Record and file management tasks pdf

These tasks can be scheduled to occur periodically to reduce repetitive costs. Pdf in the information society, records are generated in many forms including paper and electronic forms. Many guidance documents have addressed aspects of the records management process. Chapter 9 records management revised april 18, 2006 what is the purpose of records management.

Records liaisons need to brief senior management on the importance of your records management program and train office staff on how it works. This procedure applies directly to policy 6701, records management. Therefore, nara has developed this list as a means to introduce these efforts and tools to the federal records management community and highlight how they could be used for records management tasks. Record keepingorganizing and maintaining the associations filing systemis an essential ingredient of good management and makes all other management tasks easier. You will need complete and accurate records in order to carry out many management tasks, such as taking a tenant to court. Information and records management association nirma represent a consensus of the members. Record proprietors determine which records will be created, gathered, and maintained, and produce records for audit and other purposes. The object of proper files management is to be able to find the record you need quickly and economically, regardless of its format.

Sponsorship once the event manager and organising committee have a clear understanding of the finances and budget, they may wish to secure sponsorship for the event. The retention of any particular electronic record will. The document management process consists of document creation, document control and records management. This process description addresses aspects of all three subprocesses, but is primarily focused on document control and records management. Electronic records and records management practices pdf. Training sessions, including basic records management and records retirement. Our files management planning manual provides guidance for establishing and maintaining the records of your office by the most efficient and economical means available. File management tasks automate the process of finding subsets of files on a server and applying simple commands. State of florida electronic records and records management practices program functions and activities.

Files management planning records management services. To implement a costeffective departmentwide program that provides for adequate and proper documentation of department of energy activities, proper records disposition, and promotes economy and efficiency in the program. Manual process request from the records management office, through. Roles and responsibilities for records management include. A oneyear records management certificate is preferred. Document control and records management process description.