Dispensary: Record Keeping Plan DIY Guide


The Dispensary Record Keeping Plan details how the dispensary will document and retain critical information including where the records will be kept, for how long, and who will ensure the integrity of the records.

Use Cases

Operators can use this record keeping plan to inform their record keeping practices and to have as a living document that changes as policies and procedures change and that is available to state inspectors.

License applicants can use this plan as a section or exhibit of the application if the there is a section or exhibit specifically dedicated to record keeping.

License applicants can use this plan as an addition to the operations plan or inventory control plan as long as adding this information would not cause the original plan to exceed a page limit set by the application.


Search for each of these terms in the regulations. You're looking for pieces of each regulation that pertain to regulations pertaining to documentation and record keeping practices. Refer to the General Sheet Editing DIY Guide for guidance on what to do with these key words.

  • Record keeping
  • Record
  • Retain
  • Document
  • Log
  • Upon request
  • Store
  • Storage
  • Cloud
  • Any other words you can think of that relate to record keeping (if any).

Replace All

Search for each of the bolded terms in the Employee Non-compete Agreement sheet, including the brackets. Do a "replace all" and insert the pertinent information needed to replace the term.  The description underneath each bolded term below tells you what information should replace the bolded term. For instance, you would use the search feature in your document editing software to look for [Company *1] and then using the replace all feature, replace [Company *1] with your company name.

[Company *1]

Replace with the name of the company.

[State *1]

Replace with the name of the state where the company is located.

[Regulatory Authority *1]

Replace with the name of the State cannabis regulatory authority (usually a department name or a board name).

[State Regulation *1]

Replace with the title of the primary state cannabis regulation.

Suggested Customizations

We suggest that you read through the sheet and make any additional edits or additions that you see fit.  


Remember to rename the plan to match the name that the application uses (ex: the application may require a "Record Storage" plan, in which case you would change the name of the plan to Record Storage, using whatever document naming convention required by the application). If using as an internal document, rename this sheet any way you like.