Retention and Disposition
Robust Records Schedules
FiT’s automated retention and disposition workflow helps you manage physical and electronic document storage.
A retention and disposition schedule is a plan of action that indicates the
period of time you should retain your records. Records schedules allow you to dispose of records in a timely, systematic manner by setting retention and disposal guidelines based on administrative, legal, fiscal, or research needs. FiT’s retention and disposition workflow identifies eligible records for review – and notifies you – so you know what you have, where it is, and when you can dispose of it.
period of time you should retain your records. Records schedules allow you to dispose of records in a timely, systematic manner by setting retention and disposal guidelines based on administrative, legal, fiscal, or research needs. FiT’s retention and disposition workflow identifies eligible records for review – and notifies you – so you know what you have, where it is, and when you can dispose of it.
FiT Retention Benefits
Stay compliant and keep your records always accessible.
Software Integration
Seamlessly integrate with other solutions so that you can manage the retention schedules in one place and receive synced notifications on record schedules.
Retention Schedules
Organizations have the ability to create and define retention periods based on specific criteria and apply retention policies to both physical and electronic records.
Customized FiT
FiT has custom end-user security role capabilities to ensure information is secured and only the right people have access to information.
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FAQs
Gain control of your retention schedule
Why is a records retention schedule important?
A records retention schedule is vital for organizations as it ensures compliance with legal and regulatory requirements, optimizes resource utilization, mitigates risks, preserves historical records, and enhances organizational efficiency. It sets clear guidelines for data retention and disposal, minimizing legal liabilities and data-related risks. By efficiently managing records, organizations can make informed decisions, streamline processes, and maintain a valuable historical archive. Ultimately, a well-structured retention schedule fosters effective information governance and overall organizational success
What is a records retention policy?
A records retention policy is a formal document or set of guidelines that outlines the organization's approach to managing and retaining records. A well-defined records and retention policy provides a framework for consistent and compliant records management throughout the organization.
How can FiT retention and disposition help your organization?
FiT can help you define and automate your retention schedules for different types of records based on specific criteria to meet your needs. FiT can track the age of records and automatically initiate a notification when retention periods are near and expiring. This ensures consistency, timely disposal, increased compliance, and cost savings.