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RECORDS-RETENTION-MANAGEMENT5 MIN READ

Record Value Comes Before Age

Distinguish business records from convenience copies by evidence value before applying retention time.

A record is evidence of work, not just a file someone might need later. Why value comes before age Age is an easy filter, but it is a weak retention principle. Records retention is about preserving reliable evidence for as long as a business, legal, fiscal, or historical need exists. If a file proves an approval, transaction, obligation, policy, or audit trail, it deserves formal treatment. If it only helped someone complete the work and the authoritative record is already captured, it can usually follow a shorter rule. The four quick labels Use four labels before applying a retention period:…

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