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RECORDS-RETENTION-MANAGEMENT4 MIN READ

Sort the Retention Trigger

Choose appropriate event-based triggers for common retention rules.

Match each record series to the most defensible retention trigger. After case closure After contract expiration/closeout After superseded After fiscal year close Customer complaint investigation file Security incident response record after remediation Executed master services agreement Signed renewal amendment with obligations Published travel policy replaced by a new version Operating procedure replaced by an approved revision Accounts payable register for the accounting year Tax workpaper tied to annual filing

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