Your Co.

Logo RECORDS RETENTION SCHEDULE RM9903-02

Effective Date: 5/30/2008

Class Class Title Retention Period Office of Justification/Comments

Code/Schedule Record
Scope Note/Retention Event Active Storage Total
Number
On-Line Off-Line
FA1000 Accounts Payable C+1 4 6 030302 Keep for Accounting and Tax
Invoices and Vouchers reasons.
(Skupsky Legal Research
Records related to payment of financial
Group ACC000)
obligations. These documents verify the
purchase of goods and services. Includes
vendor invoices and supporting documents
needed to verify the accuracy of the invoice
and to authorize payment.
Retention Event: Retention begins when
record is created. (C + 1 = creation year + 1
year)
Examples Include:
• Authorization for Expenditure (AFE)
• Accounts Payable Vouchers
• Cash Disbursements
• Credit Card Statements
• Employee Expense Reports
• Invoices
• Material Receipts
• Petty Cash
• Post Audit Claims
• Check Request Forms

Approved : Page 1 of 2
Your Co. Logo RECORDS RETENTION SCHEDULE RM9903-02
Effective Date: 5/30/2008

Class Class Title Retention Period Office of Justification/Comments

Code/Schedule Record
Scope Note/Retention Event Active Storage Total
Number
On-Line Off-Line
AD1000 Administration C+1 1 3 Enter government
General regulations here.
Write a description of the contents of this Enter company policies here.
class of records here
Also, enter your imaging
Retention Event: Insert the trigger event for policy here along with
retention here. Also explain that C = current comments on the destruction
or F = Fiscal, T = Termination, S = of originals after imaging.
Supersedes, etc.
Enter Vital Records
Example: Retention begins when employee’s Protection information here.
period of employment ends.
Examples Include:
• Insert some examples of what this
class should contain

Excludes: To avoid confusion, tell if there

are exclusions and where they will be found.

Note:
1. For the web version, exclusions will be hot linked to the schedule number where records will be found.
2. Company policies will be hot linked
3. A user will be able to go to a search screen and enter the document type and have the applicable schedule pop up.

Approved : Page 2 of 2