Files Records Management Procedure | G&A102

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Efficiently Manage Your Files and Records with Our Procedure Template


Are you struggling to keep track of your company’s files and records? Do you find yourself wasting valuable time searching for important documents? Our Files Records Management Procedure Template Word product is the solution you need to streamline your document management process.

Our template provides a comprehensive guide to managing your files and records, from creation to disposal. It includes step-by-step instructions for organizing, storing, and retrieving documents, as well as guidelines for maintaining confidentiality and security.

With our template, you can:

  • Establish a consistent filing system that makes it easy to find documents
  • Ensure that all documents are properly labeled and stored in the correct location
  • Implement a retention schedule to ensure that documents are disposed of in a timely and secure manner
  • Train employees on proper document management procedures to ensure compliance and consistency

Our Files Records Management Procedure Template Word product is fully customizable to meet the unique needs of your organization. You can easily modify the template to reflect your company’s specific policies and procedures, and add or remove sections as needed.

Don’t let disorganized files and records slow down your business. Invest in our Files Records Management Procedure Template Word product today and start managing your documents more efficiently.

Files Records Management Procedure

The Files Records Management Procedure helps control records in an orderly fashion for time periods that comply with legal and governmental requirements.

Utilizing a Files Records Management Procedure will ensure the utmost document management efficiency.

Accurately managing your documents is also necessary for general business requirements to outline the methods for filing, retaining and disposing of business records. The company document management procedure applies to all business documentation generated by your company. However, this does not necessarily cover internal or certain day-to-day business correspondence. (14 pages, 3451 words)

To ensure efficient access, filing centers should be established in each department. To reduce the amount of duplicate and unnecessary record retention, individual desk files should be avoided unless they are used in daily operations. All other departmental or company records should be filed in the departmental central filing areas. Storage of archived records will be maintained in the locked storage area of the building. Access to this area will be limited to the Controller, officers of the Company and the File Manager.

Files Records Management Responsibilities:

The File Manager will be responsible for categorizing and maintaining a listing of records maintained and the location (i.e. by wall unit and shelf row number).

The Controller is responsible for overseeing the execution of company policy for Record Retention, Storage and Destruction of obsolete company records.

Files Records Management ProcedureFiles Records Management Procedure Activities

  • Filing System
  • Record Retention Policy and Long Term Storage
  • Record Destruction

Files Records Management Procedure References

  • Health Insurance Portability Accountability Act (HIPAA)
  • Age Discrimination in Employment Act (ADEA)
  • Americans With Disabilities Act (ADA)
  • Civil Rights Act of 1964
  • Employee Retirement Income Security Act (ERISA)
  • Employment Polygraph Protection Act
  • Equal Pay Act
  • Executive Order 11246
  • Fair Labor Standards Act (FLSA)
  • Family and Medical Leave Act (FMLA)
  • Immigration Reform and Control Act (IRCA)
  • Occupational Safety and Health Act (OSHA)
  • Rehabilitation Act of 1973
  • Right to Financial Privacy Act
  • Guide to Record Retention Requirements
  • IRS Revenue Procedure 98-25 Records Retention

Files Records Management Procedure Forms

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