What are the consequences of bad record keeping? This infographic explains the financial, productivity based, legal, and data integrity issues that are directly correlated with poor records management.
This presentation discusses the importance of effective records management. It notes that the amount of electronic records is growing rapidly but finding information can be difficult without a records management system. A good records management system allows organizations to create only necessary records, retain them for as long as needed, and dispose of them appropriately. It emphasizes that both paper and electronic records should be managed according to their content and purpose, not just their format.
The document discusses three main records management models:
1) The European Administrative model which does not distinguish between records and documents and is managed by administrative staff with no clear retention schedules.
2) The Lifecycle model conceived in the 1930s which defines the lifecycle of a record from creation to disposal and is based on a linear timeline. It separates records management and archival functions.
3) The Records Continuum model which defines records management as a continuum with four dimensions of time and space. It abolishes differences between archivists and records managers.
The document discusses an introductory session on records and information management, defining what records and non-records are, the importance of metadata, and providing an overview of electronic records and the challenges of managing them. It covers topics like the records lifecycle, definitions of records and their characteristics, and differences between paper and electronic records.
Part 1 of a Training Course on Establishing An Institutional Records Management and Archival Collection Development Program for RVM Schools (held at the RVM Regional House, Singalong, Paco, Manila on 2002 Dec. 11-2 , at the RVM Regional House, Cebu on 2003 Jan. 24-25, at the RVM Regional House, Davao City on 2003 Feb. 28-March 1, and at the RVM Regional House, Cagayan de Oro City. on 2003 March 7-8
Electronic records management (ERM) evolved from the need to more efficiently store and retrieve organizational records. As organizations generated increasing volumes of information, traditional paper-based records storage became inefficient. ERM systems digitized records management to reduce storage and retrieval costs. Early ERM systems lacked standards and interoperability between vendors. Regulatory bodies later established guidelines to promote consistent ERM practices, especially in the public sector. Document management systems expanded to incorporate electronic records management features to better serve organizations' information governance needs.
The document defines records and records management. It discusses the importance of records management, including reducing costs, improving efficiency, and ensuring compliance. It outlines the records lifecycle of creation, use, maintenance, and final disposition or destruction. It also discusses the importance of a records retention schedule and categorizes different types of records like vital records, essential records, and useful records. Finally, it discusses the advantages of properly managing records like aiding memory, adding credibility, and supporting accountability.
This document discusses best practices for file and records management. It notes that many professionals waste significant time each day and year searching for documents. Proper paper and digital filing systems can help avoid this loss of time. The document provides tips for implementing effective paper and digital filing structures and procedures, including topics like file closing, retention, and destruction. Special concerns around client requests for files are also addressed. The overall goal highlighted is implementing sound office procedures enforced through technology with trained staff.
Records management is the systematic administration of records and documented information throughout their lifecycle, including creation, classification as active or inactive, use, storage, and final disposition. It involves identifying, circulating, storing, and disposing of records based on their legal, archival, fiscal, or other value to an organization. Records can be in any physical form, including paper documents, photographs, films, and electronic files, and effective management requires classifying records as centralized or decentralized based on storage and access needs.
This presentation discusses the importance of effective records management. It notes that the amount of electronic records is growing rapidly but finding information can be difficult without a records management system. A good records management system allows organizations to create only necessary records, retain them for as long as needed, and dispose of them appropriately. It emphasizes that both paper and electronic records should be managed according to their content and purpose, not just their format.
The document discusses three main records management models:
1) The European Administrative model which does not distinguish between records and documents and is managed by administrative staff with no clear retention schedules.
2) The Lifecycle model conceived in the 1930s which defines the lifecycle of a record from creation to disposal and is based on a linear timeline. It separates records management and archival functions.
3) The Records Continuum model which defines records management as a continuum with four dimensions of time and space. It abolishes differences between archivists and records managers.
The document discusses an introductory session on records and information management, defining what records and non-records are, the importance of metadata, and providing an overview of electronic records and the challenges of managing them. It covers topics like the records lifecycle, definitions of records and their characteristics, and differences between paper and electronic records.
Part 1 of a Training Course on Establishing An Institutional Records Management and Archival Collection Development Program for RVM Schools (held at the RVM Regional House, Singalong, Paco, Manila on 2002 Dec. 11-2 , at the RVM Regional House, Cebu on 2003 Jan. 24-25, at the RVM Regional House, Davao City on 2003 Feb. 28-March 1, and at the RVM Regional House, Cagayan de Oro City. on 2003 March 7-8
Electronic records management (ERM) evolved from the need to more efficiently store and retrieve organizational records. As organizations generated increasing volumes of information, traditional paper-based records storage became inefficient. ERM systems digitized records management to reduce storage and retrieval costs. Early ERM systems lacked standards and interoperability between vendors. Regulatory bodies later established guidelines to promote consistent ERM practices, especially in the public sector. Document management systems expanded to incorporate electronic records management features to better serve organizations' information governance needs.
The document defines records and records management. It discusses the importance of records management, including reducing costs, improving efficiency, and ensuring compliance. It outlines the records lifecycle of creation, use, maintenance, and final disposition or destruction. It also discusses the importance of a records retention schedule and categorizes different types of records like vital records, essential records, and useful records. Finally, it discusses the advantages of properly managing records like aiding memory, adding credibility, and supporting accountability.
This document discusses best practices for file and records management. It notes that many professionals waste significant time each day and year searching for documents. Proper paper and digital filing systems can help avoid this loss of time. The document provides tips for implementing effective paper and digital filing structures and procedures, including topics like file closing, retention, and destruction. Special concerns around client requests for files are also addressed. The overall goal highlighted is implementing sound office procedures enforced through technology with trained staff.
Records management is the systematic administration of records and documented information throughout their lifecycle, including creation, classification as active or inactive, use, storage, and final disposition. It involves identifying, circulating, storing, and disposing of records based on their legal, archival, fiscal, or other value to an organization. Records can be in any physical form, including paper documents, photographs, films, and electronic files, and effective management requires classifying records as centralized or decentralized based on storage and access needs.
An effective records management program has several important business benefits:
1. It controls the creation and growth of records by limiting unnecessary documents and establishing retention schedules to destroy obsolete records. This stabilizes record growth over time.
2. It reduces operating costs by allowing inactive records to be stored off-site more cheaply and freeing up office space. For a typical 30 person office, cost savings could be $7,000 annually.
3. It improves efficiency and productivity by enhancing information retrieval through well-designed filing systems and indexes, allowing staff to access needed information more quickly.
Introduction to Records Management @ UNC-Chapel HillUNCrecman
This training module covers the basics of records management at UNC-Chapel Hill. It was created for records management liaisons and any other University employees who are interested in records management.
This document provides guidance on records management for the TRICARE Management Activity (TMA). It discusses what constitutes a TMA record, the records lifecycle, impacts of record freezes, and when records can be destroyed. It emphasizes the importance of properly managing both paper and electronic records in accordance with relevant laws and regulations to avoid legal and organizational issues.
This document discusses files management and provides guidance on creating and maintaining effective filing systems. It emphasizes the importance of files management in enabling effective decision-making and reconstructing sequences of actions. Some key points covered include common filing methods, criteria for a good filing system, organizing and classifying records, file structures and codification, filing equipment, training procedures, and addressing common filing problems. Tips are provided such as exploring filing options, keeping systems simple, dedicating time for filing, and communicating the filing process as a team effort.
The document discusses effective records and information management. It defines key terms like document, record, file plan, retention and disposal. It explains that documents become records once finalized and must remain unaltered. There are two types of records - ephemeral which have no long-term value, and vital which are critical to operations. A file plan structures records in a logical hierarchy for easy storage and retrieval. Retention schedules provide guidance on how long to keep records before disposal based on legal and business needs. Proper records management promotes good business practices and compliance.
Records are compiled information regardless of format that provide evidence of business activities. They are an information asset and memory of an organization, supporting accountability. Records management is the efficient control of records throughout their lifecycle - from creation to eventual disposal or permanent preservation. It aims to ensure records are accessible, usable and secure while reducing costs and improving efficiency.
The document discusses the Records Continuum Model, an alternative to the traditional Records Life Cycle Model. The Records Continuum Model was developed in the 1990s and focuses on the purposes of records rather than their physical movement. It aims to provide a more integrated approach between records management and archival functions. The model views records as existing in a multidimensional space rather than passing through linear stages over time. It also allows for archivists to be more proactive in ensuring evidentiary value from the initial creation of records. The Records Continuum Model provides a more cohesive framework for managing records throughout their existence and uses.
The document discusses record management. It defines record management as the practice of maintaining records from creation to eventual disposition. Records include documents created or received as evidence of business activities. The retention period represents how long a record should be kept. Electronic records management involves tracking and storing digital records and metadata to ensure preservation. Different types of records have different retention periods depending on their importance, from permanent to routine records. Challenges in managing electronic records include hardware and software dependence and impermanence of storage media.
Here are the key points on how records can be categorized according to their use or value:
- Administrative value: Records containing information on procedures, operations, decisions needed to support current business functions.
- Fiscal value: Records providing evidence of financial transactions and accounting needed for auditing like invoices, receipts, payment records.
- Legal value: Records containing information needed to protect the legal and financial interests of an organization in case of litigation or investigation.
- Evidential value: Records providing proof of decisions made, actions taken etc. important for accountability and good governance.
- Historical/informational value: Records important for historical research that give an overview of the development of an organization or society over time.
This document provides an introduction to filing and record keeping training. It outlines objectives to help participants understand the importance of good filing systems and improve their own institutions' filing. It describes types of documents that should be filed, such as administrative, financial, organizational and project documents. It provides notes on setting up an effective filing system, including logical organization and regular maintenance. Finally, it discusses different filing methods like chronological, alphabetical and numerical ordering to make documents easy to find.
This document discusses records center management and was prepared by Mr. Ahmed Noman. It defines a records center as a facility for low-cost storage of semi-current records pending disposal. There are three types of records centers: national, departmental, and commercial. National records centers are established by governments to store government records, departmental centers store records for individual departments, and commercial centers provide storage as a private business. The document outlines characteristics of effective records centers such as security, cleanliness, orderliness, and efficiency of retrieval and disposal.
This document outlines principles of records management for a class at TCRM over six months. It defines key terms related to records management, including records, records management, records manager, and the life cycle of records. It then describes the historical development of records management from ancient civilizations to modern standards and practices developed in various countries from the 12th century onward.
The document outlines procedures for managing records in a records center, including transferring records, accessioning records, retrieving records, and disposing of records according to disposal schedules. Key steps include liaising with records offices, preparing boxes and labels, updating registers, filling out request forms, and attaching issue stickers when retrieving records for use. The goal is to efficiently store and provide access to records based on disposal instructions.
The document provides an overview of records management basics and the records life cycle. It discusses why records management is important both legally and administratively. Records must be properly managed and retained or destroyed according to approved records retention schedules. Electronic records and email pose special challenges and must be managed according to state requirements. The University Records Management program can assist with records scheduling, transfers, destruction and reference requests.
An effective records management program has seven key attributes:
1. It creates only necessary records and destroys obsolete records.
2. It safely stores records, especially archival records.
3. It allows quick retrieval of records through efficient systems.
4. It uses appropriate information technology to manage records.
5. It promotes public use of archival records as a community resource.
6. It ensures records management is integrated into all organizational policies and procedures.
7. It recognizes that records management is a responsibility of all staff.
This document provides an overview of records inventory and appraisal. It defines key terms like records inventory, appraisal, and retention schedule. It explains that the objectives of a records inventory are to identify all agency records, their location and format, and gather information to determine appropriate retention periods. The basic steps of a records management program are outlined as inventory, appraisal, and scheduling. The document also describes the objectives and process of appraising records based on their administrative, fiscal, legal and historical values to determine retention periods and appropriate disposition.
Concept and terminology of records center and managementDhani Ahmad
The document defines key terms related to records centers and their management, including records, current records, semi-current records, non-current records, and archives. It describes the functions of a records center as receiving and storing semi-current records from creating agencies until they can be disposed of according to retention schedules. Records centers provide security, reference services, and act as information centers for creating agencies. Their purpose is to store semi-current records in an efficient, cost-effective manner until final disposition.
Management of records in the records centerDhani Ahmad
The document discusses procedures for managing records in a records center, including transferring records in and out, providing access, and retrieval processes. Records center staff liaise with records offices, transfer records for storage, and provide advice on records use. Only originating offices may borrow records by submitting a request form containing record details. Records are then delivered against a receipt. A series of indexes and forms are used to track record locations and movement in and out of the records center.
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)Abolade Lekan
This document provides an overview of electronic records management systems. It defines what record management and electronic records are, discusses the types of records that can be managed, and the roles and responsibilities of record managers. It describes the benefits of electronic document and records management systems (EDRMS) over non-EDRMS approaches, how EDRMS work, and compares the key differences between the two. The document also covers current issues in records management and provides several references for further information.
The document discusses effective document filing systems and was presented at a 3-day workshop on productivity enhancement for secretaries. It covers various topics related to document filing including the importance of record keeping, types of records, information processing cycles, methods of filing, indexing, the record cycle, and storage of documents. The key aspects of effective filing systems discussed are classification, accessibility, simplicity, and ensuring important records are properly stored and retained.
The CFO's Definitive Guide To Document RetentionSecureDocs
The document provides guidance to CFOs on retaining important business documents. It recommends saving documents related to taxes, business operations, employees, and finances. State and federal laws dictate retention periods that range from 1 year to indefinitely, depending on the document type. The document stresses the importance of an organized storage system to facilitate document retrieval and compliance with legal requirements.
Getting to Paperlite: Strategies for More Efficient Records Management Part 1TAB
Everyone wants to work with less paper, but many organizations have no idea how to get there. This presentation shares the records management best practices you need to get to “paperlite.”
An effective records management program has several important business benefits:
1. It controls the creation and growth of records by limiting unnecessary documents and establishing retention schedules to destroy obsolete records. This stabilizes record growth over time.
2. It reduces operating costs by allowing inactive records to be stored off-site more cheaply and freeing up office space. For a typical 30 person office, cost savings could be $7,000 annually.
3. It improves efficiency and productivity by enhancing information retrieval through well-designed filing systems and indexes, allowing staff to access needed information more quickly.
Introduction to Records Management @ UNC-Chapel HillUNCrecman
This training module covers the basics of records management at UNC-Chapel Hill. It was created for records management liaisons and any other University employees who are interested in records management.
This document provides guidance on records management for the TRICARE Management Activity (TMA). It discusses what constitutes a TMA record, the records lifecycle, impacts of record freezes, and when records can be destroyed. It emphasizes the importance of properly managing both paper and electronic records in accordance with relevant laws and regulations to avoid legal and organizational issues.
This document discusses files management and provides guidance on creating and maintaining effective filing systems. It emphasizes the importance of files management in enabling effective decision-making and reconstructing sequences of actions. Some key points covered include common filing methods, criteria for a good filing system, organizing and classifying records, file structures and codification, filing equipment, training procedures, and addressing common filing problems. Tips are provided such as exploring filing options, keeping systems simple, dedicating time for filing, and communicating the filing process as a team effort.
The document discusses effective records and information management. It defines key terms like document, record, file plan, retention and disposal. It explains that documents become records once finalized and must remain unaltered. There are two types of records - ephemeral which have no long-term value, and vital which are critical to operations. A file plan structures records in a logical hierarchy for easy storage and retrieval. Retention schedules provide guidance on how long to keep records before disposal based on legal and business needs. Proper records management promotes good business practices and compliance.
Records are compiled information regardless of format that provide evidence of business activities. They are an information asset and memory of an organization, supporting accountability. Records management is the efficient control of records throughout their lifecycle - from creation to eventual disposal or permanent preservation. It aims to ensure records are accessible, usable and secure while reducing costs and improving efficiency.
The document discusses the Records Continuum Model, an alternative to the traditional Records Life Cycle Model. The Records Continuum Model was developed in the 1990s and focuses on the purposes of records rather than their physical movement. It aims to provide a more integrated approach between records management and archival functions. The model views records as existing in a multidimensional space rather than passing through linear stages over time. It also allows for archivists to be more proactive in ensuring evidentiary value from the initial creation of records. The Records Continuum Model provides a more cohesive framework for managing records throughout their existence and uses.
The document discusses record management. It defines record management as the practice of maintaining records from creation to eventual disposition. Records include documents created or received as evidence of business activities. The retention period represents how long a record should be kept. Electronic records management involves tracking and storing digital records and metadata to ensure preservation. Different types of records have different retention periods depending on their importance, from permanent to routine records. Challenges in managing electronic records include hardware and software dependence and impermanence of storage media.
Here are the key points on how records can be categorized according to their use or value:
- Administrative value: Records containing information on procedures, operations, decisions needed to support current business functions.
- Fiscal value: Records providing evidence of financial transactions and accounting needed for auditing like invoices, receipts, payment records.
- Legal value: Records containing information needed to protect the legal and financial interests of an organization in case of litigation or investigation.
- Evidential value: Records providing proof of decisions made, actions taken etc. important for accountability and good governance.
- Historical/informational value: Records important for historical research that give an overview of the development of an organization or society over time.
This document provides an introduction to filing and record keeping training. It outlines objectives to help participants understand the importance of good filing systems and improve their own institutions' filing. It describes types of documents that should be filed, such as administrative, financial, organizational and project documents. It provides notes on setting up an effective filing system, including logical organization and regular maintenance. Finally, it discusses different filing methods like chronological, alphabetical and numerical ordering to make documents easy to find.
This document discusses records center management and was prepared by Mr. Ahmed Noman. It defines a records center as a facility for low-cost storage of semi-current records pending disposal. There are three types of records centers: national, departmental, and commercial. National records centers are established by governments to store government records, departmental centers store records for individual departments, and commercial centers provide storage as a private business. The document outlines characteristics of effective records centers such as security, cleanliness, orderliness, and efficiency of retrieval and disposal.
This document outlines principles of records management for a class at TCRM over six months. It defines key terms related to records management, including records, records management, records manager, and the life cycle of records. It then describes the historical development of records management from ancient civilizations to modern standards and practices developed in various countries from the 12th century onward.
The document outlines procedures for managing records in a records center, including transferring records, accessioning records, retrieving records, and disposing of records according to disposal schedules. Key steps include liaising with records offices, preparing boxes and labels, updating registers, filling out request forms, and attaching issue stickers when retrieving records for use. The goal is to efficiently store and provide access to records based on disposal instructions.
The document provides an overview of records management basics and the records life cycle. It discusses why records management is important both legally and administratively. Records must be properly managed and retained or destroyed according to approved records retention schedules. Electronic records and email pose special challenges and must be managed according to state requirements. The University Records Management program can assist with records scheduling, transfers, destruction and reference requests.
An effective records management program has seven key attributes:
1. It creates only necessary records and destroys obsolete records.
2. It safely stores records, especially archival records.
3. It allows quick retrieval of records through efficient systems.
4. It uses appropriate information technology to manage records.
5. It promotes public use of archival records as a community resource.
6. It ensures records management is integrated into all organizational policies and procedures.
7. It recognizes that records management is a responsibility of all staff.
This document provides an overview of records inventory and appraisal. It defines key terms like records inventory, appraisal, and retention schedule. It explains that the objectives of a records inventory are to identify all agency records, their location and format, and gather information to determine appropriate retention periods. The basic steps of a records management program are outlined as inventory, appraisal, and scheduling. The document also describes the objectives and process of appraising records based on their administrative, fiscal, legal and historical values to determine retention periods and appropriate disposition.
Concept and terminology of records center and managementDhani Ahmad
The document defines key terms related to records centers and their management, including records, current records, semi-current records, non-current records, and archives. It describes the functions of a records center as receiving and storing semi-current records from creating agencies until they can be disposed of according to retention schedules. Records centers provide security, reference services, and act as information centers for creating agencies. Their purpose is to store semi-current records in an efficient, cost-effective manner until final disposition.
Management of records in the records centerDhani Ahmad
The document discusses procedures for managing records in a records center, including transferring records in and out, providing access, and retrieval processes. Records center staff liaise with records offices, transfer records for storage, and provide advice on records use. Only originating offices may borrow records by submitting a request form containing record details. Records are then delivered against a receipt. A series of indexes and forms are used to track record locations and movement in and out of the records center.
RECORDS MANANGEMENT SYSTEM (Electronic Records Management)Abolade Lekan
This document provides an overview of electronic records management systems. It defines what record management and electronic records are, discusses the types of records that can be managed, and the roles and responsibilities of record managers. It describes the benefits of electronic document and records management systems (EDRMS) over non-EDRMS approaches, how EDRMS work, and compares the key differences between the two. The document also covers current issues in records management and provides several references for further information.
The document discusses effective document filing systems and was presented at a 3-day workshop on productivity enhancement for secretaries. It covers various topics related to document filing including the importance of record keeping, types of records, information processing cycles, methods of filing, indexing, the record cycle, and storage of documents. The key aspects of effective filing systems discussed are classification, accessibility, simplicity, and ensuring important records are properly stored and retained.
The CFO's Definitive Guide To Document RetentionSecureDocs
The document provides guidance to CFOs on retaining important business documents. It recommends saving documents related to taxes, business operations, employees, and finances. State and federal laws dictate retention periods that range from 1 year to indefinitely, depending on the document type. The document stresses the importance of an organized storage system to facilitate document retrieval and compliance with legal requirements.
Getting to Paperlite: Strategies for More Efficient Records Management Part 1TAB
Everyone wants to work with less paper, but many organizations have no idea how to get there. This presentation shares the records management best practices you need to get to “paperlite.”
Streamlining information and document managementCanon Belgium
This document discusses how digitizing paper documents and implementing document management systems can streamline workflows and improve productivity. It notes that while digital processes are faster, many organizations still rely on paper documents that cause delays. It estimates that information workers spend 7% of their time dealing with paper document problems and 25% of time is wasted on fruitless searches and duplication. The document then provides questions to help identify areas where digitizing documents could help and examples of how organizations have benefited from converting paper processes to digital ones.
This document discusses how digitizing paper documents and implementing document management systems can streamline workflows and improve productivity. It notes that while digital processes are faster, many organizations still rely on paper documents, which leads to wasted time searching for documents and rekeying data. It then provides questions to help identify areas where digitization could help by reducing processing time, data entry errors, lost documents, difficulty tracking documents, and paper storage space. Examples are given of how scanning technology and document management software can automate workflows by capturing, storing, retrieving and sharing digital documents. Customer testimonials show how these systems have reduced processing times and improved access to information.
Canon for Business - Where paper meets digitalCanon Belgium
This document discusses how organizations can streamline paper-based processes by integrating them with digital workflows. It notes that while digital processes improve efficiency, many organizations still rely on paper documents that cause delays. The document provides questions to help identify areas where paper use creates inefficiencies and presents examples of how scanning, electronic storage and retrieval, and automation can help organizations modernize processes to accelerate performance. It also shares stories of how specific companies realized benefits like faster invoice processing and improved customer service by reducing their reliance on paper.
Effective records management is essential for organizations to ensure consistency, protect rights, ensure accountability, and provide evidence. Poor records management can lead to issues like delayed filing, increased complaints, bulk storage of unnecessary records, and misfiling. It can also result in inability to access information, inconsistent decision making, loss of records, and increased costs. Proper records management is needed to use records as evidence, preserve historical information, ensure transparency and accountability, and aid in decision making and development planning. The roles of a records manager include overseeing records from creation to disposition, providing access, and ensuring legal and regulatory compliance.
Streamlining paper processes in a digital world - Canon CEECanon Business CEE
Wherever you are on your journey to process modernisation, we can help you go further.
We can help organizations of all shapes and sizes transform the way they work.
We can work with you to seamlessly integrate paper and digital workflows, automating information capture, storage and distribution to accelerate operational performance.
records management workshop updated 20141112.pptxErmiyas33
The document provides guidance on effectively managing records at a university. It emphasizes organizing records according to business processes and activities to ensure legislative compliance, efficiency, and accessibility. Retention periods are linked to business processes and records with the same retention periods are grouped together for easy disposition. The document stresses saving records in shared network drives and folders rather than personal drives so others can access important information.
Content management advice that will increase your efficiency - GennGlobalSarah Ward
This document provides tips for improving content and project management to increase efficiency. Poor organization wastes time that could be spent on productive tasks, especially in time-sensitive situations. The document recommends developing an organized filing system with input from team members, investing in quality storage for physical documents, and categorizing documents broadly rather than being too specific. Following these tips can help avoid time lost searching for documents and improve efficiency.
An effective records management program has three key objectives: service, profit/cost-avoidance, and social responsibility. Records management programs help organizations by controlling record growth, reducing operating costs through proper storage and disposal, and improving efficiency by enhancing information retrieval. They also allow organizations to comply with regulations, minimize litigation risks, safeguard vital information, support decision making, preserve institutional memory, and foster a professional work environment. Implementing a records management program can save thousands of dollars annually in storage and staff costs.
This document summarizes a roundtable discussion on records and information management (RIM) in the gas industry. Key topics discussed include the differences between decentralized and centralized RIM approaches, elements to include in a records retention policy, and specific record types like maps, logs, and non-standard data that require careful management. The group discussed how to take the best aspects of decentralized and centralized models through a "centralized command, decentralized execution" structure with oversight from a program manager.
Implementing a records_retention_program_stSam Poole
This document discusses implementing a records retention program for businesses. It recommends appointing an individual to oversee the project and inventorying all records generated to determine what needs to be retained and for how long. Key steps include categorizing records, creating a retention schedule, storing and destroying records appropriately, and regularly reviewing the policies. The goal is to eliminate unnecessary documents while retaining important legal, financial and operational records.
How Document Management Solutions Benefit Human Resource Departmentsosaminc
Human resource departments manage a great deal of complex paperwork. As a result, HR personnel spend an inordinate amount of time on lower-level tasks. Document imaging in Phoenix lessens the paperwork burdens and frees human resource professionals to focus on more meaningful projects. Additionally, document imaging reduces costs, increases efficiencies, improves security and ensures compliance with government regulations.
Law firms and legal departments face congestion and delays in retrieving records that can take months and hurt their cases. This congestion is caused by traditional methods that require staff to chase down custodians and documents. Now, specialized digital document retrieval companies can substantially shorten the records retrieval time to just a few weeks by consolidating the process into just a few steps and using customized technology and trained staff to continuously track and retrieve records. These companies alleviate congestion for law firms by handling all aspects of retrieval including subpoenas, payments, and document organization so that lawyers have instant digital access to complete case files from anywhere.
This document discusses the benefits of automating a company's time and attendance solution. It notes that automating can help control labor costs by reducing errors, overtime payments and payroll increases. It also helps minimize compliance risks and improves workforce productivity. Specific benefits mentioned include reduced processing time and costs, eliminating manual timesheets, improved scheduling, real-time access to payroll information, and better ability to analyze trends and plan resource needs.
This document provides guidance on creating an effective document retention policy (DRP). It recommends identifying a DRP manager to oversee the policy. Businesses should inventory documents produced, both physical and electronic, and determine retention periods while complying with relevant laws. The DRP should specify storage, destruction procedures, and include suspending document destruction if litigation arises. Following these steps can bring business efficiencies and legal protections through a tailored, consistently implemented DRP.
This document provides guidance on setting up an effective recordkeeping system for small businesses. It recommends considering paper vs electronic filing and discusses factors like convenience, reliability, security, storage and costs. It provides detailed guidelines on what types of records to keep, such as accounting, corporate, tax and payroll documents, and for how long to retain each type. Finally, it stresses the importance of consulting with a CPA to design a customized system and software that meets the needs of the specific business.
Ask someone what accounting is about, and data entry will be the first thing on their mind. Ask someone who an accountant is, and they envision a quiet, serious, meek person sitting in a dimly lit space, surrounded by documents, crunching numbers, or entering data. But nothing could be further from the truth. So, if not numbers and data processing, what is accounting really about?
Similar to The Consequences of Bad Record Keeping (20)
How Long Should I Be Hanging On to Student Records?Record Nations
When it comes to student-related records it's state laws that define how long they need to be kept, making it difficult to lay out an all-encompassing retention guide for each and every type of student record.
Instead, learn more in this SlideShare about guidelines on how to create a plan for handling student record retention in compliance with any state's requirements, with information including general retention times for different records as well as the best ways to actually store and track files before disposing them.
To learn more about a space-saving strategy for storing student records at home check out https://www.recordnations.com/2020/10/a-space-saving-strategy-for-storing-school-documents-at-home/.
How to Manage Your Child's Paperwork During Online SchoolRecord Nations
While as the name implies with online school the majority of things are handled digitally, just like any other industry paper still is and probably always will be used with education.
As a result now with parents being forced to convert their kitchens and living rooms into mini classrooms, it's easier than ever for paper clutter from student notes, assignments, and forms to quickly build up—especially when there are multiple children to manage.
Learn more in this SlideShare about some of the potential issues parents face while trying to manage their child's paperwork as well as how the combination of scanning and shredding (otherwise known as day-forward scanning) can be used as a solution to a parent's problems, with details including what exactly day-forward scanning is, how it benefits parents, and finally how the strategy works.
The Fair and Accurate Credit Transactions Act (FACTA) contains multiple provisions to help limit identity theft ranging from consumers having the ability to place fraud alerts on their credit history to financial institutions and creditors being required to dispose consumer information securely.
Learn more in this SlideShare about FACTA's formal definition and history, top reasons for why it was passed into law, FACTA's provisions for preventing identity theft, a closer look at the Red Flags Rule, and most importantly whether or not FACTA applies to you.
Get more information on potential penalties for failing to comply with FACTA at https://www.recordnations.com/2020/08/penalties-for-facta-noncompliance/.
The Top 5 Benefits of Scanning Patient ChartsRecord Nations
Ranging from saving time for patient care and improving productivity to freeing up new space for things like extra patient rooms, the benefits of scanning patient charts are bountiful.
The document discusses the importance of diversity and inclusion in the workplace. It notes that a diverse workforce leads to better problem solving and decision making by bringing in a variety of perspectives. The document also recommends specific strategies that companies can implement to promote diversity, equity, and inclusion.
The Top 6 Reasons to Go Paperless In AccountingRecord Nations
Scanning old hard-copy files and adopting a paperless system for managing your accounting records provides a wide range of benefits stretching from saving storage space and storage costs to improving productivity and benefitting the environment.
The Guide to Going Paperless in AccountingRecord Nations
Considering the amount of paperwork produced by accounting firms and departments every day, document management is especially important when it comes to keeping offices efficient and sensitive information secure.
Learn more in this SlideShare about some of the top reasons for why you should go paperless in accounting, what kinds of files you should be scanning, and how to implement paperless document management.
Find more information on storage and scanning for the financial industry at https://www.recordnations.com/industries/financial/.
So you've taken the leap and gone from paper to paperless records, but now the question is what do you do from there?
Learn more about the types of technology that are applied to new digital documents, the options for how to store them, and what to do with your old papers once everything else is done.
Using roughly 2,000 sheets of paper per day, a school will consume as much as 320,000 sheets of paper over the course of the school year.
Based off the average price of paper at 5 cents, that means schools can expect to be spending around $100 per day and $16,000 per year on the cost of paper alone—not to mention the indirect costs like filing cabinets to store education records.
DMS Systems vs Cloud Storage: A Side-by-Side ComparisonRecord Nations
Document management systems (DMS) and cloud storage are the primary ways used to manage freshly-scanned files, and although they both share the benefits of paperless records management, there are also differences that can make one option more ideal than the other.
HIPAA Violations: The Most Common and How to Avoid ThemRecord Nations
The Health Insurance Portability and Accountability Act contains a wide range of regulations stretching from storage requirements to disposal methods, making it important to always be staying up to date with the latest HIPAA regulations to ensure you avoid violations.
Learn more about some of the top violations today like hacking, improper disposal, and employee PHI misuse and abuse, as well as how to protect from them.
A critical component of the healthcare industry, HIPAA sets out a wide range of regulations and standards to ensure providers are taking the proper steps to protect their patients' PHI.
Use this SlideShare to learn more about the top 10 most common HIPAA violations today ranging from employee errors and improper PHI disposal to hacking and data breaches.
Learn more about HIPAA's history and types of violations at https://www.recordnations.com/2017/08/hipaas-history-violations/.
What Is Day-Forward Scanning & How Does It Work?Record Nations
With day-forward scanning, all it takes is selecting a date to go paperless, scanning your existing archives of paper once that day arrives, and then from there scanning your new paper as you create them.
Comparing Your Records Storage and Management OptionsRecord Nations
To find the best storage strategy for you, you first need to turn around and evaluate your own storage needs.
Do you have records you only need to keep for retention requirements? Are you looking to implement digital records management? How many people are normally using your records?
By answering those questions, you in turn can also find the answer to what your best storage options are.
Patient portals benefit both patients as well as doctors. With the advantage for patients of being able to send doctors messages, review test results, and schedule appointments online, doctors in turn have the benefit of being able to save time, cut operating costs, and boost patient engagement.
Use this SlideShare to learn more about microfilm and other microform types, their sizes and differences, how each type is used, and what to do when you're ready to scan your film and move to digital files.
Find more information on microforms and their differences at https://www.recordnations.com/2019/08/whats-the-difference-microfilm-microfiche/.
Meaningful Use of an EHR: What Meaningful Use Is & How It Can Save You MoneyRecord Nations
In this SlideShare find more in-depth information on electronic health records (EHRs), meaningful uses of these records, policies, reimbursements, penalties and more.
Learn how to implement a meaningful EHR in 3 stages, as well as information regarding HITECH.
Find more information regarding electronic health records at https://www.recordnations.com/articles/electronic-health-records-change-healthcare/ to find how EHRs have revolutionized healthcare.
How Using Patient Portals Saves Your Practice TimeRecord Nations
Providing a way for patients to be "seen" without needing an appointment or coming in, patient portals are designed to help streamline workflow in health care.
Among other benefits, some of a patient portal's top advantages include the abilities for patients to retrieve and review their own lab results, ask their doctors questions, manage medications, schedule appointments, pay their medical bills, and update their contact information and insurance changes.
How Scanning Helps Lower Records Management CostsRecord Nations
Besides the low upfront cost of 7–12 cents per page for scanning, going paperless also opens up other opportunities to save on record management ranging from the physical space saved to the improved time-efficiency in the future.
Colby Hobson: Residential Construction Leader Building a Solid Reputation Thr...dsnow9802
Colby Hobson stands out as a dynamic leader in the residential construction industry. With a solid reputation built on his exceptional communication and presentation skills, Colby has proven himself to be an excellent team player, fostering a collaborative and efficient work environment.
Ganpati Kumar Choudhary Indian Ethos PPT.pptx, The Dilemma of Green Energy Corporation
Green Energy Corporation, a leading renewable energy company, faces a dilemma: balancing profitability and sustainability. Pressure to scale rapidly has led to ethical concerns, as the company's commitment to sustainable practices is tested by the need to satisfy shareholders and maintain a competitive edge.
Designing and Sustaining Large-Scale Value-Centered Agile Ecosystems (powered...Alexey Krivitsky
Is Agile dead? It depends on what you mean by 'Agile'. If you mean that the organizations are not getting the promised benefits because they were focusing too much on the team-level agile "ways of working" instead of systemic global improvements -- then we are in agreement. It is a misunderstanding of Agility that led us down a dead-end. At Org Topologies, we see bright sparks -- the signs of the 'second wave of Agile' as we call it. The emphasis is shifting towards both in-team and inter-team collaboration. Away from false dichotomies. Both: team autonomy and shared broad product ownership are required to sustain true result-oriented organizational agility. Org Topologies is a package offering a visual language plus thinking tools required to communicate org development direction and can be used to help design and then sustain org change aiming at higher organizational archetypes.
A presentation on mastering key management concepts across projects, products, programs, and portfolios. Whether you're an aspiring manager or looking to enhance your skills, this session will provide you with the knowledge and tools to succeed in various management roles. Learn about the distinct lifecycles, methodologies, and essential skillsets needed to thrive in today's dynamic business environment.
Originally presented at XP2024 Bolzano
While agile has entered the post-mainstream age, possibly losing its mojo along the way, the rise of remote working is dealing a more severe blow than its industrialization.
In this talk we'll have a look to the cumulative effect of the constraints of a remote working environment and of the common countermeasures.
Impact of Effective Performance Appraisal Systems on Employee Motivation and ...Dr. Nazrul Islam
Healthy economic development requires properly managing the banking industry of any
country. Along with state-owned banks, private banks play a critical role in the country's economy.
Managers in all types of banks now confront the same challenge: how to get the utmost output from
their employees. Therefore, Performance appraisal appears to be inevitable since it set the
standard for comparing actual performance to established objectives and recommending practical
solutions that help the organization achieve sustainable growth. Therefore, the purpose of this
research is to determine the effect of performance appraisal on employee motivation and retention.
12 steps to transform your organization into the agile org you deservePierre E. NEIS
During an organizational transformation, the shift is from the previous state to an improved one. In the realm of agility, I emphasize the significance of identifying polarities. This approach helps establish a clear understanding of your objectives. I have outlined 12 incremental actions to delineate your organizational strategy.
A team is a group of individuals, all working together for a common purpose. This Ppt derives a detail information on team building process and ats type with effective example by Tuckmans Model. it also describes about team issues and effective team work. Unclear Roles and Responsibilities of teams as well as individuals.
1. Consequences
Poor Record Management
The
Of
Financial
Legal
Productivity
Data Loss
When records slip through the cracks or aren't
properly tracked, companies can run into trouble
with taxes and budgets—which then may ripple to
handling payroll as well
When you and employees waste time
looking for lost records rather than working,
you lose out on efficiency and money (since
time is money) and ultimately hurt your
bottom-line
"Hope for the best and plan for the worst."
The larger businesses and their record
archives are, the more important it is that
there's a backup plan in place for their
primary copies of records.
If businesses face legal action
or audit, disorganized record
keeping makes it difficult to
produce records in a timely
fashion and can lead to
issues with retention
tracking (both which are
against the law).
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