Welcome to the “Creating a Record Retention Policy” lesson intended to help learners understand the record lifecycle and how to create a record retention policy. This lesson is the last of two in the “Recordkeeping Like a Pro” course, which highlights why recordkeeping is an essential part of a business and how to create and maintain a record retention policy. Expect to understand how to help employees recognize the importance of regulating record retention and the necessary steps to creating a record retention policy that suits your business. After viewing, learners will have a better understanding of record retention needs, record management systems, and what important issues to consider when creating a record retention policy that applies to the entire company.
Overview
COURSE DIFFICULTY
COURSE DURATION
8m
Skills Learned
After completing this online training course, students will be able to:
Develop a comprehensive record retention policy
Identify key legal and regulatory requirements for recordkeeping
Implement best practices for maintaining and disposing of records
Evaluate existing recordkeeping systems for effectiveness
Communicate the importance of record retention across departments
Records Managers, Compliance Officers, Legal Professionals, Administrative Staff, Data Management Specialists
Basic understanding of recordkeeping principles, Familiarity with regulatory compliance
01. Introduction to Record Retention Policies
02. Legal and Regulatory Framework
03. Best Practices for Record Maintenance
04. Strategies for Records Disposal
05. Communicating Policies and Training Staff
SKILLS LEARNED
Skills Learned
After completing this online training course, students will be able to:
Develop a comprehensive record retention policy
Identify key legal and regulatory requirements for recordkeeping
Implement best practices for maintaining and disposing of records
Evaluate existing recordkeeping systems for effectiveness
Communicate the importance of record retention across departments
WHO SHOULD ATTEND
Records Managers, Compliance Officers, Legal Professionals, Administrative Staff, Data Management Specialists
PREREQUISITES
Basic understanding of recordkeeping principles, Familiarity with regulatory compliance
COURSE OUTLINE
01. Introduction to Record Retention Policies
02. Legal and Regulatory Framework
03. Best Practices for Record Maintenance
04. Strategies for Records Disposal
05. Communicating Policies and Training Staff
