schedule documents the life cycle of a records series. This means: all books, papers, microforms, computer-readable materials, maps, photographs, film, video and sound recordings, or other documentary materials, regardless of physical form or characteristics , made or received by any agency in connection with the transaction of public business Records Series can be: S imple : Birth Certificates; Complex: Case Files and Personnel File Combined media types : may contain paper, electronic, photographed, imaged. Example: OFFENSE/INCIDENT REPORTS Investigation reports and notes; witnesses and suspects statements; results of chemical analysis and polygraph tests; crime scene information and photograph, citations . No matter what media types they must all be disposed of as a unit!