Records decision worksheet
==========================
Source: https://yenra.com/records-management/
Prepared October 4, 2026.

Use with the responsible records function. This aid provides no retention
periods and no authority to delete. U.S. federal references below have that scope.

Activity and record series: _______________________________________________
Owner and contact: ________________________________________________________
Locations, systems and authoritative copy: _________________________________
Included records/date range and stable IDs: ________________________________
Access requirements: ______________________________________________________
Applicable jurisdiction/organization: _____________________________________
Approved authority, item, version and source: ______________________________
Trigger event and evidence/date: ___________________________________________
Retention rule and disposition action FROM THE AUTHORITY: __________________
Unresolved questions and accountable decision-maker: _______________________
Holds/other constraints, checked by/date: ___________________________________
Required approvals and evidence: __________________________________________
Approved scope, method and receiving party where applicable: _______________
Actual action/operator/date: ______________________________________________
Exceptions and reconciliation: ____________________________________________
Completion evidence location and its own retention rule: ___________________

Fictional example: equipment-loan agreements, series LOANS. Policy approval and
trigger event are unresolved. Assign to records officer; disposition unapproved.
After authority and trigger are confirmed, check holds and required approvals.
Do not destroy records under an active hold.

Federal reference: https://www.archives.gov/records-mgmt/scheduling
Federal GRS scope: https://www.archives.gov/records-mgmt/grs
Federal system requirements: https://www.archives.gov/records-mgmt/policy/universalermrequirements
NARA's own hold policy: https://www.archives.gov/files/about/policies/nara0825.pdf