1. Documents
vs
Records
Document Record
Live information that has
not been made final. A
work in progress, this file
type doesn't have to
adhere to strict regulations
until it is final.
Final and official files.
These files cannot be
edited or recreated—at
this point they are subject
to strict legal
requirements.
Business plans
Process maps
Purchasing criteria
Quality objectives manual
Approved supplier lists
Accounting source files
Employment contracts
Financial statements
OSHA logs
Invoices
Management Solutions
Examples
Version control
User access control
Cloud accessibility
Document organization
Barcode labeling & tracking
24/7 monitoring
Climate controls
Onsite shredding
Document Management
Systems
Offsite Records Storage