Record Management
Principles that guide how we retain and dispose of the many different records our organisation deals with, especially those that contain personal, business and financial information.
What You'll Learn
This PracticeLab quiz helps you revisit the essential concepts that guide safe, quality practice. Answer the questions, read the explanations, and build confidence in the knowledge you bring to your role.
Business Records Management Essentials
Understanding the types of business records required in community services organisations, including client files, financial documents, personnel records, and operational documents that must be maintained under New Zealand legislation.
Archiving and Secure Disposal Procedures
Best practices for archiving inactive records and securely disposing of records containing sensitive information, including methods that comply with the Privacy Act 2020 and protect client confidentiality.
Record Retention Requirements in NZ
Specific retention periods mandated by New Zealand law for different record types, including financial records, employment documents, and client information, with reference to tax, privacy, and sector-specific regulations.
Electronic Storage and Digital Record Management
Advantages and requirements for transitioning to electronic record storage systems, including security measures, backup procedures, accessibility standards, and compliance with digital information management principles.
