Keeping everything forever is a decision, and a bad one RETENTION
A retention schedule turns keeping into a decision, once, in writing. This is the schedule, the arithmetic and the list of what is already overdue. Kept in this tab.
Where it stands
Whose schedule this is
Add a kind of record
Start from one of these if it helps; every one of them needs changing to match what you actually do.
The schedule
What you are actually holding
Add the things you hold and the date the clock started, and the page works out what is overdue.
The schedule as a document, and getting it out
How it works
RETENTION builds a records retention schedule: how long each kind of record is kept, and why, decided once and written down. Keeping everything forever is a decision too, and usually a bad one. It does the date arithmetic and lists what is already past its period. It does not delete anything. The schedule is kept in this browser.
Doing this often? The OBSCURA Sovereign Suite keeps retention with the rest of the compliance work: policies, evidence and the audit pack. On its own, US$4 a month; with everything else, US$9 a month or US$79 a year. 7 days free.