Records Management For Dummies
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A fundamental part of a successful records and information management program is identifying what records and information your company possesses and then applying appropriate retention periods.

  • Records appraisal. There are different methods for appraising your records and information, including inventories, interviews, and questionnaires. Picking the right appraisal method for your organization is important. The appraisal allows you to identify what records and information the organization possesses and forms the basis for your company’s record retention schedule.

  • Retention schedule. The retention schedule is typically the most referenced records management program document. It allows employees to determine how long they should keep their records and information. Records Management For Dummies addresses three distinct retention schedule methods: departmental, functional, and big bucket.

About This Article

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About the book author:

Blake Richardson, CRM, is a Certified Records Manager with more than 15 years of experience managing records and information for several Fortune 500 companies. He has been a records manager for CNA Insurance and the Dollar General Corporation, and is active in ARMA International.

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