Managing Financial Records

Records Retention...

Which Retention Schedules Should Agencies Use?

• Local Government Common Records Retention Schedule (CORE) v.5.0 (October 2024)
• State Government General Records Retention Schedule v.6.3 (October 2024)

How Long to Keep...

• Chat/Instant Messaging Records
• Database Records
• Emails
• Social Media Posts
• Text Messages
• Voicemails

Strategies for...

• Managing Chat/Instant Messaging Retention
• Managing Sensitive Payment Cardholder Data
• Managing Social Media Records Retention
• Managing Voicemail Retention

Other Advice Sheets...

• What Does "Until No Longer Needed for Agency Business" Mean?
• Why Isn't There Just One "Transitory" Records Series?

Training...

• Basics of Managing Financial Records Training