How do I identify which of my records count as vital records?
Vital records are the small subset of your records that an organization needs to function during an emergency and to resume normal operations afterward. They are not necessarily your oldest or most numerous records; they are the ones you cannot afford to lose. Identifying them is a deliberate analysis, not a guess.
Start with the function, not the file
The most reliable way to find vital records is to work backward from your essential functions. Ask: if a fire, flood, cyberattack, or system failure struck today, which activities must continue or restart quickly? The records that directly enable those activities are strong candidates.
Two broad categories usually qualify:
- Emergency operating records needed to continue or resume work, such as standard operating procedures, delegations of authority, contact rosters, system documentation, and active contracts.
- Rights-and-interests records that protect the legal and financial standing of the organization and the people it serves, such as ownership and title documents, accounting and payroll records, insurance policies, and personnel or benefits records.
Apply a consistent test
For each record series in your inventory, weigh a few questions:
- Would loss of this record stop a critical function or expose the organization to legal liability?
- Could the information be reconstructed easily, or only at great cost and delay?
- Does a law, regulation, or contract require its protection or availability?
If the answers point to high impact and low replaceability, treat the record as vital. ISO 15489-1 frames this kind of judgment as part of appraising records by their value and risk.
Document and revisit
Record your decisions in writing, noting the format, location, and any backup or duplication. Vital records are typically a small percentage of total holdings, so resist the urge to label everything essential; over-designation dilutes protection. Because functions and systems change, review your vital records designations periodically, ideally alongside your continuity and disaster-recovery planning.
For related guidance on protecting and preserving these records over time, see the archives and preservation topic hub.
Sources & further reading
Authoritative government and non-profit references.
- Records management (NARA) — National Archives (NARA)
- ISO 15489-1 Records management — ISO
How to cite this page
APA
RM University Editorial. (2026). How do I identify which of my records count as vital records?. Records Management University. https://www.recordsmgmt.org/questions/how-do-i-identify-which-records-are-vital-records/
MLA
RM University Editorial. "How do I identify which of my records count as vital records?." Records Management University, 16 June 2026, www.recordsmgmt.org/questions/how-do-i-identify-which-records-are-vital-records/.
Related questions
- Are vital records the same as permanent or archival records, or are they different?
- Can a company store records subject to one country's laws on cloud servers located in another country?
- Can an organization be held liable if permanent records are lost to digital obsolescence?
- Can blockchain be used to prove records are authentic and tamper-proof, and is it accepted for legal recordkeeping?
- Can I just keep everything forever instead of identifying which records are vital or permanent?