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Retention Management for Records and Information (ARMA International TR 27-2015) (PDF)
This technical report (PDF), which replaces the 2005 guideline by the same title, covers activities pertinent to managing the retention of records and information—regardless of media or format—as an organization applies those elements in accordance with the “needs of the business” and associated legal/regulatory requirements. It includes, but is not limited to, records and information stored on paper/physical media or housed via electronic resources. Records disposition is also discussed. It also includes three appendices:
Appendix A: Resources for retention management policy creation
Appendix B – Sample inventory forms
Appendix C – Examples of records retention schedule forms
View the table of contents. View the foreword.
View the print version.