It’s time for a little WINTER RECORDS CLEANING! Can you believe it? The days are getting shorter, the temps are getting cooler, and the holidays are just around the corner. Where did the time go? Fall is a great time to think about The 5 W’s – Who, What, When, Where, and Why with regard to records cleaning.
Who should go through the records? Anyone who puts information on paper. It’s always a good idea to go through your records at least once a year and especially at the end of a fiscal year or calendar year. If you do not have a secure destruction container in your office, it would be a great idea to get one so that you can get rid of sensitive information on an ongoing basis. ADS has shred bins of all sizes to suit your individual needs!
What records should you be cleaning out? This will vary for different industries based on the types of records you have – medical records, tax records, purchase orders, corporate records, personnel/HR files, accounts receivable/payable, contracts, etc.
When can the records be destroyed? Each state has its own requirements for records retention. ADS can design a records retention program to fit your needs that is compliant with state laws and regulations.
Where are the records going to be stored? Once you determine what records will need to be stored, you have to figure out where you are going to store them. Storing records onsite can be costly, not to mention take up a lot of room. ADS can save you money and time with our records management programs. Ask us how today!
Why is all of this necessary? Not only is it a good practice to properly store and shred sensitive information, IT’S THE LAW!
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