4. Various methods to conduct an
inventory including:
questionnaires,
physical
inspections,
interviews, and
specialty software used for crawling
and analyzing electronic document
stores.
5. the most common inventorying
method is to create a
questionnaire
and follow‐up with in‐person data
gathering.
6. questionnaire can be distributed
as:
spreadsheet,
electronic survey,
or using specialty software
7. The inventory will likely require
the effort of more than one staff
member per
functional area or department.
8. It is important to provide both
written and verbal instructions for
the appropriate
manner in which to conduct the
inventory.
An initial meeting should be
conducted to
explain how to complete the
document inventory.
9. There should also be provisions
for providing assistance for
questions that arise during the
course of the inventory (via
telephone, e‐mail, and in person if
possible).
