What should a plan for transferring records to storage include?

What should a plan for transferring records to storage include?

• A. A plan to digitize all records
• B. A plan to move only active files
• C. Who is responsible for verifying that records belong in storage, boxing, labeling, and transporting
• D. A plan to shred everything immediately

Answer: (C)

When planning how to move records into storage, assign clear responsibility for verifying which records actually belong in storage and for the physical tasks of boxing, labeling, and transporting them. This ensures there is accountability for each step, so only eligible records are moved, boxes are labeled consistently for easy retrieval, and transport to the storage location is done under proper control. Having designated roles also supports proper chain of custody and helps ensure retention schedules are followed. Some other approaches miss the essential point. Simply planning to digitize all records isn’t the core requirement of a transfer plan, and moving only active files ignores records that should be stored long-term. Shredding everything immediately would destroy material that may be required to retain under policy or law.

When planning how to move records into storage, assign clear responsibility for verifying which records actually belong in storage and for the physical tasks of boxing, labeling, and transporting them. This ensures there is accountability for each step, so only eligible records are moved, boxes are labeled consistently for easy retrieval, and transport to the storage location is done under proper control. Having designated roles also supports proper chain of custody and helps ensure retention schedules are followed.

Some other approaches miss the essential point. Simply planning to digitize all records isn’t the core requirement of a transfer plan, and moving only active files ignores records that should be stored long-term. Shredding everything immediately would destroy material that may be required to retain under policy or law.