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.
