Document Retention Tips for Administrative Professionals

Learn the necessary record retention knowledge and skills to make informed decisions concerning guidelines.Many organizations effectively utilize their document management systems to conduct daily business, but many also have difficulty understanding when and why they should destroy electronic and physical documents. This topic will help you understand the importance of establishing a records management program that should include retention and destruction policies and procedures. Further, you will be able to assist your clients in understanding and applying these principles. By failing to apply these principles, organizations risk not having the correct documents available when they need them. More importantly, they risk having those documents, which actually should have been destroyed, available at the wrong time.

Overview and Reasons for Implementing a Records Management Program (RMP) in Your Organization • What Is a Document? • What Is a Record? What Is a Records Management Program? • Why Develop an RMP? • Ethical Considerations Records Retention and Destruction Guidelines • Litigation Hold • Proper Destruction • Improper Destruction • Ethical Considerations Your Clients’ Records Your Own Organization’s Records