Records Retention Schedule Model

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Records Retention Schedule Model
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Discussion Points
Taking the Test
Values of Retention Schedule
Developing a Retention Schedule
How to Read CATS Retention Schedule?
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Does your agency need an internal retention
schedule?

• Multiple record types?
• Records locations are decentralized?
• Control and maintenance of records are
  decentralized?
• Are you a Records Administrator, Manager, Lead,
  Specialist, Coordinator, Technician
• Do your know the types of records your agency
  maintains?
• If you answered yes to the above questions, an
  internal records retention schedule is
  recommended.

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Question-

• City Adopted the NC Municipal Schedule as its
  Retention Guide
• Why would CATS need a retention schedule?

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Food for Thought

• If you were a Fleet Manager, wouldnt you like to
  know
• The types of vehicles you manage
• Where they are located
• How and when they are serviced

Of course you would!
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Value of Retention Schedules
Value of
Records Retention Schedules
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Record Stats (True or False)
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Development of Retention Schedules

• Planning
• Collect Data
• Solution Definition
• Evaluation
• Implementation
• Training, collaboration and communication must
  be constant throughout the development process.

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Resources

• www.ah.dcr.state.nc.us/records/
• Information Management Jan.-Feb. 2006 (ARMA
  International Publication) Condition Critical
  (Developing Records Retention Schedules
• mmparker_at_ci.charlotte.nc.us