{"id":92432,"date":"2026-11-03T12:26:16","date_gmt":"2026-11-03T10:26:16","guid":{"rendered":"https:\/\/www.folderit.com\/?p=92432"},"modified":"2026-11-03T12:26:16","modified_gmt":"2026-11-03T10:26:16","slug":"politika-cuvanja-dokumenata-obrazac","status":"publish","type":"post","link":"https:\/\/www.folderit.com\/sr-lat\/blog\/politika-cuvanja-dokumenata-obrazac\/","title":{"rendered":"Politika \u010duvanja dokumenata: obrazac i kontrolna lista"},"content":{"rendered":"<style>.folderit-priority-guide .table-hint{display:none}@media(max-width:850px){.folderit-priority-guide table.policy-table{min-width:800px}.folderit-priority-guide .table-hint{display:block;font-size:15px;color:#666;margin-bottom:-.7em}.folderit-priority-guide .table-hint::before{content:\"\u2194 \";color:#5144a2}}<\/style>\n<style>.folderit-priority-guide table.policy-table{table-layout:fixed}<\/style>\n<style>.folderit-priority-guide{color:#333;font-size:18px;line-height:1.72;overflow-wrap:anywhere}.folderit-priority-guide p{margin:0 0 1.2em}.main-content .folderit-priority-guide h2{font-size:clamp(24px,2.4vw,30px);line-height:1.3;margin:1.8em 0 .75em}.main-content .folderit-priority-guide h3{font-size:22px;line-height:1.35;margin:1.4em 0 .6em}.folderit-priority-guide li{margin-bottom:.6em}.folderit-priority-guide code{white-space:normal;overflow-wrap:anywhere;font-size:.9em}.folderit-priority-guide figure{margin:1.7em 0}.folderit-priority-guide img{max-width:100%;height:auto}.folderit-priority-guide figcaption{font-size:15px;line-height:1.5;color:#666;margin-top:10px}.folderit-priority-guide .table-wrap{max-width:100%;overflow-x:auto;margin:1.5em 0}.folderit-priority-guide table{width:100%;border-collapse:collapse;font-size:16px;line-height:1.5}.folderit-priority-guide th,.folderit-priority-guide td{text-align:left;vertical-align:top;padding:13px 14px;border:1px solid #dedbe7}.folderit-priority-guide th{background:#f5f3fb}.folderit-priority-guide a{color:#4941a5;text-underline-offset:3px}@media(max-width:600px){.folderit-priority-guide{font-size:17px}.folderit-priority-guide table{font-size:15px}.folderit-priority-guide th,.folderit-priority-guide td{padding:10px}.folderit-priority-guide h2{margin-top:1.6em}}@media (min-width:992px) and (max-width:1399px){body:has(.folderit-priority-guide) .navbar .navbar-nav a{font-size:16px!important}}<\/style>\n<div class=\"folderit-priority-guide\">\n<p>Politika \u010duvanja dokumenata defini\u0161e koje zapise va\u0161a organizacija \u010duva, za\u0161to ih \u010duva, koliko dugo ostaju neophodni i ko ovla\u0161\u0107uje uni\u0161tavanje. Politika postavlja pravila; raspored \u010duvanja ih primenjuje na pojedina\u010dne kategorije zapisa.<\/p>\n<p>Obrazac prilagodite sa odgovornima za dokumentaciju, pravne poslove, za\u0161titu podataka i poslovne procese. Ne propisuje jedan rok za sve dokumente. Posle odobrenja politike pogledajte <a href=\"https:\/\/www.folderit.com\/blog\/best-practices-for-document-retention-in-a-document-management-system\/\">vodi\u010d za sprovo\u0111enje \u010duvanja u DMS-u<\/a>.<\/p>\n<h2>\u0160ablon politike \u010duvanja dokumenata<\/h2>\n<h3>Svrha i obim<\/h3>\n<p>Defini\u0161ite poslovne subjekte, lokacije, kategorije zapisa i obuhva\u0107ene sisteme. Uklju\u010dite papirne zapise, e-po\u0161tu, deljene diskove, aplikacije u oblaku, izvezene datoteke i relevantne kopije na ure\u0111ajima. Identifikujte verodostojnu kopiju kada zapisi postoje na nekoliko mesta.<\/p>\n<h3>Odgovornosti<\/h3>\n<p>Imenujte osobu odgovornu za politiku, njenog odobravaoca i odgovorne osobe za svaku kategoriju zapisa. Odredite ko odr\u017eava raspored, primenjuje tehni\u010dka pode\u0161avanja, razmatra izuzetke i odobrava uni\u0161tavanje. Navedite kontakt za pitanja i mogu\u0107e gre\u0161ke.<\/p>\n<h3>Raspored \u010duvanja<\/h3>\n<p>Popunite unos rasporeda za svaku kategoriju. Primeri ispod pokazuju pitanja koja treba re\u0161iti; nisu zakonski rokovi \u010duvanja.<\/p>\n<p class=\"table-hint\">Pomerite tabelu vodoravno da uporedite sve \u010detiri kolone.<\/p>\n<div class=\"table-wrap\" role=\"region\" tabindex=\"0\">\n<table class=\"policy-table\">\n<thead>\n<tr>\n<th>Kategorija zapisa<\/th>\n<th>Po\u010detni doga\u0111aj koji treba definisati<\/th>\n<th>Osnov koji treba proveriti<\/th>\n<th>Odgovorna osoba i zavr\u0161na radnja<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Finansijska i poreska evidencija<\/td>\n<td>Relevantni doga\u0111aj podno\u0161enja, izve\u0161tavanja ili transakcije.<\/td>\n<td>Primenljiva poreska i ra\u010dunovodstvena pravila u jurisdikciji.<\/td>\n<td>Finansije; odobrena provera ili uni\u0161tavanje.<\/td>\n<\/tr>\n<tr>\n<td>Ugovori<\/td>\n<td>Istek, prekid ili drugi definisani doga\u0111aj.<\/td>\n<td>Ugovorni zahtevi, rokovi zastarelosti i sektorska pravila.<\/td>\n<td>Pravna slu\u017eba ili osoba odgovorna za ugovor; provera pre uni\u0161tavanja.<\/td>\n<\/tr>\n<tr>\n<td>Evidencija o zapo\u0161ljavanju<\/td>\n<td>Doga\u0111aj odre\u0111enog zapisa, kao \u0161to je prestanak radnog odnosa.<\/td>\n<td>Zahtevi za zapo\u0161ljavanje, platni spisak i privatnost.<\/td>\n<td>Ljudski resursi; pregled i uni\u0161tavanje uz ograni\u010den pristup.<\/td>\n<\/tr>\n<tr>\n<td>Politike i odobrenja<\/td>\n<td>Zamena, povla\u010denje ili zavr\u0161etak relevantnog procesa.<\/td>\n<td>Potrebe dokazivanja poslovanja i primenljiva sektorska pravila.<\/td>\n<td>Osoba odgovorna za politiku; kontrolisano arhiviranje ili uni\u0161tavanje.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<p>Za svaki dovr\u0161en unos, zabele\u017eite trajanje, definiciju pokreta\u010da, jurisdikciju, izvor i datum provere, poslovno opravdanje, lokaciju sistema, pravila izuzetaka, odobravaoca i datum pregleda. Odvojite minimalni zakonski period od opravdane odluke da se zadr\u017ei du\u017ee.<\/p>\n<h3>O\u010duvanje i izuzeci<\/h3>\n<p>Defini\u0161ite kako se nalog za o\u010duvanje izdaje, evidentira, sprovodi i ukida. Navedite obuhva\u0107ene zapise i odgovorne osobe u svim sistemima. Objasnite kako se obustavlja redovno uni\u0161tavanje, ko odobrava izuzetke i kako se razmatraju nere\u0161eni slu\u010dajevi.<\/p>\n<h3>Odlaganje i dokazi<\/h3>\n<p>Opi\u0161ite proces odobravanja i bezbednog uni\u0161tavanja za svaki medij. Defini\u0161ite dokaze koji se zadr\u017eavaju nakon uni\u0161tavanja i rukovanje duplikatima, izvozima i rezervnim kopijama. Navedite kako se prijavljuje neta\u010dno brisanje i kako se vra\u0107anje kontroli\u0161e.<\/p>\n<h3>Obuka i odr\u017eavanje<\/h3>\n<p>U\u010dinite politiku dostupnom osoblju i izvo\u0111a\u010dima koji vode evidenciju. Podesite interval pregleda i zahtevajte pregled nakon relevantnih zakonskih, ugovornih, organizacionih ili sistemskih promena. Zabele\u017eite odobrenje smernica i istoriju verzija.<\/p>\n<h2>Izaberite periode iz va\u017ee\u0107ih pravila<\/h2>\n<p>Nazivi kao \u0161to su GDPR, HIPAA ili poreski zakon nisu zamenljivi rasporedi \u010duvanja. Odredite da li se pravilo primenjuje na organizaciju i na konkretan zapis. Zamolite odgovornog pravnog vlasnika ili vlasnika dokumentacije da re\u0161i konflikte pre nego \u0161to podesite automatsko uni\u0161tavanje.<\/p>\n<p>Smernice Evropske komisije <a href=\"https:\/\/commission.europa.eu\/law\/law-topic\/data-protection\/information-business-and-organisations\/principles-gdpr_en\">GDPR (engleski)<\/a> obja\u0161njavaju da \u010duvanje li\u010dnih podataka mora odra\u017eavati svrhu i zakonske obaveze, uz ograni\u010denja pregleda ili brisanja. \u201eZadr\u017ei sve zauvek\u201c nije re\u0161enje op\u0161te namene.<\/p>\n<p>Za konkretan primer varijacije, <a href=\"https:\/\/www.irs.gov\/businesses\/small-businesses-self-employed\/how-long-should-i-keep-records\">uputstva za vo\u0111enje evidencije IRS (Sjedinjene Ameri\u010dke Dr\u017eave, engleski)<\/a> razlikuju nekoliko ameri\u010dkih poreskih scenarija. Sedmogodi\u0161nji period koji se tamo spominje ne primenjuje se automatski na sve poslovne zapise ili zemlje.<\/p>\n<h2>Kontrolna lista za pregled politike od 14 ta\u010daka<\/h2>\n<ol>\n<li><strong>Obim:<\/strong> imenovani su svi relevantni entiteti, lokacije i formati zapisa.<\/li>\n<li><strong>Inventar:<\/strong> tim zna gde se nalaze merodavni zapisi i kopije.<\/li>\n<li><strong>Odgovornosti:<\/strong> svaka kategorija zapisa ima imenovanu odgovornu osobu iz poslovnog procesa.<\/li>\n<li><strong>Nadle\u017enost:<\/strong> svaki unos u rasporedu identifikuje primenljivi pravni kontekst.<\/li>\n<li><strong>Izvori:<\/strong> obaveze su dokumentovane sa izvorom i datumom pregleda.<\/li>\n<li><strong>Po\u010detni doga\u0111aji:<\/strong> ra\u010dunanje svakog roka po\u010dinje od nedvosmislenog doga\u0111aja.<\/li>\n<li><strong>Trajanje:<\/strong> odabrani period ima odobreno opravdanje.<\/li>\n<li><strong>Privatnost:<\/strong> osporava se nepotrebno \u010duvanje li\u010dnih podataka.<\/li>\n<li><strong>O\u010duvanje:<\/strong> nalozi za o\u010duvanje i izuzeci obuhvataju sve relevantne kopije.<\/li>\n<li><strong>Dozvole:<\/strong> samo ovla\u0161\u0107ene osobe mogu menjati pravila ili uni\u0161tavati zapise.<\/li>\n<li><strong>Odlaganje:<\/strong> definisani su odobrenje, metod i dokazi.<\/li>\n<li><strong>Rezervne kopije i ure\u0111aji:<\/strong> definisani su istek kopija i vra\u0107anje podataka.<\/li>\n<li><strong>Obuka:<\/strong> korisnici znaju kako da klasifikuju zapise i prijave probleme.<\/li>\n<li><strong>Pregled:<\/strong> odgovorna osoba, interval i provere posle promena odr\u017eavaju politiku a\u017eurnom.<\/li>\n<\/ol>\n<h2>Stavite odobrenu politiku u funkciju<\/h2>\n<p>Folderit poma\u017ee da organizujete zapise u fasciklama sa metapodacima, kontroli\u0161ete pristup, zatra\u017eite odobrenje politike ili potvrdu \u010ditanja i primenite pode\u0161ene radnje \u010duvanja. Odobreni raspored dr\u017eite odvojeno od softverskih pode\u0161avanja kako biste svako pravilo povezali sa njegovim osnovom.<\/p>\n<p>Za prakti\u010dne korake \u2014 uklju\u010duju\u0107i polja datuma po\u010detka, nasle\u0111ivanje fascikli i izuzetke datoteka \u2014 pratite na\u0161 <a href=\"https:\/\/www.folderit.com\/blog\/best-practices-for-document-retention-in-a-document-management-system\/\">vodi\u010d za implementaciju \u010duvanja dokumenata<\/a>. Proverite rezultat malim testnim skupom pre nego \u0161to omogu\u0107ite \u0161iroke automatizovane radnje.<\/p>\n<p>Folderitov <a href=\"https:\/\/www.folderit.com\/knowledge-base\/retention-automation\/\">vodi\u010d za automatizaciju \u010duvanja<\/a> opisuje po\u010detne datume i zavr\u0161ne radnje. Prema javnom pore\u0111enju paketa, funkcija je uklju\u010dena u Medium i Tailor. Pre aktivacije proverite obuhvat stavki i fascikli, polje datuma i izuzetke za datoteke. Pravilo fascikle ne pode\u0161ava automatski zasebno pravilo potfascikle.<\/p>\n<p>Nemojte pretpostavljati da uputstvo za o\u010duvanje automatski suspenduje svako softversko pravilo. Identifikujte dokumente na koje uti\u010de, kontroli\u0161ite njihova pode\u0161avanja \u010duvanja i pristup, zabele\u017eite izuzetak i testirajte da ih uobi\u010dajeno uni\u0161tavanje ne mo\u017ee ukloniti. Primenite odobreni proces i na druge sisteme, izvoze i rezervne kopije.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Odredite odgovornosti, rokove, po\u010detne doga\u0111aje i uni\u0161tavanje. Prilagodljiv obrazac, tabela kategorija i 14 ta\u010daka za proveru politike \u010duvanja.<\/p>\n","protected":false},"author":25,"featured_media":90173,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1000],"tags":[],"class_list":["post-92432","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized-sr-lat"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.7.1 (Yoast SEO v25.7) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Politika \u010duvanja dokumenata: obrazac | Folderit<\/title>\n<meta name=\"description\" content=\"Odredite odgovornosti, rokove, po\u010detne doga\u0111aje i uni\u0161tavanje. 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