Hi all, I have a question that maybe I am making too hard.  Does anyone know of any good sources or templates for the Review/Authorization Process for Records that are eligible for retention (I am focusing on physical/hard copy records for this particular effort)?  I am not so much worried about identifying the specific eligible records - we have that covered - but, rather, the Review and Authorization (e.g., Destruction/Archiving/Continued Retention) process for the retention-eligible records.

I have texts which lead up to that point (and some sort of glaze over it), but I can't seem to locate a source that speaks directly to the Review/Approval process (however, I do have samples of destruction authorization forms - just not the process to populate and complete the form).  The process certainly would vary based on industry, department, etc., but I thought there would at least be some general best practices defined.

Thanks in advance for any ideas/examples you may have!


Brett Wise CRM, CIPP/US, IGP, CIP | American Board of Pediatrics
Director of Records & Information Management
111 Silver Cedar Court
Chapel Hill, NC 27514
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