Records Management For Dummies
By Richardson
Publisher: Wiley / For Dummies
Final Release Date: September 2012
Pages: 312

Know what to keep, how to set up a system, and what your planshould contain

If you're involved with a business — any business —you're acquainted with records and record-keeping. If you have yourown business, you may be wondering what you need to keep and whereon earth you're going to keep it. Well, help is here! BlakeRichardson answers all those questions and helps you implement atried-and-true records management system.

  • Order out of chaos — see how an information managementprogram can benefit your organization and find options forinventorying records
  • Rank and file — explore different filing systems andmethods, find one that meets your needs, and develop a plan
  • What and why — learn what you need to keep and how properrecords management can protect your business in case of alawsuit
  • When it's time to let go — ensure that files are properlydestroyed when they should be
  • Super software — compare software options for managingrecords, documents, and enterprise content, and discovere-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 tobe kept
  • Develop efficient filing systems for both paper and electronicrecords
  • Create a records retention schedule
  • Document the destruction of sensitive materials
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