Records Management: Simplified

Boost efficiency, avoid legal risks, and reduce storage expenses with this 8-slide mini-module on best practices for managing business records.
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Description

The way your teams handle company records can either make your org super efficient or create a complete mess. Even worse, poor practices hinder productivity and can lead to legal woes. 

Keep everyone organized and compliant with this 8-slide mini-module, which covers:

  • What is (and isn’t) a business record

  • Various formats they may take

  • Authorized access and secure storage

  • Where and when to find your retention schedule 

Add this mini-module to the Annual Refresher Course and follow it up with What is a business record?, Finalizing, submitting, and storing company records?, and Can you throw it away? job aids for easy reference.

What does it cover?

Confidentiality Privacy Document Retention Use of Company Assets Intellectual Property Healthcare Privacy

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