Federal and state laws and other regulations require organizations to keep certain paper documents and electronically stored information for set periods, but those laws overlap and conflict. As records management rules and risks grow, following best practices matters more.
This 90-minute record retention and destruction webinar covers what to store, where, for how long and what software you need to access it. You'll learn how to judge a record's importance and sensitivity, map its lifecycle, and see why keeping too much can be as harmful as keeping too little.
The session also explains how procedures differ for paper and electronic files, best practices for imaging paper records, the DIN 32757-1 security levels for destruction, the do's and don'ts of safely destroying old records, and how to make your retention schedule defensible.
WHY SHOULD YOU ATTEND?
Consistent records management reduces litigation exposure and regulatory criticism, and anyone who has faced a wage and hour audit, unemployment claim, workers' compensation hearing or lawsuit knows the value of good records. Better storage also means faster retrieval and better productivity.
This session suits department managers, accounting, HR and benefits staff, business owners and anyone responsible for a records retention, access and destruction program.
AREA COVERED
- What the law requires for record retention
- Determining record importance and sensitivity
- When keeping too much is as harmful as keeping too little
- Determining the lifecycle of records
- How procedures differ for paper files and e-files
- Best practices for imaging paper records
- Organizing electronic and paper records for faster access
- Identifying and safely destroying old records: do's and don'ts
- DIN security levels and the DIN 32757-1 standard
- Record schedule defensibility and steps to improve it
LEARNING OBJECTIVES
- Explain what the law requires for record retention
- Apply best practices for record retention and destruction
- Identify old records and destroy them safely
- Image paper records using best practices
- Organize electronic and paper records for quicker access
- Build a defensible records retention schedule
WHO WILL BENEFIT?
- Department Managers
- Accounting staff
- HR staff
- Employee benefits professionals
- Business owners
- Anyone who wishes to increase or refresh their knowledge of Record Retention and Destruction
- Any employee responsible for developing and/or maintaining an effective records retention, access and destruction program
Consistent records management reduces litigation exposure and regulatory criticism, and anyone who has faced a wage and hour audit, unemployment claim, workers' compensation hearing or lawsuit knows the value of good records. Better storage also means faster retrieval and better productivity.
This session suits department managers, accounting, HR and benefits staff, business owners and anyone responsible for a records retention, access and destruction program.
- What the law requires for record retention
- Determining record importance and sensitivity
- When keeping too much is as harmful as keeping too little
- Determining the lifecycle of records
- How procedures differ for paper files and e-files
- Best practices for imaging paper records
- Organizing electronic and paper records for faster access
- Identifying and safely destroying old records: do's and don'ts
- DIN security levels and the DIN 32757-1 standard
- Record schedule defensibility and steps to improve it
- Explain what the law requires for record retention
- Apply best practices for record retention and destruction
- Identify old records and destroy them safely
- Image paper records using best practices
- Organize electronic and paper records for quicker access
- Build a defensible records retention schedule
- Department Managers
- Accounting staff
- HR staff
- Employee benefits professionals
- Business owners
- Anyone who wishes to increase or refresh their knowledge of Record Retention and Destruction
- Any employee responsible for developing and/or maintaining an effective records retention, access and destruction program