Is Your Records Program Ready for Next Year? Year-End Records Management Checklist

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As public records requests grow in volume and complexity, unaddressed operational bottlenecks can quickly overwhelm local government staff and compromise statutory compliance. Download this year-end checklist from CivicPlus to audit your agency’s records management practices, reduce manual workloads, and build an efficient, compliant foundation for the upcoming year.

Key takeaways from this resource include:

  • Governance and compliance benchmarks to ensure records retention schedules, redaction processes, and disposition rules align with updated legal requirements.
  • Techniques for social media archiving, capturing edits, deleted posts, and interactions across all official accounts for streamlined retrieval during public records requests.
  • Operational efficiency audits to eliminate manual handoffs through automated request routing, standardized interdepartmental collaboration, and integrated fee tracking.
  • Strategies to enhance resident transparency, leveraging accessible citizen self-service portals to track request statuses and publish frequently requested public records online.
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