In This Chapter
Preparing for the records and information appraisal process
Settling on an appraisal method
Seeing an appraisal through
Documenting what happened when
Processing the appraisal
The process of determining the value of records and information is known as the appraisal. The appraisal involves identifying, documenting, and evaluating the legal, fiscal, historical, and operational significance of company records and information for disposition purposes. The appraisal provides details such as name, description, media format, whether the records and information are vital, and how they’re used.
The objective of the appraisal is to provide a mechanism for companies to identify the records and information they possess to know how long to keep them as well as how to manage them during their life cycle. The absence of an appraisal creates an ad hoc and decentralized environment in which employees, out of necessity, make individual or departmental decisions ...