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Reference

Records management glossary

The terms used in our proposals, agreements and work orders, defined once.

Terms

Authorised person
Someone registered by the client at account setup who may request, receive or authorise destruction of records. Nobody else can.
Carton
The standard storage unit: 17.5 × 15 × 11.5 in, 1.7 cubic feet, barcoded and sealed.
Chain of custody
The unbroken, logged record of who held a carton, when, and where, from collection to destruction.
Index
The searchable description of a carton's contents, in up to four fields defined by the client.
Refile
Returning a retrieved file to custody: resealed, rescanned and acknowledged by both parties.
Retention schedule
The agreed list of how long each class of record is kept, and why.
Retrieval
Delivering a requested carton or file to the client: 24 hours for rush, 48 hours for standard.
Secure destruction
Shredding of records at the end of retention, only on written authorisation, with a certificate listing the cartons destroyed.
Work order
The signed document that authorises any movement of records into or out of custody.

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