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Creating Local Records Guide

It is important to write down local procedures for records management within your department. Documenting your local procedures and responsibilities will ensure consistency, help staff members locate needed records, ensure proper destruction or preservation of records as appropriate, and provide continuity in the case of staffing changes.

Consider creating a Local Records Guide [PDF] for your department. Use the Sample Records Guide [PDF] as a model. A local records guide will help you get started with defining local procedures, responsibilities, and conditions. If you need help implementing any parts of your plan, or have questions about how to proceed, you can always contact the Archives at