{"id":929,"date":"2023-09-27T13:27:31","date_gmt":"2023-09-27T13:27:31","guid":{"rendered":"http:\/\/standardspractices.ca\/knowledge-base\/g-tenue-des-dossiers\/"},"modified":"2024-05-31T14:18:23","modified_gmt":"2024-05-31T14:18:23","slug":"g-tenue-des-dossiers","status":"publish","type":"ht_kb","link":"https:\/\/standardspractices.ca\/fr\/knowledge-base\/g-tenue-des-dossiers\/","title":{"rendered":"G. Tenue des dossiers"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Adopter une politique \u00e9crite de gestion des dossiers qui d\u00e9finit quand et comment les dossiers de l\u2019organisme et des transactions sont cr\u00e9\u00e9s, collect\u00e9s, conserv\u00e9s et d\u00e9truits. <\/li>\n\n\n\n<li>Conserver, de mani\u00e8re s\u00e9curitaire et \u00e0 l\u2019abri de toute d\u00e9t\u00e9rioration ou perte, les originaux de tous les documents essentiels \u00e0 la d\u00e9fense de chaque transaction visant un bien immobilier. <\/li>\n\n\n\n<li>Cr\u00e9er et conserver des copies de ces documents de mani\u00e8re \u00e0 ce que les originaux et les copies ne puissent \u00eatre d\u00e9truits par un m\u00eame cataclysme.<\/li>\n<\/ul>\n\n<h4 class=\"wp-block-heading\">Contexte<\/h4>\n\n<p class=\"wp-block-paragraph\">Un organisme de conservation doit pr\u00e9parer et conserver une trace \u00e9crite compl\u00e8te des transactions. Elle doit disposer de deux ensembles de dossiers : (1) les documents accessibles pour le suivi et la r\u00e9solution des probl\u00e8mes (dossiers \u00ab de travail \u00bb) ; et (2) les documents stock\u00e9s en toute s\u00e9curit\u00e9 pour assurer leur int\u00e9grit\u00e9 et servir de preuve admissible en cas de litige (dossiers \u00ab permanents \u00bb). Les documents originaux importants (tels que les accords juridiques, la correspondance critique, les documents de r\u00e9f\u00e9rence ou les \u00e9tudes uniques) qui font partie du dossier permanent doivent \u00eatre conserv\u00e9s dans un endroit s\u00fbr, tel qu&#8217;un coffre-fort ou un classeur anti-incendie. Pour une protection accrue, les dossiers de travail et les dossiers permanents dans deux endroits distincts. Tout comme les documents financiers, les organismes de conservation doivent envisager de cr\u00e9er des sauvegardes \u00e9lectroniques de tous les fichiers li\u00e9s aux transactions pour les entreposer hors site.<\/p>\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Contexte Un organisme de conservation doit pr\u00e9parer et conserver une trace \u00e9crite compl\u00e8te des transactions. Elle doit disposer de deux ensembles de dossiers : (1) les documents accessibles pour le suivi et la r\u00e9solution des probl\u00e8mes (dossiers \u00ab de travail \u00bb) ; et (2) les documents stock\u00e9s en toute s\u00e9curit\u00e9&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"ht-kb-category":[52],"ht-kb-tag":[],"class_list":["post-929","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-standard9-fr"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>G. 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