Worksheet

Retention schedule worksheet

One line per record type. Columns: record type, system and owner, start event, keep period, legal minimum and who confirmed it, deletion method, copies to clear and last test date. A block at the foot lists legal-hold cases and restore replay steps, plus the name of whoever signs off each quarterly test.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Data retention schedule: how to set one and run it in software”, www.gullysystem.com/blog/data-retention-schedule-how-to-set-one-and-run-it-in-software