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Records Management For Dummies by Blake Richardson, CRM

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Chapter 2

Appraising

In This Chapter

arrow Preparing for the records and information appraisal process

arrow Settling on an appraisal method

arrow Seeing an appraisal through

arrow Documenting what happened when

arrow 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 ...

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