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Records Management For Dummies by Blake Richardson, CRM

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Chapter 13

Codifying the Policies

In This Chapter

arrow Developing a policy

arrow Distributing the policy

arrow Auditing for compliance

An effective Records and Information Management policy is essential to the success of your program. Policies provide the operational framework that employees need to make proper decisions. Therefore, it’s important to develop a Records and Information Management policy that not only encompasses key aspects of the program but also provides employees with the guidance they need to manage the life cycle of organizational content. In this chapter, you find out what a policy can do for you, what makes it effective, and how to increase policy compliance.

Developing a Records and Information Management Policy

If you’ve been tasked to help develop your company’s policy — congratulations, you have a great opportunity to shape how your organization will manage its records and information. As you prepare for the process, it’s a good idea to understand what makes a policy effective; the better the policy, the better the compliance. The following sections guide you through the objective of a policy, the basics needed for a good policy, and what not to include in your policy. ...

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