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General Operations · Admin Controls

Document Retention Control

Other Starter Pack · other-starter

Retention and archival workflow for records

General OperationsAdmin ControlsStarter pack

Overview

Document Retention Control is included in the Other Starter Pack industry pack. Import the pack into TrueSOP to use this procedure with linked checklists and schedules.

Scope

Frontline operators, shift leads, and location managers. Adapt steps, roles, and evidence requirements to your organization after import.

Procedure

3 steps from the industry pack

  1. Identify records due for archival — Review retention schedule and due dates

  2. Archive with index tagging — Move records to archive with searchable labels

  3. Confirm access permissions — Validate only authorized users can access archives