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File Tips

News, tips, and advice from your information management experts

Topic: Retention Schedule

7-step employee training guide for record retention awareness

7-step employee training guide for record retention awareness

Choi Chow | Dec. 01, 2016 | Retention Schedule
What do a video production studio in L.A., a law firm in San Francisco, and purchasing departments for schools through the state have in common? They all have record retention policies that need to be followed by their employees.
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Record Retention: Big Tips for Small Businesses

Record Retention: Big Tips for Small Businesses

Choi Chow | Oct. 25, 2016 | Records Storage, Retention Schedule
In part three of our Q & A with records pro Helen Streck of Kaizen InfoSource, we learn why it’s important for even small-sized businesses to stay on top of record retention schedules.
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Record Retention Laws: Litigation Happens. Here’s Help.

Record Retention Laws: Litigation Happens. Here’s Help.

Choi Chow | Sep. 23, 2016 | Retention Schedule
What’s one of the most compelling reasons to create a retention schedule and stick to it? The law. In Part 2 of our exclusive interview, we ask records pro Helen Streck about how our record retention schedules can keep us organized in case of any litigation that may come your way.
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Helen Streck of Kaizen InfoSource on Retention Schedules [Podcast]

Helen Streck of Kaizen InfoSource on Retention Schedules [Podcast]

Choi Chow | Aug. 23, 2016 | Retention Schedule
Have you ever wondered how to even start? Record management pro Helen Streck, CEO of Kaizen InfoSource, definitely feels your pain. She sat down with Corodata to give us her guidelines for getting started on a retention schedule—a crucial piece that falls under an organization’s record retention policy, and the building block all record management. […]
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To Ring in the New Year, Archive Your Old Files

To Ring in the New Year, Archive Your Old Files

Choi Chow | Jan. 21, 2015 | Get Organized, Records Storage, Retention Schedule
When the calendar changed to “2015,” what did you do with all those papers, documents and old files marked “2014”? Smart businesses are boxing them up, archiving them and putting the ones they don’t need on hand into storage.
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Retention Schedule Advice

Choi Chow | Dec. 01, 2014 | Retention Schedule
How to Build a Flexible Retention Schedule Once you have determined the required length of time to store information, you now need to do it in a way that allows flexibility. Every great plan deals with contingencies in stride and adjusts to achieve the desired outcome. In the arena of Retention Scheduling, the fundamental goal […]
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Business Records Retention Guidelines

Choi Chow | Oct. 16, 2014 | Compliance, General Records Management, Records Management 101, Retention Schedule
As Records Storage Industry leaders, many of our clients ask us for help in the preparation of a Retention Schedule for their files. We have prepared this guideline, but offer it only as a starting point to be confirmed and tested by your accountants and lawyers. When it comes to compliance with legislation and the […]
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Why It’s Important to Destroy Documents According to a Retention Schedule

Choi Chow | Sep. 23, 2014 | Retention Schedule
As a business, there are certain rules and regulations you have to follow to stay on the right side of the law. One of the most common issues that arises is destroying documents on a proper retention schedule. As a business, there are naturally going to be some documents that you want to keep permanently […]
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Proper Retention Scheduling Is Required by Law but, What / Where are the Rules?

Choi Chow | Oct. 14, 2011 | Compliance, Retention Schedule
Perhaps no topic is more discussed in the information management world these days than Retention Scheduling. Digital data is being created at an exponential rate and the costs to store, manage, and maintain it are growing even faster in some cases. Hard copy inventories need just as much, if not more, attention. With the exception […]
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