Records management process flow chart 2025

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This process is known as the lifecycle of a record, made up of four stages: create, maintain, store, and dispose of. Weirdly, the lifecycle of a record actually holds similarities with that of a biological organism: It is born = Creation. It lives = Maintain and Store.
There are three stages to the records life cycle: Creation: This is when records are initially created. Maintenance: This stage of the records life cycle consists of updating, modifying, and if necessary, moving records. Final disposition: The final stage is where records are destroyed, preferably shredded.
There are several steps to implementing a records management program in your department. Step 1: Identify Responsible Individuals. Step 2: Identify Departmental Records. Step 3: Inventory Records. Step 4: Determine the Office of Record. Step 5: Identify Retention Periods. Step 6: Disposition Records.
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.
The records life cycle (RLC) describes the stages a record goes through from its creation to its eventual destruction. It includes the processes of creating, maintaining, storing, and disposing of records over the course of their useful lifespans. It also includes how these records are retrieved and archived.
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Although every audit process is unique, the audit process is similar for most engagements and normally consists of four stages: Planning (sometimes called Survey or Preliminary Review), Fieldwork, Audit Report and Follow-up Review.
The records management process 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.
There are four types of records: official records, transitory records, non-records, and personal records. Some records are kept for a short amount of time, and some records have long retention periods. Retention periods for records are approved by Retention and Disposal Schedules.

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