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Organizational rules, processes and systems for systematically capturing, retaining and disposing records across their lifecycle.
Records management encompasses policies, processes and systems for capturing, classifying, retaining and disposing records across their full lifecycle. It ensures legal accountability, operational continuity and information-driven decisions. Effective records management reduces risk, simplifies regulatory compliance and supports efficient archiving, retrieval and access control.
Share of records complying with retention and classification rules.
Time from search request to provision of relevant documents.
Number of deficiencies identified in records management audits.
Centrally managed files with harmonized retention periods and controlled access for authorized bodies.
Accounting records and annual reports with audit-proof storage and disposal rules.
Structured personnel files with differentiated retention periods and access logs.
Perform an as-is analysis of document holdings and systems.
Define retention and classification rules.
Select technical platform and connect source systems.
Plan rollout, train users and establish governance.