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RECORDS-RETENTION-MANAGEMENT5 MIN READ

Build a Schedule Without Guessing

Build a draft retention schedule by identifying record series, trigger, and disposition authority.

The go-live ask Procurement wants one retention number for a new contract workflow. The system has signed contracts, redlines, approval comments, and abandoned deal folders. If you skip series and trigger, every later deletion becomes a judgment call. NARA scheduling logic Series -> Trigger -> Period -> Disposition A schedule turns business activity into a repeatable retention rule. The order matters because the period only makes sense after you know what record series you are timing and what event starts the clock. Guess Pick seven years because it sounds familiar. The rule can be audited and repeated. Do not schedule…

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