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This is Part 2 in a series about creating and executing an effective file plan for your organization. Click here to read the previous post: Creating a Retention Schedule that Works.
Creating a usable, automated, and simple file plan is an important part of ensuring records are managed in a consistent manner and that you are protected from legal risks, such as failure to disclose information during a discovery proceeding or the unauthorized leakage of information. The first step in the process is creating a retention schedule, which outlines how long records are kept in accordance with the organization’s obligations and the law.