Record Management, Retention, and Destruction Policy - Version History

The Record Management, Retention, and Destruction is a detail policy template which can be utilized on day one to create a records management process. Included with the policy are forms for establishing the record management retention and destruction schedule and a full job description with responsibilities for the Manager Records Administration.

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Version History

Vestion 2.2

  • Updated all of the electronic forms to meet the latest mandated, ISO, and EU requirements
  • Reviewed record retention requirements - made adjustments as necessary
  • Updated Job Descriptions

Version 2.1

  • Added job description - Record Management Coordinator
  • Added legal definitions
  • Updated to meet latest compliance requirements

Version 2.0

  • Restructured the entire procedure
  • Added interviewee checklist for implementation of record management, retention and disposition policy
  • Add annual review process of record management, retention and disposition policy
  • Updated compliance requirements
  • Updated all electronic forms

Version 1.7

  • Updated Employer Record Retention Federal Requirements
  • Updated for the Affordable Care Act
  • Added Electronic Forms for Record Retention and Disposition Schedule
    • Personnel Records
    • Administrative Records
    • Facility Records
    • Financial Records
    • Sales Records
    • Computer and Information Security Records
    • Computer Operations and Technical Support
    • Data Administration
    • General Systems and Application Development
    • Network and Communication Services
    • User and Office Automation Support
    • Safety Records

Version 1.6

  • Updated for latest I-9 record retention requirements
  • Updated citations to include Lilly Ledbetter Fair Pay Act

Version 1.5

  • Updated Citations for Federal Laws

Version 1.4

  • Added Citations for Federal Laws

Version 1.3

  • Updated Regulations and Impact Section
  • Added citations for Pennsylvania in Appendix
  • Added citations for Massachusetts in Appendix

Version 1.2

  • Updated¬† Job Description Manager Record Administration
  • Added Record Management Best Practices
  • Updated Regulations and Impact Section

Version 1.1

  • Expanded Email Retention and Destruction Section
  • Added Document Retention and Destruction Table in Appendix