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.

Provided below is a template for creating a Local Records Guide for your department and a sample guide. These 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 Records Management Archivist.

    Create your own Local Records Guide

    Sample Records Guide