Administrative Services Manager how-to
How to Set Up a Records Retention Schedule
Clear schedules cut clutter and risk.
Quick answer
Clear schedules cut clutter and risk. In short: list; check; set, then complete the remaining steps below.
Step by step
List record types.
Check legal requirements.
Set retention periods.
Assign owners.
Plan secure destruction.
Train staff.
Safety reminders for administrative services managers
- Keep exits and aisles clear
- Maintain emergency plans
- Protect confidential records
- Ensure ergonomic workstations
Key terms
Records retention schedule · Vendor contract · Service level agreement · Procurement · Document management · Purchase order: see the full administrative services manager glossary.