Inventory records by purpose
Group customer, vendor, employee, finance, and working records by the business purpose they serve. A file should not remain forever merely because nobody knows who owns its review.
Check rule and access
Record the applicable owner-approved retention instruction, review date, storage location, and audience. Legal or regulatory interpretation belongs to qualified advisers and the business owner.
Make disposition traceable
When a record is archived, deleted, or retained for a stated reason, preserve the action evidence required by the owner’s policy. Never remove a disputed or hold-bound record as routine cleanup.