Learning Document Retention and Data Management Preview

Learning Document Retention and Data Management

With William Joseph Liked by 1,022 users
Duration: 58m Skill level: Beginner Released: 12/21/2014

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Course details

Do you know which documents to keep, and how long to keep them? A solid document-retention policy can preserve knowledge, prevent liabilities, and keep you compliant with government regulations. In this course, William R. Joseph will help you get the proper documentation and data-management policies in place at your organization. He introduces the basic concepts behind document retention, including:
  • The golden rules of document and data retention
  • Preserving knowledge, relationships, and achievements through documentation
  • Federal and state requirements for retention
  • Guidelines for tax records, contracts, and other documents
  • Building a new policy
  • Storage systems and tools to consider

By the end of the course, you'll be able to build a plan that satisfies all the requirements and also protects your company's proprietary information.

Skills you’ll gain

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Sample certificate

Certificate of Completion

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Meet the instructor

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Contents

What’s included

  • Practice while you learn 2 exercise files
  • Test your knowledge 4 quizzes
  • Learn on the go Access on tablet and phone
  • Stay up to date Continuing Education Units

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