Records management — retention schedules

What you'll learn

1. 1

   Imagine a filing cabinet 📁 in an office. A retention schedule tells you how long to keep each file before you can safely shred it.

2. 2

   What does a retention schedule tell you?

3. 3

   Here's a simple retention schedule for a small business 🏢. Each document type has a 'keep for' time.

4. 4

   A client sends you a signed contract today. How long must you keep it?

5. 5

   Drag each document to the correct 'keep until' date on the timeline 🗓️.

6. 6

   A payroll record was created in 2022. The schedule says 'keep for 3 years'. When should you shred it?

7. 7

   You find a 10-year-old tax return in the archive. The schedule says 'keep for 6 years'. What should you do?