Free Guide

Download the Records Storage Audit Checklist

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The Records Storage Audit Checklist is a free self-assessment from Corodata that scores ten areas of a physical records storage program so you can identify gaps. Do you know where your records are and who can access them? What about how quickly they can be retrieved or when they should be destroyed? Records managers, office managers, facility managers, and compliance officers can use this checklist to find answers to questions like these before a gap becomes a security or compliance problem.

Download the Records Storage Audit Checklist

What’s Inside the Records Storage Audit Checklist

Inventory and Access Controls

Inventory checks for unique identifiers, standardized labeling, and indexing

Storage environment review for water exposure, temperature, pests, and fire protection

Access controls for restricted areas, keys and badges, and former employees

Warning signs such as boxes on floors and records beneath plumbing

Retrieval and Chain of Custody

Retrieval process review covering request documentation and checked-out file tracking

Benchmarks for average retrieval time, from under one hour to records that can’t be located

Tracking requirements for every retrieval, transfer, and destruction handoff

Audit question on identifying the last person to handle a missing record

Retention and Secure Destruction

Retention checks for written schedules, legal holds, and official copies

Destruction requirements for authorized approval and Certificates of Destruction

Disaster planning for vital records, fire and flood risk, and recovery vendors

Red flags like “we keep everything forever” and “we destroy everything after seven years”

Vendor Oversight and Program Scoring

Vendor audit covering facility access, employee screening, and retrieval turnaround

Training checks for onboarding, policy access, and program ownership

Scoring system with results from Strong Records Storage Program to High Priority for Review

Priority fields for your top three fixes, with follow-up questions on risk, cost, and ease

Know where your records storage program stands today, so you know which gaps to fix first.

Download the Records Storage Audit Checklist to evaluate the security, access, compliance, and efficiency of your physical records storage program.

Download Today!