Research question
What makes record disposal review a recurring capacity need rather than a one-time cleanup?
What the sources establish
The FTC recommends keeping sensitive personal information only as long as there is a business need and disposing of it securely. IRS guidance says retention periods depend on the action, expense, or event a document records. A single age rule is therefore not enough for a mixed business archive.
Operational analysis
Group records by approved category and track items eligible for review, unknown owners, active holds, duplicate copies, access restrictions, disposition approvals, and reviewer time. Files with uncertain category or authority should remain in an exception queue.
Staffing boundary
Document staff can inventory records and prepare approved disposition candidates. Legal, tax, privacy, and business owners set retention rules, resolve holds, and authorize destruction.
Conclusion
The useful capacity signal is a recurring exception queue with measured handling time and a named reviewer. Document staff can inventory records and prepare approved disposition candidates. Legal, tax, privacy, and business owners set retention rules, resolve holds, and authorize destruction.