Question: Follow the same process that a Records Manager would for creating a retention schedule: Conduct a records inventory. Classify the records by function and record
Follow the same process that a Records Manager would for creating a retention schedule:
Conduct a records inventory.
Classify the records by function and record type. Function refers to how you use the record: For work? School? Social?
Decide on an appropriate retention period, event trigger, and disposition method.
The retention and disposition will reflect your personal preference but should be justified and make sense in the context of the record type. Here is a screen shot of a small section of a personal retention schedule that dovnload file r reference.
Please download the sample document darr to see part of a personal records retention schedule.
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