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10+ Record Keeping Checklist Templates

If you are planning to undertake any project or manage the operations on one, the most crucial document that will save you a lot of stress and paperwork is a record-keeping checklist template. A checklist will make sure that you have all your supplies and operations done and accounted for in the right way at the right time.

42+ FREE CHECKLIST Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Google Docs, Apple (MAC) Pages, Google Sheets (Spreadsheets), Apple (MAC) Numbers

5 Steps to Write a Record-Keeping Checklist

Step 1: Put Down the Details of Your Company

The first thing to do while making a record keeping checklist is to make the document part of official records by putting the name and details of the company or organization on top. The header should be bold and stand out from the other text.

Step 2: What Is the Project That Needs the Checklist?

It is always recommended that you make separate checklists for individual projects so that you can cater to each one in detail. So write down the important details of the project or operations that you’re preparing this document for.

Step 3: Split the Document Into Sections

Records or bookkeeping involves managing details of a host of documents from different aspects related to the project. So to make your job simpler and the checklist easier to read, make different categories of such as bank-related documents, permits, licenses, legal documents, etc.

Step 4: Elaborate Each Category of Documents

Next step, write down all the pertinent documents that go under each category. For example, if you’re dealing with financial records, then that would include bank details, financial statements, invoices for payment, loans drawn or given, shareholdings and other related documents.

Step 5: Make It Easy to Use the Checklist

The point of a record-keeping checklist is to be able to verify and locate any piece of documentation involved in a particular project. So make it easy to use by putting in checkboxes, bullet points, step-wise procedures, and location tags.

10+ Record-Keeping Checklist Templates

1. Professional Record-Keeping Checklist Template

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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Record keeping is a difficult task, with a lot of risk of missing basic checks. This basic checklist template in Word is perfect for anyone looking for a professional checklist to keep track of their records and documents at the workplace. The whole list is split up into smaller sections based on the type of the documents to make storage and records super easy.

2. Corporate Financial Records Storage Checklist Template

Details
File Format
  • Google Docs
  • Word
  • Pages

Size: A4 & US

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Keeping a note of financial records and documents in an office can be a hard and daunting task, but with this checklist template in Google Docs format, you can ace it in an instant! It will guide you through storing and recording all the financial documents you need. The pointers added on the template are very well thought out and will help you a lot in your work.

3. Health Sector Record-Keeping Checklist Template

Details
File Format
  • PDF

Size: 42 KB

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Are you a professional in the medical or health sector looking for a guide to managing your documents and patients? Then this checklist template sample would serve your needs perfectly. It is simple, easy to use and covers a range of areas like clinical information, finance, privacy, security, etc. Editing the checklist is easy because of its intelligent use of white spaces.

4. Business Record Keeping Checklist Template

Details
File Format
  • PDF

Size: 311 KB

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Managing a small business of your own? Then you’re no stranger to the heaps of documents you need to keep track of. But don’t worry, with this customizable checklist sample template, you can make your job much simpler – just follow the instructions and you’re good to go!

5. Detailed Housing Record-Keeping Checklist Template

Details
File Format
  • PDF

Size: 311

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Buying or selling a house involves a long list of documents, which can be difficult to keep handy at a moment’s notice. That’s why you need this basic checklist example which outlines exactly what you need to do to ensure that you have all your legal records at hand. This checklist is essentially all you need if you’re looking for a professional list of things to check while handling housing record keeping.

6. Business Filing and Records Keeping Checklist Template

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File Format
  • PDF

Size: 323 KB

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This record-keeping checklist document can be extremely useful for any business owner looking to organize and maintain a neat filing and records section. It has tips and pointers which will certainly guide you on how to go about this task. This editable template comes with a lot of well-researched content that helps make your business filings seamless.

7. Sample Export Record-Keeping Checklist Template

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File Format
  • PDF

Size: 476 KB

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Are you in the import-export business and handle large shipments of products on the daily? Then it is crucial for you to have a system for managing your licenses and records. This editable checklist template will help you do just that with its clear pointers. The list of pointers is comprehensive and helps you make sure you don’t miss out on anything in documenting your export business processes.

8. Medical Record Keeping Checklist Template

Details
File Format
  • PDF

Size: 67 KB

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Filing record-keeping in a medical institution is crucial for proper and timely patient care. That’s why you need a printable checklist template like this one to maintain a smart filing and storage system. The simple layout and pointers will help you cut down redundancies. Print a few copies, distribute among your teammates and see the difference this checklist makes.

9. Clinical Records Checklist Template Example

Details
File Format
  • PDF

Size: 89 KB

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Your search for a clinical records checklist ends here. This checklist template example can prove to be extremely handy for a professional in a clinic or health organization. It has clearly laid out document information and patients’ details – all you need to do is make sure that you check all the right boxes. Start using the checklist today and improve your processes.

10. Simple Finance and Accounting Checklist Template

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File Format
  • PDF

Size: 48 KB

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If you work in the accounts and finance section of any industry, you’ll know that maintaining records and documents properly is key for the smooth functioning of the business. Use this handy basic checklist document to keep track of all your records and deeds. It’s the end to your search for the perfect finance and accounting checklist document for a wide range of organizations.

11. Downloadable Construction Record Checklist Template

Details
File Format
  • PDF

Size: 114 KB

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Looking to renovate your house or the office? Or starting the construction of a new building? Then you must use this checklist PDF template that will help you to keep the required documents and records in order. It includes all the details you’ll need for the project. Download it, customize using a PDF editor, and you’ll have your dedicated construction record keeping checklist.

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