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Records Management for Dummies

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Records Management for Dummies

By Blake Richardson

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Format: Paperback, 312 pages
Other Information: Illustrated
Published In: United States, 01 October 2012
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.

Table of Contents

Introduction 1 Part I: Setting the Stage 7 Chapter 1: Fundamentally Speaking 9 Chapter 2: Appraising 35 Chapter 3: Scheduling 49 Part II: Filing Made Simple 73 Chapter 4: I Know It?s Here Somewhere 75 Chapter 5: Drives Can Drive You Crazy 97 Chapter 6: A Message about E-Mail 113 Part III: Capturing Records 127 Chapter 7: Watch Out, I?m Backing Up 129 Chapter 8: Know When to Hold ?em 141 Chapter 9: Imaging Documents 153 Chapter 10: Software Applications 179 Part IV: Parking Spaces 199 Chapter 11: Storage Locations 201 Chapter 12: Compliant Destruction 213 Part V: Creating a Plan 225 Chapter 13: Codifying the Policies 227 Chapter 14: Train the Troops 237 Part VI: The Part of Tens 247 Chapter 15: Ten Simple Management Guidelines 249 Chapter 16: Ten Emerging Trends 259 Appendix: Sample Forms and Vendor Listings 269 Index 281

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.

EAN: 9781118388082
ISBN: 1118388089
Publisher: John Wiley & Sons
Dimensions: 23.4 x 18.8 x 1.6 centimetres (0.45 kg)
Age Range: 15+ years
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