Recap and IM Action Plan

1. Define the meaning of business records for your organization. If necessary, create a definition of business records on a department-by-department basis.

2. Create a written IM business record retention policy. At the same time, review your retention rules and policies for e-mail and other electronic data. Update as necessary.

3. Educate employees about electronic business records, the organization’s retention and deletion policies, content guidelines, compliance requirements, and enforcement guidelines.