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Record Management, Retention, and Destruction Policy - Version History

 

The Record Management, Retention, and Destruction is a detail policy template which can be utilized on day one to create a records management process.  Included with the policy are forms for establishing the record management retention and destruction schedule and a full job description with responsibilities for the Manager Records Administration.

Version History

Version 1.5 - August 2010

• Updated Citations for Federal Laws

Version 1.4 - July 2010

• Added Citations for Federal Laws

Version 1.3 - June 2010

• Updated Regulations and Impact Section
• Added citations for Pennsylvania in Appendix
• Added citations for Massachusetts in Appendix

Version 1.2 - February 2010

• Updated  Job Description Manager Record Administration
• Added Record Management Best Practices
• Updated Regulations and Impact Section

Version 1.1 - October 2008

• Expanded Email Retention and Destruction Section
• Added Document Retention and Destruction Table in Appendix

Record Management, Retention, and Destruction Policy Template Contents

You areas included with this policy template are:

• Record retention requirements for SOX sections 103a, 302, 404, 409, 801a and 802.
• Policy
• Standard
  • Scope
  • Responsibilities
  • Record Management
  • Compliance and Enforcement
  • Email Retention and Compliance (Policy)
• Job Description Manager Record Administrator
• 12 forms for Record Retention and Disposition Schedule
• List of Document Types with retention and destruction time periods
• Record Management Best Prqactices

You can download the Table of Contents and selected pages for this policy template.

 

 

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Backup and Backup Retention Policy

The Backup and Backup Retention policy is an 11 page sample policy that is a complete policy which can be implemented immediately. 

The document is provided in both Word 2003 and Word 2007 format and is easily modified.  This policy is included in the Disaster Recovery / Business Continuity Template.

Below is a table from the policy: