Gloria Gold - How to set up and implement a records management system
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How to set up and implement a records management system
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Getting a records management system going or starting one from scratch is not a job for the timid. By encompassing the entire process in one source, this book gives first-time record managers all the information they need to succeed, from selling the programme internally to designing actual system components. This guide shows readers techniques to help them discover how to put together and organize what they already know about their company. Theyll learn how to: conduct a records management evaluation; analyze the data and prepare recommendations; conduct a records inventory and handle disposal; and use microfilm, electronic imaging and technological tools to reduce record space.
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How to Set Up and Implement a Records Management System
author
:
Gold, Gloria.
publisher
:
AMACOM Books
isbn10 | asin
:
0814402925
print isbn13
:
9780814402924
ebook isbn13
:
9780585039190
language
:
English
subject
Business records--Management, Filing systems.
publication date
:
1995
lcc
:
HF5736.G647 1995eb
ddc
:
651.5
subject
:
Business records--Management, Filing systems.
Page iii
How to Set Up and Implement a Records Management System
Gloria Gold
American Management Association New York Atlanta Boston Chicago Kansas City San Francisco Washington, D.C. Brussels Mexico City Tokyo Toronto
Page iv
This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.
Library of Congress Cataloging-in-Publication Data
Gold, Gloria. How to set up and implement a records management system / Gloria Gold. p. cm. Includes index. ISBN 0-8144-0292-5 1. Business records Management. 2. Filing systems. I. Title. HF5736.G647 1995 651.5 dc2095-15015 CIP
1995 Gloria Gold All rights reserved. Printed in the United States of America.
This publication may not be reproduced, stored in a retrieval system, or transmitted in whole or in part, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of AMACOM, a division of American Management Association, 135 West 50th Street, New York, NY 10020.
Printing number
10 9 8 7 6 5 4 3 2 1
Page v
This book is dedicated to my lifetime companion my husband Norman.
Page vii
CONTENTS
Foreword by Patricia A. Zimmerman, CRM
xi
Acknowledgments
xiii
Introduction Why Your Company Should Start a Records Management Program
1
Part One The Way to Get Management's Attention
7
Chapter 1 Getting Started
9
How to put together and organize what you know about your company, using the tools you already have or that are readily available
Chapter 2 The Records Management Evaluation
37
What the records management evaluation is and what it will do for you and the company
Chapter 3 Analysis of the Data
65
What do the data tell you? How this information can solve the organization's records problems and cut the costs of records handling
Chapter 4 Your Recommendations for Change
90
How to pick the best, as well as the most realistic, recommendations and then tell your story to management
Page viii
Chapter 5 The Report and Your Presentation
111
The way to prepare your written report and make awinning presentation to management
Part Two What to Do When Management Says Yes!
121
Chapter 6 The Records Inventory and Retention Schedule
123
An inventory action plan listing steps for conducting a records inventory and setting up a records retention schedule
Chapter 7 Disposal of Old Records and Protection of Essential Ones
151
Tips on developing a plan for systematic disposal of targeted record series and cost-effective means for protecting vital records
Chapter 8 The Off-Site Records Center
159
How to set up and operate the ideal records center in a location away from business operations
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