Record Management Policies and Procedures
Record management policies and procedures are defined in
the Record Management, Retention, and Destruction Policy Template

Template comes in MS WORD format and is easily modified to meet the
needs of enterprises of all sizes. The template comes with a dozen
forms which can be used immediately to create a record retention and
disposition schedule.
Records enable and support an enterprise's work
to fulfill its mission. Every organization must address well-defined
objectives that add value, either by achieving the organization's goals
or by reducing costs. Records are a valuable resource, and it is
essential to take a systematic approach to their management. Some of the
benefits of records management are that it:
- Meets statutory and regulatory requirements
including archival, audit, and oversight activities.
- Contributes to the smooth operation of an
enterprise's mission by making the information needed for decision
making and operations readily available;
- Helps deliver services in a consistent and
equitable manner;
- Facilitates effective performance of activities
throughout an enterprise;
- Protects the rights of an enterprise, its
employees, and its customers;
- Provides continuity in the event of a disaster;
and
- Protects records from inappropriate and
unauthorized access
Record Management, Retention,
and Destruction Policy Template Contents
You areas included with this
policy template are:
- Record retention requirements for SOX sections
103a, 302, 404, 409, 801a and 802.
- Policy
- Standard
- Scope
- Responsibilities
- Record Management
- Compliance and Enforcement
- Email Retention and Compliance (Policy)
- Job Description Manager Record Administrator
- Email Retention Policy
- 12 forms for Record Retention and Disposition
Schedule
- List of Document Types with retention and
destruction time periods
You can download the Table of
Contests and selected pages for this policy template.
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