retention schedule

n. a document that identifies and describes an organization’s records, usually at the series level, and provides instructions for the disposition of records throughout their life cycle

Notes

Retention schedules may include instructions for the disposition of documents and other materials that are not official records. A retention schedule is synonymous with a disposal schedule, records retention schedule, records schedule, or transfer schedule. The term records schedule can refer to both the entire document and to the individual entries within the document.