Introduction to Records Retention

Records Retention is one of the major components of any comprehensive Records and Information Management Program.  It is intended to give organizations guidance on what to retain, the length of time to retain information, and when it can be legally destroyed.

Kit Bright and Nicole Smith, both Records Management Professionals and AIIM Members, teamed together to provide an introductory tool for end users embarking on the development of a records retention plan and schedule for their office.

Key Takeaways:

·         Define what is Records Retention

·         Understand how a Records Retention Schedule is created

·         Know what to do if destroyed records are requested

·         Find examples of Records Retention Schedules

·         Gain recommended steps for developing, deploying, and maintaining a Records Retention Program