Planning an Imaging Conversion for Shared Electronic Documents. Cheryl Young, CIP, CTT+, CDIA+, APMD, ermm, ecmp
|
|
|
- Calvin Robinson
- 8 years ago
- Views:
Transcription
1 Planning an Imaging Conversion for Shared Electronic Documents Cheryl Young, CIP, CTT+, CDIA+, APMD, ermm, ecmp
2 Records Manager as Change Manager.there is no more delicate matter to take in hand, nor more dangerous to conduct, nor more doubtful in its success, than to setup as a leader in the introduction of changes. For he who innovates will have for his enemies all those who are well off under the existing order of things and only lukewarm supporters in those who might be better off under the new. Machiavelli The Prince 11/18/2014 2
3 Overview Planning the Conversion Document Lifecycle Overview Records Management Drill Down Tools You Can Use 11/18/2014 3
4 Planning the Conversion Earley & Associates Knowledge Worker Study 43% gain in efficiency by knowledge workers w/edms ARMA Study $5,000 per year/employee in lost time looking for Personal Experience 16 sq. ft. per employee for cabinets on average Calculate YOUR Return on Investment AIIM Los Angeles 11/18/2014 4
5 Plan Identify your supporters Identify your roadblocks Identify what success will look like Identify the benefits in the To Be environment Take As Is pictures AIIM Los Angeles 11/18/2014 5
6 Current Filing Yep, someone really works here
7 And now for some education. 11/18/ AIIM Los Angeles
8 What is a Document? Document Definition: Recorded information or object which can be treated as a unit (ISO 15489) A piece of information in any media: paper, audio, video, photo, microfilm, database Ad-hoc Working papers Transitory and changing Critical Documents Lasting value Defined by business process 11/18/2014 8
9 What is a Record? Recorded information in any format that is created, received, and maintained as evidence and information by an organization or person in pursuance of legal obligations or in the transaction business ISO /18/2014 9
10 What is Records Management? Records Management is the field of management responsible for the efficient and systematic control of creation, receipt, maintenance, use, and disposition of records processes for capturing and maintaining evidence information about business activities and transactions A Records System is an information system which captures, manages and provides access to records through time, and, disposes at the proper time AIIM Los Angeles 11/18/
11 Documents > Records Records Evidence of business transactions Evidence of compliance Required for audit Required by customer Need different retention schedules Critical Documents Lasting operational value Defined by business process May not have legal value Ad-hoc Documents Temporary, used for personal or workgroup productivity Records Critical Documents Ad-hoc Documents Spring/Fall Catalog Ideas What If s Creative Services Contract Shipment Billing Published Catalog Draft Catalog Signed Contract Draft Contract Shipping Document Contract Template Invoice 11/18/
12 Records Management Terms Classification Systematic identification and arrangement of business activities Document Life Cycles Explicitly defined process by which document content is authenticated. Records Retention Schedules Operational, Legal and Historical Value Protection Required Disposition Methods 11/18/
13 Taxonomy: Information Classification Taxonomy - those aspects of information architecture concerned with the classification of organizational knowledge and thesaurus construction; the capture of an organization's language in a systematic way. The KEY to the success of Shared Electronic Documents! 11/18/
14 Records Standards ISO Parts 1 and 2 Sedona Best Practices Generally Accepted Recordkeeping Principles Model Requirements for the Management of Electronic Records ( MoReq2 ) 11/18/
15 Plan Governance Process People Document Solutions Architecture Central Coastal ARMA International, California Océ Business Services 11/18/
16 Records Manager as Change Manager Business Rules Strategic relationships Taxonomy Retention Policy Retention Schedule Communication Education Training Support Executive support Department heads IT critical! Legal Counsel Procurement HR/Training 11/18/
17 Planning the Conversion Define the end result first Paperless office what does that mean, exactly, to your company? Transparent to the end user Ease of retrieval Completeness of metadata One Source of Record Trusted System 11/18/
18 Best Practices Gain Executive Commitment and Buy-in Develop and Implement a Retention Policy and Schedule Establish a Record Policy Create Records Procedures Establish Access and Indexing Parameters Define Compliance Yardsticks Report 11/18/
19 Pilot Project/Model Office Identify one department that is open to change Create a functional specification Fields to be indexed Existing sources for the indexing information Who will access the files What level they may manipulate them (delete, edit, add) Frequency the source data will be updated 11/18/
20 Next Steps Back in the Office: Assess Current Situation What is the state of your records department? How often are you looking for missing records? Review Compliance How do you classify data? Does your company run tests for records recovery audit trails? Evaluate Firm Culture Technology oriented or challenged? Willing to try something new? 11/18/
21 Resources Making the Transition from Paper to Electronic David O. Stephens, CRM Framework for Integration of Electronic Document Management Systems and Electronic Records Management Systems ANSI/AIIM.ARMA TR Winning Strategies for Successful Records Management Programs Dr. Mark Langemo 11/18/
22 Complete Document Lifecycle Document Needs Assessment Mail Management Production / Fulfillment Performance Management Records Management Archiving Create & Capture Imaging Services Distribute Print & Finish Security Access Office Services Archive Copy & Print Management Offsite/ Overflow Hardware & Software Fleet / Asset Management 22 11/18/2014
23 The End Questions? 23 11/18/2014
24 Thank You! Cheryl Ahrens Young Western Integrated Systems, HSMG Office (714) x31
What We ll Cover. Defensible Disposal of Records and Information Litigation Holds Information Governance the future of records management programs
What We ll Cover Foundations of Records and Information Management Creating a Defensible Retention Schedule Paper v. Electronic Records Organization and Retrieval of Records and Information Records Management
John B. Breeden, CRM VDOT Records Manager Virginia Department of Transportation
Document and Records Management Standards (or How to Save Your Bacon) John B. Breeden, CRM VDOT Records Manager Virginia Department of Transportation Topics Why are standards important to you and your
Information Governance: Where is ARMA International Headed? David M. Fleming, CRM, IGP, CIP ARMA Utah-Salt Lake Chapter Meeting September 18, 2014
Information Governance: Where is ARMA International Headed? David M. Fleming, CRM, IGP, CIP ARMA Utah-Salt Lake Chapter Meeting September 18, 2014 Discussion Points Defining Information Governance Defining
Non-Profit Records Management Tool Kit
Non-Profit Records Management Tool Kit January 2013 Contents Introduction.... 3 Generally Accepted Record Keeping Principles.... 4 What is a Record?.... 5 File Maintenance.... 6 Classifying a Record.....8
Scotland s Commissioner for Children and Young People Records Management Policy
Scotland s Commissioner for Children and Young People Records Management Policy 1 RECORDS MANAGEMENT POLICY OVERVIEW 2 Policy Statement 2 Scope 2 Relevant Legislation and Regulations 2 Policy Objectives
September 28 2011. Tsawwassen First Nation Policy for Records and Information Management
Tsawwassen First Nation Policy for Records and Information Management September 28 2011 Tsawwassen First Nation Policy for Records and Information Management Table of Contents 1. RECORDS AND INFORMATION
Life Cycle of Records
Discard Create Inactive Life Cycle of Records Current Retain Use Semi-current Records Management Policy April 2014 Document title Records Management Policy April 2014 Document author and department Responsible
UW-Madison Records Management Program
UW-Madison Records Management Program Helping in ways you never Imagined... 2012 University of Wisconsin-Madison Archives & Records Management UW- Madison Records Management Program Standards and Best
Technical Competency Framework for Information Management (IM)
Technical Competency Framework for Information Management (IM) Office of the Chief Information Officer (OCIO) June 15, 2009 Table of contents IM Competency Framework...1 Competency 1: Information Management
Classifying Correspondence. General, Administrative, Project/Case, and Transitory
Classifying Correspondence General, Administrative, Project/Case, and Transitory UT Records Retention Schedule (UTRRS) Categories Correspondence to be retained as part of another record series, such as
Institute for Advanced Study Shelby White and Leon Levy Archives Center
Institute for Advanced Study Shelby White and Leon Levy Archives Center Managing Electronic Records - Recommendations for Institute Staff File Management: Guidelines & Policies Which files are considered
Records Management Policy
Records Management Policy Responsible Officer Chief Operating Officer Approved by Vice-Chancellor Approved and commenced April, 2014 Review by April, 2017 Relevant Legislation, Ordinance, Rule and/or Governance
OFFICIAL. NCC Records Management and Disposal Policy
NCC Records Management and Disposal Policy Issue No: V1.0 Reference: NCC/IG4 Date of Origin: 12/11/2013 Date of this Issue: 14/01/2014 1 P a g e DOCUMENT TITLE NCC Records Management and Disposal Policy
Creating a File Plan. Pre-Session Handouts. File Plan Policy. What is a File Plan and why should I care?
Pre-Session Handouts Business Card Slides File Plan Worksheet Creating a File Plan Wess Jolley, CRM Dartmouth College Management What is a File Plan and why should I care? A File Plan is a written schema
Managing Business Records and Archives at the Getty Center
Managing Business Records and Archives at the Getty Center How four separate program areas worked together to develop an integrated records management and archives program David Farneth, CRM, and Barbara
TERRITORY RECORDS OFFICE BUSINESS SYSTEMS AND DIGITAL RECORDKEEPING FUNCTIONALITY ASSESSMENT TOOL
TERRITORY RECORDS OFFICE BUSINESS SYSTEMS AND DIGITAL RECORDKEEPING FUNCTIONALITY ASSESSMENT TOOL INTRODUCTION WHAT IS A RECORD? AS ISO 15489-2002 Records Management defines a record as information created,
Records and Archives Programmes Strategic issues Workshop
33 rd SIO Session Records and Archives Programmes Strategic issues Workshop Milovan Misic Nairobi 25 October 2007 Milovan Misic experience UN Programs United Nations Programmes and Agencies - UNESCO, UNICEF,
3. Ensure the management of information is compliant with legislative requirements to maximise the benefits and minimise risks;
Enterprise Content Management (ECM) Policy Version Information A. Introduction Purpose 1. Outline and articulate the strategy for enterprise content management across Redland City Council (RCC). This document
How To Manage Records And Information Management In Alberta
8. RECORDS AND INFORMATION MANAGEMENT Overview This chapter is intended to help public bodies understand how good records and information management practices assist in the effective administration of
User Guide to Retention and Disposal Schedules Council of Europe Records Management Project
Directorate General of Administration Directorate of Information Technology Strasbourg, 20 December 2011 DGA/DIT/IMD(2011)02 User Guide to Retention and Disposal Schedules Council of Europe Records Management
The Importance of Information Governance and Risk Management
Information Governance what it is and how it relates to your customers Julie J. Colgan, IGP, CRM 2015 PRISM Annual Conference How much of the world s data was created in the last 2 years? 30% 50% 70% 90%
Wheaton College Records and Information Management Policies and Procedures
Wheaton College Records and Information Management Policies and Procedures 1.0 Purpose: The purpose of the Wheaton College Records and Information Management (RIM) Policies and Procedures document is to
UNIVERSITY OF NAIROBI POLICY ON RECORDS MANAGEMENT
UNIVERSITY OF NAIROBI POLICY ON RECORDS MANAGEMENT APRIL 2011 POLICY ON RECORDS MANAGEMENT TABLE OF CONTENTS DEFINITION OF TERMS AND ACRONYMS... 5 1.0 BACKGROUND... 5 1.1 RATIONALE... 5 1.2 VISION... 5
Record Retention and Digital Asset Management Tim Shinkle Perpetual Logic, LLC
Record Retention and Digital Asset Management Tim Shinkle Perpetual Logic, LLC 1 Agenda Definitions Electronic Records Management EDMS and ERM ECM Objectives Benefits Legal and Regulatory Requirements
Administrative Procedures Memorandum A2005
Page 1 of 12 Date of Issue: June 2014 Original Date of Issue: Subject: References: Links: Contact: June 2014 RECORDS AND INFORMATION MANAGEMENT Policy 2196 Records and Information Management Policy 2197
UNIVERSITY OF MANITOBA PROCEDURE
UNIVERSITY OF MANITOBA PROCEDURE Procedure: Parent Policy: Effective Date: June 23, 2015 Revised Date: Review Date: June 23, 2025 Approving Body: Authority: Responsible Executive Officer: Delegate: Contact:
Electronic Records Management
Electronic Records Management HOW TRANSIT AGENCIES CAN LEVERAGE THEIR USE What is Electronic Records Management Electronic Records Management (ERM) utilizes technology to enable the indexing, imaging,
R Scott Murchison CRM
R Scott Murchison CRM SVP Information Governance Service Kaizen InfoSource LLC Information Management s Impacts on Litigation and ediscovery Relationship of IM and Litigation Role of Information Manager
Basic Records Management Practices for Saskatchewan Government*
Provincial Saskatchewan Archives R of Saskatchewan Basic Records Management Practices for Saskatchewan Government* Provincial Archives of Saskatchewan (306) 787-0734 recordhelp@archives.gov.sk.ca www.saskarchives.com
Corporate Records Management Policy
Corporate Records Management Policy Introduction Part 1 Records Management Policy Statement. February 2011 Part 2 Records Management Strategy. February 2011 Norfolk County Council Information Management
Electronic Business Communication and University Records (E-mail, Chat and Text) UW- Madison Employee Guidance to. UW-Madison Record Management
UW-Madison Record Management UW- Madison Archives & Records Management 2014 UW- Madison Employee Guidance to Electronic Business Communication and University Records (E-mail, Chat and Text) Questions:
COLORADO COMMUNITY COLLEGE SYSTEM SYSTEM PRESIDENT S PROCEDURE ELECTRONIC COMMUNICATIONS MANAGEMENT AND RETENTION PROCEDURES
Page 1 of 6 SP 3-125d COLORADO COMMUNITY COLLEGE SYSTEM SYSTEM PRESIDENT S PROCEDURE ELECTRONIC COMMUNICATIONS MANAGEMENT AND RETENTION PROCEDURES EFFECTIVE: June 14, 2009 REFERENCE: BP 3-125; Electronic
CORPORATE RECORD RETENTION IN AN ELECTRONIC AGE (Outline)
CORPORATE RECORD RETENTION IN AN ELECTRONIC AGE (Outline) David J. Chavolla, Esq. and Gary L. Kemp, Esq. Casner & Edwards, LLP 303 Congress Street Boston, MA 02210 A. Document and Record Retention Preservation
Enterprise Content Management. Image from http://webbuildinginfo.com/wp-content/uploads/ecm.jpg. José Borbinha
Enterprise Content Management Image from http://webbuildinginfo.com/wp-content/uploads/ecm.jpg José Borbinha ECM? Let us start with the help of a professional organization http://www.aiim.org http://www.aiim.org/about
Strategy for Email Management in Canadian Jurisdictions
Strategy for Email Management in Canadian Jurisdictions Email is a fundamental part of doing business today, and the management of email has become a critical issue across all jurisdictions. All governments
E-mail Management: A Guide For Harvard Administrators
E-mail Management: A Guide For Harvard Administrators E-mail is information transmitted or exchanged between a sender and a recipient by way of a system of connected computers. Although e-mail is considered
1. Each employee is responsible for managing college records in a responsible and professional manner.
Policy O-6.2 Approved By: College Executive Team Approval Date: February 26, 2003 Amendment Date: November 25, 2009 Policy Holder: VP Administration & CFO Purpose / Rationale RECORD MANAGEMENT The purpose
SCHEDULE NO. 55 INFORMATION TECHNOLOGY AND COMMUNICATION SYSTEMS RECORDS
COLORADO MUNICIPAL RECORDS RETENTION SCHEDULE 55.010 SCHEDULE NO. 55 INFORMATION TECHNOLOGY AND COMMUNICATION SYSTEMS RECORDS General Description: Records relating to computer, information technology and
Presented by Vickie Swam, Director of University Compliance. Records Management is one of the functions supported by the University Compliance Office.
Presented by Vickie Swam, Director of University Compliance. Records Management is one of the functions supported by the University Compliance Office. 1 Texas Government Code (TAC), Section 441 requires
Information Management: A common approach
Information Management: A common approach July 2013 Document Control Document history Date Version No. Description Author July 2013 1.0 Final Department of Finance and Services October 2013 1.1 Updated
RECORDS AND INFORMATION MANAGEMENT AND RETENTION
RECORDS AND INFORMATION MANAGEMENT AND RETENTION Policy The Health Science Center recognizes the need for orderly management and retrieval of all official records and a documented records retention and
Information Management
G i Information Management Information Management Planning March 2005 Produced by Information Management Branch Open Government Service Alberta 3 rd Floor, Commerce Place 10155 102 Street Edmonton, Alberta,
Polices and Procedures
The University of British Columbia Land and Building Services Polices and Procedures Prepared by: Robson Agnew Approved by: Geoff Atkins Records and Information Management I-A-29 Issue Date: Aug. 20, 2007
Records Management and SharePoint 2013
Records Management and SharePoint 2013 SHAREPOINT MANAGEMENT, ARCHITECTURE AND DESIGN Bob Mixon Senior SharePoint Architect, Information Architect, Project Manager Copyright Protected by 2013, 2014. Bob
Electronic Records Management Guidelines
Electronic Records Management Guidelines I. Objectives The employees of the Fort Bend Independent School District (the District ) routinely create, use, and manage information electronically in their daily
RecordPoint Overview
RecordPoint Overview About RecordPoint Experts in Information Management on Microsoft Microsoft Gold Certified in 8 competencies Developing SharePoint Records Management software and solutions since 2003
Compliance: Records Management and the Law
Compliance: Records Management and the Law Upland Inland Empire Chapter ARMA International 2008 Annual Seminar Riverside, California Barbara E. Nye, CRM Ictus Consulting, LLC March 27, 2008 (c) Ictus Consulting,
WHEATON COLLEGE E-MAIL RETENTION POLICY May 16, 2013
WHEATON COLLEGE E-MAIL RETENTION POLICY May 16, 2013 I. PURPOSE Electronic mail (e-mail) has become a ubiquitous service that greatly enhances communication, both internally within the Wheaton community
Cloud Service Contracts: An Issue of Trust
Cloud Service Contracts: An Issue of Trust Marie Demoulin Assistant Professor Université de Montréal École de Bibliothéconomie et des Sciences de l Information (EBSI) itrust 2d International Symposium,
One of the first steps in managing information in today s
ractice brief Practice Guidelines for Managing Health Information Appendix A ECRM Concepts, Terms, and Definitions One of the first steps in managing information in today s challenging environment is to
Using Enterprise Content Management Principles to Manage Research Assets. Kelly Mannix, Manager Deloitte Consulting Perth, WA.
Using Enterprise Content Management Principles to Manage Research Assets Kelly Mannix, Manager Deloitte Consulting Perth, WA November 2010 Agenda Introduction Defining ECM Understanding the Challenges
Fundamentals of Information Governance:
Fundamentals of Information Governance: More than just records management PETER KURILECZ CRM CA IGP Hard as I try, I simply cannot make myself understand how Information Governance isn t just a different
Records Management Policy
Records Management Policy Document Number SOP2006-073 File No. 07/7 Date issued 1 September 2006 Author Branch Records and Mail Services Unit Branch contact 9320.7722 Division Finance & Data Services Summary
PARLIAMENTARY AND HEALTH SERVICE OMBUDSMAN. Records Management Policy. Version 4.0. Page 1 of 11 Policy PHSO Records Management Policy v4.
PARLIAMENTARY AND HEALTH SERVICE OMBUDSMAN Records Management Policy Version 4.0 Page 1 of 11 Document Control Title: Original Author(s): Owner: Reviewed by: Quality Assured by: File Location: Approval
RECORDS MANAGEMENT IN THE UNITED NATIONS
RECORDS MANAGEMENT IN THE UNITED NATIONS A Shared Responsibility arms@un.org Agenda Why Records Management? Records vs. documents Roles and Responsibilities Records Life Cycle Records Disposition Information
Discovery Technology Group
Discovery Technology Group E-mail Retention: Readiness Survey E-mail now represents the largest source of new documents and records generated within a company, and the most troublesome from a retention
Applicability: All Employees Effective Date: December 6, 2005; revised January 27, 2009 Source(s):
Title: Category: Administration Information Management Policy No.: B5010 Replaces: B5010 Applicability: All Employees Effective Date: December 6, 2005; revised January 27, 2009 Source(s): Approval: (President
Managing Electronic Records. Methods, Best Practices, and Technologies. Wiley CIO
Brochure More information from http://www.researchandmarkets.com/reports/2213100/ Managing Electronic Records. Methods, Best Practices, and Technologies. Wiley CIO Description: The ultimate guide to electronic
Introductory Records and Information Management (RIM)
Introductory Records and Information Management (RIM) Association of Records Managers and Administrators Vancouver Island (ARMA VI) December 4, 2008 Emily Shrimpton, President Your ARMA Facilitators Jon
IG DG ITG Data Gov IT Gov Info Gov Data Governance vs. Information Governance? Data Gov Info Gov Data Governance vs. Information Governance Data Governance vs. Information Governance Data Facts, Measurements
Approved by: Vice President, Human Resources & Corporate Resources and Vice President, Treasury & Compliance Date: October 14, 2009
RECORDS AND INFORMATION Approved by: Vice President, Human Resources & Corporate Resources and Vice President, Treasury & Compliance Date: October 14, 2009 PURPOSE Penn West recognizes that responsible
Implementing an Electronic Document and Records Management System. Key Considerations
Implementing an Electronic Document and Records Management System Key Considerations Commonwealth of Australia 2011 This work is copyright. Apart from any use as permitted under the Copyright Act 1968,
INFORMATION ACCESS OPERATIONS LIST OF CORE SERVICES TO MINISTRY CLIENTS
INFORMATION ACCESS OPERATIONS LIST OF CORE SERVICES TO MINISTRY CLIENTS NOTE: Reflects core services derived from Target IAO Business Operations Design, May 2009 FREEDOM OF INFORMATION BUSINESS PROCESS
Document Management and Records Management in SharePoint 2013. Scott Jamison
Document Management and Records Management in SharePoint 2013 Scott Jamison Chief Architect & CEO Digital Asset Management Document Imaging Workflow Document Management Records Management
Digital Records Preservation Procedure No.: 6701 PR2
Digital Records Preservation Procedure No.: 6701 PR2 Policy Reference: Category: Department Responsible: Current Approved Date: 6700 Records Management Information Management Records Management and Privacy
Management of Official Records in a Business System
GPO Box 2343 ADELAIDE SA 5001 Tel (08) 8204 8773 Fax (08) 8204 8777 DX:467 srsarecordsmanagement@sa.gov.au www.archives.sa.gov.au Management of Official Records in a Business System October 2011 Version
Managing Email Records Strategies That Work
Autonomy an HP Company Managing Email Records Strategies That Work Bill Manago, CRM VP, Information Governance Solutions Copyright 2012 Autonomy Inc., an HP Company. All rights reserved. Other trademarks
IT Forum 2-11-2013 UW-Madison Records Management Program. UW Archives and Records Management
IT Forum 2-11-2013 UW-Madison Records Management Program Records facilitate and sustaining day-to-day university operations. Records support organizational activities such as student admissions, research
Rainy River District School Board SECTION 2
Rainy River District School Board SECTION 2 Organization & Administration RECORDS INFORMATION MANAGEMENT PROCEDURE PURPOSE 2.81 Records Information Management (RIM) is the systematic management of all
Records and Information Management
Records and Information Management Elizabeth Adkins Dir., Information Governance Grant Thornton LLP Raquel Tamez Chief Legal Officer SourceAmerica Patrick Oot Partner Shook, Hardy & Bacon, LLP Records
4.10 Information Management Policy
Policy Statement Information is a strategic business resource that the must manage as a public trust on behalf of Nova Scotians. Effective information management makes program and service delivery more
FROM PAPER TO ELECTRONIC RECORDS MANAGEMENT MANAGING THE TRANSITION
FROM PAPER TO ELECTRONIC RECORDS MANAGEMENT MANAGING THE TRANSITION Library Technology Conference 2011 Macalester College St. Paul, Minnesota Presenter: Barbara E. Nye, CRM - Ictus Consulting, LLC Managing
Fundamentals of Electronic Records Management (ERM) Systems. Electronic Document Primer. Agenda. The Three Orders of Information
Agenda Fundamentals of Electronic Records Management (ERM) Systems Bruce Schinkelwitz, MAS CRM Session E-4 Whining about Records Conference Kelowna, BC October 14, 2010 10:30 12:00 PM Primer on electronic
Information Management Strategic Plan - Methodology
OVERVIEW: According to ISO 15489-1 and -2 Information and Documentation Records Management, Part 1 (General) and Part 2 (Guidelines), in order to design and implement sustainable record systems, a design
Table of Contents. Chapter No. 1. Introduction 1. 2. Objective 1. 3. E-mail Use Compliance 1. 4. Definitions 2. 5. Roles and Responsibilities 2
Table of Contents Chapter Subject Page No. 1. Introduction 1 2. Objective 1 3. E-mail Use Compliance 1 4. Definitions 2 5. Roles and Responsibilities 2 6. Creation and Use of E-mails 3 7. Managing E-mails
EFFECTIVE DATE: JULY 1, 2010
Town of Florence POLICY TITLE: EMAIL RETENTION POLICY RESPONSIBLE DEPARTMENT: Town Clerk Office APPROVAL: EFFECTIVE DATE: JULY 1, 2010 AP / RESOLUTION NO.: 2010-02 REFERENCES: TOWN MANAGER SIGNATURE: TOWN
LONDON PUBLIC LIBRARY POLICY
PURPOSE The purpose of this policy is to: Ensure accessibility to accurate, authentic and reliable London Public Library Records in all formats, including electronic, to meet legislated requirements, support
How To Manage Cloud Data Safely
Information Governance In The Cloud Galina Datskovsky, Ph. D., CRM President of ARMA International SVP Information Governance Solutions Topics Cloud Characteristics And Risks Information Management In
Records Disposal Schedule Anti-Discrimination Services Northern Territory Anti-Discrimination Commission
Records disposal schedule Records Disposal Schedule Anti-Discrimination Services Northern Territory Anti-Discrimination Commission Disposal Schedule No. 2015/12 August 2015 NT Archives Service For information
Information Management Policy CCG Policy Reference: IG 2 v4.1
Information Management Policy CCG Policy Reference: IG 2 v4.1 Document Title: Policy Information Management Document Status: Final Page 1 of 15 Issue date: Nov-2015 Review date: Nov-2016 Document control
Arizona State Library, Archives and Public Records
Arizona State Library, Archives and Public Records RECORDS MANAGEMENT DIVISION 1919 West Jefferson Phoenix, Arizona 85009 (602) 542-3741 Managing Public Records Sent and Received Via Electronic Mail These
RECORDS MANAGEMENT MANUAL
RECORDS MANAGEMENT MANUAL Date: September, 2007 Authored By: University Archives Contents 1. Records Management at UBC 3 A) Purpose of The Records Manual 3 B) Benefits of Records Management 3 C) Some Records
Taking a Proactive Approach to Crisis Management while Maintaining Business Continuity in a Tiered Environment
Taking a Proactive Approach to Crisis Management while Maintaining Business Continuity in a Tiered Environment John Linse Director of Business Continuity Services, EMC 1 Setting the Stage Taking a Proactive
How To Manage Records In A Cloud
Retention & Disposition of Records Residing in a Public Cloud: A Risk Management Approach Patricia C. Franks, PhD, IGP, CA, CRM International Symposium October 17, 2014 to mitigate risk Not all information
PRESENTATION TOPICS 2/27/2014. Why Update Policies? 21st Century Best Practices for Information Governance & Policies. Why update policies??
21st Century Best Practices for Information Governance & Policies Presented by: John Isaza, CEO- Information Governance Solutions, LLC Partner - Rimon PC ARMA NOVA Chapter Friday, February 28, 2014 12:30
Records and Information Management. General Manager Corporate Services
Title: Records and Information Management Policy No: 057 Adopted By: Chief Officers Group Next Review Date: 08/06/2014 Responsibility: General Manager Corporate Services Document Number: 2120044 Version
How To Preserve Email Records In Mississippi
EMAIL MANAGEMENT GUIDELINES FOR COUNTIES AND MUNICIPALITIES 1. Purpose The purpose of these guidelines is to ensure that the electronic mail records of county and municipal government officials and employees
Disposal Authorisation for Information and Technology Management Records. Administrative Schedule No. 4
Disposal Authorisation for Information and Technology Management Records Administrative Schedule No. 4 July 2014 AUTHORISATION FOR THE COMMENCEMENT OF THIS SCHEDULE Issued under the National Archive and
The State Records Act and Electronic Records. Kris Stenson Electronic Records Archivist Illinois State Archives
The State Records Act and Electronic Records Kris Stenson Electronic Records Archivist Illinois State Archives Outline The State Records Act & Records Management Introduction to E-records Dealing with
Enterprise Content Management - ECM Program for New Mexico State Government
Enterprise Content Management - ECM Program for New Mexico State Government a.k.a. ELECTRONIC DOCUMENT MANAGEMENT SYSTEM (EDMS) ELECTRONIC RECORDS MANAGEMENT SYSTEM (ERMS) Informational Presentation to
Guidelines for Managing E-Mail in Kentucky Government 1
Guidelines for Managing E-Mail in Kentucky Government 1 I. Introduction Electronic Mail (e-mail) is an important communication tool for conducting government business in the Commonwealth of Kentucky. Increasingly,
BOARD POLICY POLICY TITLE. Records and Information Management 1.0 PURPOSE
BOARD POLICY Policy Section FOI/RECORDS MANAGEMENT Administrative Procedure Number AP-FOI -305 Policy Number 305 Page 1 of 6 POLICY TITLE Records and Information Management 1.0 PURPOSE The Peterborough
Microsoft SharePoint and Records Management Compliance
Microsoft SharePoint and Records Management Compliance White Paper Revision: 2 Date created: 20 February 2015 Principal author: Nigel Carruthers-Taylor, Principal, icognition Reference: 15/678 Summary
Tactics v. Strategy: From Records & Information Management to Information Governance
Tactics v. Strategy: From Records & Information Management to Information Governance David M. Fleming, CRM, CIP ARMA Silicon Valley Chapter Meeting March 14, 2013 Discussion Points About Zions Bancorporation
The Next Frontier. for Records Managers. Retention and Disposition of Structured Data:
Retention and Disposition of Structured Data: The Next Frontier for Records Managers Establishing a relationship with IT managers and learning about the basics of system technology will help the records
Information Management Advice 18 - Managing records in business systems: Overview
Information Management Advice 18 - Managing records in business systems: Overview Introduction The purpose of this Advice is to assist agencies to identify and manage State records in business systems,
9. GOVERNANCE. Policy 9.8 RECORDS MANAGEMENT POLICY. Version 4
9. GOVERNANCE Policy 9.8 RECORDS MANAGEMENT POLICY Version 4 9. GOVERNANCE 9.8 RECORDS MANAGEMENT POLICY OBJECTIVES: To establish the framework for, and accountabilities of, Lithgow City Council s Records
ENTERPRISE DOCUMENTS & RECORD MANAGEMENT
ENTERPRISE DOCUMENTS & RECORD MANAGEMENT DOCWAY PLATFORM ENTERPRISE DOCUMENTS & RECORD MANAGEMENT 1 DAL SITO WEB OLD XML DOCWAY DETAIL DOCWAY Platform, based on ExtraWay Technology Native XML Database,
Information Management Advice 50 Developing a Records Management policy
Information Management Advice 50 Developing a Records Management policy Introduction This advice explains how to develop and implement a Records Management policy. Policy is central to the development