This records management and retention policy template has 3 pages and is a MS Word file type listed under our human resources documents.
Sample of our records management and retention policy template:
RECORDS MANAGEMENT & RETENTION POLICY INTRODUCTION The Records Management and Retention Policy of [COMPANY NAME] outlines our commitment to the organized, secure, and compliant management of company records. This Policy is designed to ensure that records are created, maintained, and disposed of in a manner that aligns with legal and regulatory requirements, preserves vital information, and optimizes storage and retrieval efficiency. PURPOSE The purpose of this Policy is to: Establish guidelines for the creation, organization, and maintenance of company records. Ensure compliance with legal, regulatory, and industry-specific requirements for records retention and disposal. Promote the efficient use of resources, including physical and digital storage space. DEFINITIONS Records: Any information, regardless of format, that is created, received, maintained, or used by [COMPANY NAME] during the course of its business activities and is recognized as having value for legal, operational, historical, or informational purposes. RECORDS MANAGEMENT GUIDELINES Record Creation and Maintenance Records should be created, captured, and maintained in accordance with established procedures and guidelines. Records must be accurate, complete, and accessible for authorized personnel. Record Classification Records should be categorized and classified based on their content, purpose, and retention requirements. Differentiate between temporary and permanent records and assign appropriate retention periods. Access Controls Access to records should be restricted to authorized personnel to maintain confidentiality and integrity.
