Document Retention

The following 23 items are listed by Content Data.
Process Flows

Termination Process Flow

This sample process flow can be used as a general guide to understanding and reviewing the steps in an organization’s te...
Mon, Sep 5, 2022
Policies & Procedures

Record Retention Policy

This tool contains five sample policies that establish standards and procedures for the retention of electronic and pape...
Mon, Aug 29, 2022
Checklists & Questionnaires

Audit Work Paper Quality Review Checklist

This tool provides questions and preparation techniques to consider when reviewing the quality of audit work papers.
Mon, Jun 20, 2022
Policies & Procedures

Data Backup and Retention Policy

This tool contains three sample policies that highlight guidelines and procedures common to recognizing and retaining da...
Subscriber Content
Mon, Sep 20, 2021
Policies & Procedures

Document Retention Program Policy

In this document, we provide two sample policies that establish definitions, guidelines and procedures an organization s...
Subscriber Content
Mon, Aug 16, 2021
Benchmarking Tools

Records Management Risk Key Performance Indicators (KPIs)

This tool contains key performance indicators and questions an organization can use to evaluate its record management pr...
Subscriber Content
Mon, May 3, 2021
Policies & Procedures

Accounts Payable Document Preparation Policy

This sample policy defines guidelines and procedures organizations should follow when preparing accounts payable documen...
Subscriber Content
Mon, Mar 22, 2021
Policies & Procedures

Data Classification Standard Policy

This sample policy can be used by auditors to ensure that all of the organization’s classified information is properly i...
Subscriber Content
Mon, Mar 15, 2021
Policies & Procedures

Record Management Policy

This tool contains two sample policies that outline guidelines and procedures related to managing and retaining business...
Subscriber Content
Mon, Oct 19, 2020
Audit Reports

Record Retention Process Review Audit Report

This sample report reviews an organization’s record retention process and identifies associated risks.
Subscriber Content
Mon, Jul 29, 2019
Checklists & Questionnaires

Record Retention Questionnaire

This tool helps to assure that records are retained in compliance with any regulatory record retention requirements and ...
Subscriber Content
Mon, Jun 11, 2018
Policies & Procedures

Data Management: Data Backup and Storage Policy

This sample policy specifies the procedures for backing up data and facilitating the recovery of important data in the e...
Subscriber Content
Mon, Oct 2, 2017