A records management program is essential for productivity, legal compliance, and disaster protection by ensuring quick access to organized records. Key steps include taking an inventory, deciding storage methods, and establishing retention times to align with business needs and legal requirements. Utilizing services like document management systems can streamline the process of maintaining an efficient and compliant records system.

1. Planning a
Records Management Program
Why you need one...
Productivity
Legal Compliance
Disaster Protection
Faster access to records with less
time refiling and organizing
Provides immediate fallback for
important records in case they are
lost or destroyed
An organized record system makes
it easy to produce records in the
face of a legal action or audit
Planning Your Program
Take a FULL Inventory
Decide How to Store
Lay Out Retention Times
With a complete inventory of all records you want to
manage, you can implement processes that coincide with
your business needs
Finding the best storage method will help keep your
business running smoothly. Services like Document
Management Systems and Offsite Storage can make the
process easier.
Identifying and monitoring retention times can ensure
compliance with state and federal laws for storing and
destruction methods.
Record Nations