- The practice of Records Management involves the following activities:
- Creating, approving and enforcing records policies, including a classification system and a records retention policy.
- Developing a Records storage plan, including the short and long term housing of physical and digital information.
- Identifying existing and newly created records, classifying them and then storing them according to standard operating procedures,
- Coordinating access to and circulation of records within and outside the organization,
- Executing a retention policy to archive and destroy records according to operational needs, operating procedures, statues and regulations.
The main tool used to manage the disposition of records is the records schedule. The schedule provides mandatory instructions for what to do with records as well as non record materials that are no longer needed for current business.
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