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Published:
October 16, 2012

Records Management For Dummies

Overview

Here's what you should know to manage data records efficiently

With proper electronic data management, your business can lower costs, improve efficiency, eliminate duplication, and be protected in the event of a lawsuit. This book provides an overview of records management solutions and implementation strategies in plain, non-technical English. Step-by-step instructions show you how to begin managing records and information and how to maintain the program once you have it established. Sample forms for inventory, scheduling, and necessary documentation are also available on the companion website.

  • Electronic records management offers cost savings, greater efficiency, and protection in case of legal action; this book gets you started on an effective data management system
  • This plain-English guide helps you determine what constitutes a record, shows you how to inventory records and create an efficient way to file both electronic and paper copies, and explains how to create a retention schedule
  • Walks you through switching to electronic record-keeping, what to look for in a records management system, implementing best practices, ensuring that your system will stay current, and using the system effectively
  • Helps you assure that the destruction of any sensitive information is conducted and documented correctly

Records Management For Dummies helps your business save money and improve efficiency with effective electronic records management.

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About The 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.

Sample Chapters

records management for dummies

CHEAT SHEET

Whether you’re a small business owner or work for a global corporation, you deal with information every day. You receive information, you send it, you determine what’s relevant, and you make decisions, whether consciously or subconsciously, about what information to retain. That’s why records management — managing the flood of information you get every day — should be such an important part of your business strategy.

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Articles from
the book

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.
Properly managing your records can help you reduce operating expense, enhance customer service and ensure your company is in compliance with laws and regulation. Reduce operating expense. Properly managing your records and information means that you only retain for a specific timeframe what you need for operational, legal, and compliance purposes and then appropriately dispose of it.
The amount of electronic information has grown exponentially over the past decade. Local (C: Drives) and network drives are becoming digital graveyards. An effective records management program will provide you with the knowledge and tools you need to ensure that electronic files are properly managed. Folder structures and names.
Whether you’re a small business owner or work for a global corporation, you deal with information every day. You receive information, you send it, you determine what’s relevant, and you make decisions, whether consciously or subconsciously, about what information to retain. That’s why records management — managing the flood of information you get every day — should be such an important part of your business strategy.
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