To ensure that record series and systems adequately document agency policies, transactions, and activities, each program must develop recordkeeping requirements for records series and systems that include:

1. (a) Identification of information and documentation that must be included in the series and/or system;
2. (b) Arrangement of each series and the records within the series and/or system;
3. (c) Identification of the location of the records and the staff responsible for maintaining the records;
4. (d) Policies and procedures for maintaining the documentation of phone calls, meetings, instant messages, and electronic mail exchanges that include substantive information about agency policies and activities;
5. (e) Policies and procedures for identifying working files and for determining the record status of working files in paper and electronic form; and
6. (f) Policies and procedures for maintaining series consisting of different media.