Records Management For Dummies
Know what to keep, how to set up a system, and what your plan should containIf 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 recordsRank and file — explore different filing systems and methods, find one that meets your needs, and develop a planWhat and why — learn what you need to keep and how proper records management can protect your business in case of a lawsuitWhen it's time to let go — ensure that files are properly destroyed when they should beSuper software — compare software options for managing records, documents, and enterprise content, and discover e-DiscoveryOpen the book and find:Tips on managing the information life cycleThe scoop on retention schedulingSuggestions for naming folders and filesReasons to set quotas on e-mail inboxesWhat a hold notice is and when to consider oneGuidelines for evaluating software vendorsHow to enchant senior management with your planOptions for educating employees and training your staffLearn to:Take inventory of current records and determine what needs to be keptDevelop efficient filing systems for both paper and electronic recordsCreate a records retention scheduleDocument the destruction of sensitive materials