Part 9 – (k) Documenting records management procedures
- Documentation should address legal, organizational and technical requirements
- Relevant legislation, standards and policies should be recorded, to determine requirements for practice, review, audit and testing of records management processes
- Decisions on which records should be captured and how long records should be maintained should be clearly documented and retained
- Details of business activities and the records that result from each business activity, and their retention periods and disposition actions must be recorded clearly and unambiguously
- Events that activate or enable disposition actions should be clearly identified
- Instructions for the transfer of records to alternative forms of storage (e.g. off-line or off-site storage) should be included