Record Retention Guidelines for Food Orders, Finances, Membership Records

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jamesrowley
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Record Retention Guidelines for Food Orders, Finances, Membership Records

Postby jamesrowley » Mon Feb 27, 2012 12:02 pm

The handbook says they should be kept “as long as they are needed for administrative, legal, and historical purposes.”

Is their a more specific guideline for food orders, finances, and membership records?

Thank You,

Jim

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aebrown
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Postby aebrown » Mon Feb 27, 2012 12:06 pm

jamesrowley wrote:The handbook says they should be kept “as long as they are needed for administrative, legal, and historical purposes.”

Is their a more specific guideline for food orders, finances, and membership records?


For finances, each country has very specific guidelines as to how long records are kept. In the US, it's 3 years plus the current year. MLS enforces this limit, and automatically deletes records as the 4th year rolls around. I would think that food orders are in the financial realm, so the same time limits should apply.

But for the other records, you won't find anything more specific that that general statement. Destroy them when they're no longer needed.
Questions that can benefit the larger community should be asked in a public forum, not a private message.

russellhltn
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Postby russellhltn » Mon Feb 27, 2012 12:08 pm

Have you checked the Record Retention article in the Wiki?
Have you searched the Wiki?
Try using a Google search by adding "site:tech.lds.org/wiki" to the search criteria.

jamesrowley
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Postby jamesrowley » Mon Feb 27, 2012 12:15 pm

Thank you! That helps tremendously.

Jim

jamesrowley
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Joined: Mon May 16, 2011 12:15 pm

Postby jamesrowley » Mon Feb 27, 2012 12:21 pm

That is extremely helpful and answered all of my questions.

Thank you!

Warmest Regards,

Jim


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