Records Retention Schedule Template


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A retention schedule stipulates how long electronic documents and records should be retained by an enterprise. 

This template includes five modifiable fields:

  1. Department/Record Type
  2. Name of Regulation/Policy
  3. Retention Period
  4. Review Required
  5. Name of Reviewing Authority

Work with existing records management staff (if applicable), legal counsel, and management to ensure that the stipulated retention periods meet both compliance and operational requirements.

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