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These steps can be further explained as: Create or receive. This is the beginning of the records management process, which starts with creating or receiving a document relating to an organizations transaction or activity. Use or modify. Maintain or protect. Dispose or destroy. Archive or preserve.
In this blog, we recommend five records management best practices. Document Retention. Knowing which of your records to keep, and for how long, is essential to ensuring legal and regulatory compliance. Indexing and Categorization. Secure Storage. Final Disposition Reviews. Employee Training.
The following steps illustrate the business activities and transactions you need to keep your business archives secure. #1. Set up a records management team. #2. Identify key records, and figure out how long they need to be kept. #3. Develop a storage strategy. #4. Destroy the records you no longer need. #5.
Image of the Records Lifecycle using a circle arrow process. The first circle contains the first phase, which is creation or receipt. The second circle contains the second phase, which is maintenance and use. The third circle contains the final phase, which is disposition.
A Quick Look at the Records Lifecycle Creation. When information is received internally or externally in any form, including digital, print and video, it becomes a record. Distribution. This phase is concerned with managing the record. Use. Maintenance. Disposition.
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Records lifecycle is a group of stages through which every record must pass and be managed. It includes three primary stages: receipt or creation, distribution, and disposition. Of course, the process also includes some other stages. Every phase comes with individual policies and procedures.
The five core phases that make up the records life cycle are creation, maintenance and use, final disposition, storage, and security.

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