A must-see presentation for those who are looking for strategies and tips to manage paper and electronic records in the same environment.

1. Best
Practices for
Managing
Hybrid
Records

2. Best Practices for Managing Hybrid Records

3. Tip #1: Avoid
“Either-Or” Approach

5. Tip #2:
Universal
Controls
Over
Records’
Life Cycle

6. Primary Classification Level: Function

7. Secondary Classification Level: Activity

8. File Classification Level: Taxonomy

9. The Pharmaceutical Experience

10. Tip #3: Identify
Official Record

11. Tip #4:
Purge
Non-
Records

14. Tip #5: Consider
Conversion Options
Carefully

15. ONE Controlled Format

16. Choose RM Tools Carefully
• Media
Independent?
• Extra Steps?
• Link Physical With
Electronic?
• Classification and
Retention?
• Security and
Access?

19. Thank
You !!!

20. Free Resources
Hybrid
Records
Management
Tools
http://fusionrms.tab.com/Hybrid.aspx