What Is Records Management

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Definition on Records Management and a brief history of its evolution.

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What Is Records Management

  1. 1. What is Electronic Records Management (ERM)? Like many processes of 'management', the origins of records management go back to a company or organisations need to store a given number of 'items of information' for later evidential retrieval. Records could be anything from contracts, to invoices to complaints – in short anything that a company may need to keep for later recollection or confirmation of certain events. Policies and procedures are put in place to manage the life cycle of the record from creation to final expiry and destruction and ensure that a full information trail is available of every aspect of the process. The policies and procedures determine the way in which a record is captured, maintained and how access is provided to the record during its entire life cycle. Before the days of Electronic Records Management, the process would typically involve documents in hardcopy form being stored manually using an index of docket books for reference and retrieval. Items that were considered ‘safe’ to archive and/or expire would have typically been moved to microfilm. The same proliferation of information that could be seen as creating the need for Document Management systems, also led to a need to evolve a better way of managing records – as companies struggled to reduce the ever increasing overheads associated with traditional Records Management methods (it was not uncommon for entire buildings to be dedicated to the storage of records). Initially, the Document Management vendors were so focused on managing active or current documents that were moving around an organisation, that few had the extended ability to provide for the needs of records managers. Furthermore, whilst DM software focused almost exclusively on the creation and storage of electronic documents – records could come into the system in a number of ways including hardcopy paper format – which meant that a hybrid solution that managed both paper and electronic information was needed. When Electronic Records Management did arrive, it was chaotic and unregulated, which resulted in very different approaches to storing the records. The lack of standards and best practices was dealt with in most countries by the introduction of ‘bodies’ who were instrumental in a common agreed best approach to ERM. In the United Kingdom – the Public Record Office (PRO) – which is now called the National Archives – were responsible for getting all the central government bodies together and agreeing a common approach to ERM. The European Union subsequently picked up on the work done by the PRO – and in true European style – created an even more detailed set of guidelines and requirements for Electronic Records Management - which are still used today as a 'standard' within the public sector. Many Document Management vendors who had previously ignored the need for Records Management, either purchased existing RM suppliers - or adapted their own DM solutions to also cover the management of records. Whilst only a handful of suppliers have PRO approval and meet the stringent guidelines set down – there are many other solutions out there that provide records management capability – if not to the same high level. The trick is for an organisation to determine whether it needs the higher levels of record control or not and select a solution accordingly. Copyright notice: This document and the version available on the website and its associated content are copyright of quot;contentmanager.eu.comquot; © quot;contentmanager.eu.comquot; 2008. All rights reserved. Any redistribution or reproduction of part or all of the contents in any form is prohibited other than the following: • you may print or download to a local hard disk extracts for your personal and non-commercial use only • you may copy the content to individual third parties for their personal use, but only if you acknowledge the website as the source of the material You may not, except with our express written permission, distribute or commercially exploit the content. Nor may you transmit it or store it in any other website or other form of electronic retrieval system.

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