Records retention schedule
Records kept, transferred or destroyed on schedule
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the records inventory and the retention schedule
Applies the retention schedule to the agency's records series and lists what is due for transfer or destruction
Computes the disposition dates and checks the holds
Checks each series against the legal holds before anything is destroyed
Drafts the requests and the certificates
Drafts the disposition request and the certificate of destruction
Works in
Box, SharePoint, ServiceNow
Box, SharePoint, ServiceNowWhat it does
- Applies the retention schedule to the agency's records series and lists what is due for transfer or destruction
- Checks each series against the legal holds before anything is destroyed
- Drafts the disposition request and the certificate of destruction
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.