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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From the Inside Flap
Know what to keep, how to set up a system, and what your plan should contain
If you’re involved with a business any business you’re acquainted with records and record-keeping. If you have your own business, you may be wondering what you need to keep and where on earth you’re going to keep it. Well, help is here! Blake Richardson answers all those questions and helps you implement a tried-and-true records management system.
Order out of chaos see how an information management program can benefit your organization and find options for inventorying records
Rank and file explore different filing systems and methods, find one that meets your needs, and develop a plan
What and why learn what you need to keep and how proper records management can protect your business in case of a lawsuit
When it’s time to let go ensure that files are properly destroyed when they should be
Super software compare software options for managing records, documents, and enterprise content, and discover e-Discovery
Open the book and find:
Tips on managing the information life cycle
The scoop on retention scheduling
Suggestions for naming folders and files
Reasons to set quotas on e-mail inboxes
What a hold notice is and when to consider one
Guidelines for evaluating software vendors
How to enchant senior management with your plan
Options for educating employees and training your staff
Learn to:
Take inventory of current records and determine what needs to be kept
Develop efficient filing systems for both paper and electronic records
Create a records retention schedule
Document the destruction of sensitive materials
From the Back Cover
Know what to keep, how to set up a system, and what your plan should contain
If you’re involved with a business any business you’re acquainted with records and record-keeping. If you have your own business, you may be wondering what you need to keep and where on earth you’re going to keep it. Well, help is here! Blake Richardson answers all those questions and helps you implement a tried-and-true records management system.
Order out of chaos see how an information management program can benefit your organization and find options for inventorying records
Rank and file explore different filing systems and methods, find one that meets your needs, and develop a plan
What and why learn what you need to keep and how proper records management can protect your business in case of a lawsuit
When it’s time to let go ensure that files are properly destroyed when they should be
Super software compare software options for managing records, documents, and enterprise content, and discover e-Discovery
Open the book and find:
Tips on managing the information life cycle
The scoop on retention scheduling
Suggestions for naming folders and files
Reasons to set quotas on e-mail inboxes
What a hold notice is and when to consider one
Guidelines for evaluating software vendors
How to enchant senior management with your plan
Options for educating employees and training your staff
Learn to:
Take inventory of current records and determine what needs to be kept
Develop efficient filing systems for both paper and electronic records
Create a records retention schedule
Document the destruction of sensitive materials
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.
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