Example archive and records management policies

Copyright / Re-Use Statement

These documents have been provided by HARG members for non-profit / public sector purposes only. Public sector / non-profit organisations may use these documents but should provide a credit to the creating organisation. Any other proposed use of the documents should be referred to the creating organisation for approval. The information provided is the property of the creating organisation and subject to Intellectual Property and Database Rights. Any commercial application or use of this information for profit may be subject to the provisions of the Re-use of Public Sector Information Regulations 2005, which may involve the issue of a licence and a fee. If you wish to re-use the information provided for commercial purposes for any reason you must contact the Health Archives Group who will pass on your query to the creating organisation.

Archive collection policies

We currently only have one example archive policy online. If you are willing to share any of your archive policies please contact us. They can be relating to any area, including collection, appraisal, preservation, access, registration, FOI / DP, loans, taking photographs, searchroom regulations etc.

Royal College of Obstetricians and Gynaecologists

Archive collection development policy

Records management policies / retention schedules

Barts and the London NHS Trust	Records Retention and Disposal Policy
Camden & Islington Mental Health & Social Care Trust	Access to Care Records Policy
Camden & Islington Mental Health & Social Care Trust	Records Management Policy
NHS Greater Glasgow	Retention and Destruction of Business Records Guidance Note & Retention schedule

Electronic Records Management

Barts and The London NHS Trust	Where to Store and How to Share Electronic Documents
Barts and The London NHS Trust	How to Manage and Organise Shared Drives
Barts and The London NHS Trust	How to Manage Your Emails
Barts and The London NHS Trust	Training Exercise: Shared Drives
Camden & Islington Mental Health & Social Care Trust	Email Etiquette Guidance
Camden & Islington Mental Health & Social Care Trust	Internet & Email Managers Guide
Camden & Islington Mental Health & Social Care Trust	Internet & Email Users Guide
Camden & Islington Mental Health & Social Care Trust	Internet & Email Policy

Records Centre

Nursing & Midwifery Council	Records Transfer form
Nursing & Midwifery Council	Records Transfer form completed example
Nursing & Midwifery Council	Transferring Records for off-site storage
Barts and the London NHS Trust	Records Transfer form

Types of records – guidance for staff

Barts and The London NHS Trust	Line Manager’s Staff Records
Barts and The London NHS Trust	Meeting Papers and Minutes

General Records Management guidance

Barts and The London NHS Trust	How to Manage Records in Your Office
Barts and The London NHS Trust	Moving Offices & Transporting Records
York Hospitals NHS Trust	Records Management Handbook

Information governance (general)

Barts and The London NHS Trust	Information Governance Checklist for New Starters
Barts and The London NHS Trust	Information Governance Checklist for Leavers