The Importance of Maintaining a Solid Retention Policy

Our records are permanent. Why don’t weare often found culpable for actions that were
ever see a Destroy Review report? Mr. Johnsonentirely compliant with the rules and regulations of
won’t let go of anything. We can’t riskthe day. But records kept beyond the eligible
accidentally destroying something thatdestruction date can contain information, including
shouldn’t have been destroyed. It seems thatnotes and comments, which determine the
destruction costs more than just continuing toassignment of liability. The cost of not destroying
store a box.records can go well beyond the cost of
If any of these comments sound familiar, we candestroying them.
probably help you better understand theArchive Systems will partner with you to ensure
importance of implementing a company-widecompliance with your records retention policy,
retention policy and schedule. Generally, only aboutregardless of whether it is a simple outline or a
5% of a business organization’s recordscomplex schedule using records series titles and
actually need to be kept forever. These includecodes. What matters about your policy is that it is
articles of incorporation, board meeting minutes,standard across the company and complied with
certain titles and deeds, among other things. Butby everyone who handles your organization’s
whether or not specific records should berecords.
destroyed is not a decision that should made byOur container-level Electronic Archiving Form
different individuals throughout the company. The(EAF) includes a field in which you can provide us
length of time you are required to keep awith the destroy review date for each box you
document is actually based on the type of recordsend to our records center. If you require that
it is. There are certainly industry-specific retentionevery box has a destroy review date, our Quality
requirements, but these too are based on theAssurance team will ensure that we have the
type of document being stored.information.
Compliance with a company-wide retention policyAt the end of each year, we send our clients a
means that you may actually store less paper.list of the boxes that are eligible for destruction
For example, numerous departments may bebased on our records. We also provide a Destroy
involved in the preparation and/or execution of aReview report available on our Virtual Records
contract. Instead of each department keeping aCenter (VRC), which allows you to review
copy, a retention policy will identify who actuallyrecords eligible for document destruction
owns the document and is required to keep it.quarterly, monthly, or even daily. If necessary,
This eliminates the expense of storing multipledestroy review dates can be edited in the VRC.
copies of the same record.Archive Systems will not destroy a single box
Risk Management and Records Managementbased on the destroy review date. Every box
Servicesyou want destroyed must be listed and
Records management is now synonymous withauthorized by the appropriate personnel in writing
risk management. The cost of keeping recordsby letter or email. Once a destruction work order
longer than required isn’t limited to the perhas been entered into our system, there is a
box rate you pay your vendor for storage.triple validation process in place that ensures that
Retaining expired documents can result inonly the boxes you have authorized will be
enormous costs to a company in the form ofshredded.
liability exposure, legal expenses and corporateA good retention policy puts you on auto-pilot.
reputation. For example, if you keep files beyondThe implementation of a company-wide retention
the defined retention policy, you must productpolicy enables you to truly manage your records.
them during the discovery process. Companies