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Records Retention Guidelines
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Construction / Real Property
Corporate
Customer Service
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Finance / Accounting
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Insurance
Intellectual Property
IT / IS Department
Legal -- excluding IP
Manufacturing / Facilities
Operations
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Quality Control / Inspection
Research and Development
Sales and Marketing
Tax
Transportation / Shipping

 

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Directions
  • To edit or insert additional information, select "Edit"; use this feature to add your company's retention period and/or any applicable legal requirements for a specific records type.  Please provide as much detail as you can. 
  • To post comments or begin a discussion thread, select "Discuss." 
  • To post a new records category, select “New Page.”  To access the template, please click on the following icon from the toolbar  and select New Records Type.
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Disclaimer
This is an online collaborative forum for individuals working to develop common knowledge resources. Because this forum relies on the input from many sources, the General Counsel Roundtable cannot guarantee the accuracy of the information contained herein. Furthermore, the General Counsel Roundtable is not engaged in rendering legal, accounting, or other professional services. This site should not be construed as professional advice on any particular set of facts or circumstances. Individuals and companies requiring such services are advised to consult an appropriate professional. Neither the Corporate Executive Board nor its programs are responsible for any claims or losses that may arise from any errors or omissions found in this site, whether caused by online contributors or the General Counsel Roundtable.

 

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