Philippines staffing guide
Records Retention
A written control for records retention in offshore assistant teams.
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Why this control matters
For outsourced assistant operations, Records Retention is a written record. It shows the source, owner, and close.
Open the record
For Records Retention, record the source, date, owner, and next action. The assistant prepares and routes.
A worked example
A team applies Records Retention to an ordinary item and records the change, the reviewer, and the confirmation.
Close and review
For Records Retention, close when the source, approval, action, and destination evidence agree. Sample one ordinary item and one exception each week.