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:
- Record management
- Holding records
- Legal requirements (such as GDPR)
- Your church’s story
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.