Welcome!News − New Article on document management

New Article on document management

10th June 2023

A major new Article on document management and retention has been uploaded to this website at the beginning of June. I am often asked for advice in this area. This Article takes a broad overview and then lists other websites for those who need more detailed information. The aim here is to put the subject into perspective. See A55: The management of church records.
Click/tap red heading to continue.

The first part addresses six issues:

  1. Record management
  2. Holding records
  3. Legal requirements (such as GDPR)
  4. Security
  5. Your church’s story
  6. Implementation

The second part summarises retention needs for different categories of record: HR, financial, governance/legal, property (health and safety), safeguarding and administration.

The final part shows how the structure of this Article can be used to write a Document Management/Retention Policy and then gives a list of weblinks to provide more detail than has been possible in this overview.