Creating a Records Schedule Step by Step

Creating a Records Schedule Step by Step

Creating a Records Schedule Step by StepRecords management is not easy and if done poorly or haphazardly can consume an enormous amount of time, human capital, and budget.

Records schedules help. The National Archives and Records Administration (NARA) defines a records schedule as “mandatory instructions for the disposition of the records.” These are documents that streamline and simplify the records management process by providing clear instructions on how to handle different types of records and identifying which personnel are responsible for what activities.

For U.S. federal agencies, records schedules are not just helpful; they’re mandatory (44 U.S.C. 3303). But how do you create a records schedule that can satisfy NARA?

Click here to learn more about creating a records schedule.