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Records Retention, Transfer, and Disposition

Records Retention, Transfer, and Disposition. OT 122 Chapter Seven. Introduction. All records have a life cycle A schedule helps the records manager determine status of a record. Storage Vocab. Active records? Used frequently and needed for day-to-day operation Inactive records?

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Records Retention, Transfer, and Disposition

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  1. Records Retention, Transfer, and Disposition OT 122 Chapter Seven

  2. Introduction • All records have a life cycle • A schedule helps the records manager determine status of a record

  3. Storage Vocab • Active records? • Used frequently and needed for day-to-day operation • Inactive records? • Used infrequently • Historical records? • aka archives • Inactive but concern history of company so kept permanently • Vital records? • Permanent and indispensible

  4. Working with a Records Retention and Disposition Schedule • Record life cycles can vary for companies • Federal, state, and local requirements must also be taken into consideration • Page 90-92 • Check Your Understanding, page 92

  5. Personal Records Management • WHO DOES THIS?!?!?

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