Electronic Reporting

RECORD RETENTION GUIDELINES

REQUEST DESTRUCTION SERVICES

POLICY – STORAGE CARTONS

Electronic Reporting

To assist with your records retention cycle, please review the reports that are available to you below:

  • CONTAINER REPORT SORTED BY FIELD OF YOUR CHOICE
    Lists all cartons you currently have in storage.
  • OUT REGISTER REPORT
    Lists all cartons or files, which you have retrieved from storage and have not as yet returned. Some of these cartons you may wish to permanently remove so that you no longer pay storage fees.
  • CARTON INVENTORY REPORT BY ADD DATE
    Report is sorted by the date the carton was added to storage so that you can determine if the material is eligible for destruction.
  • DESTRUCTION REPORT
    If you indicated a destruct date when the cartons were added to storage, the report will list the cartons by destruct date.