O'Reilly logo

Records Management For Dummies by Blake Richardson, CRM

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Appendix

Sample Forms and Vendor Listings

In This Appendix

arrow Sample forms

arrow List of software vendors

No offense intended to the feline lovers out there, but there’s usually more than one way to skin a cat — Records and Information management is no exception. Although the objective is creating an effective and compliant Records and Information Management program, how you choose to achieve the goal can vary. In this appendix, you find different form templates that give you options for documenting a Records and Information inventory and appraisal, as well as different retention schedule formats.

If you think that software may be appropriate for your business, the appendix provides a listing of Records, Document, and Enterprise Content Management applications for organizations of all sizes, as well as vendor contact information.

Sample Forms

In the following sections, you find different form options for conducting and documenting Records and Information inventories, appraisals, and format options for your retention schedule. (See Figures AA-1 through AA-10.) This includes templates for full-blown Records and Information inventories, as well as forms that you can use for an interview or questionnaire approach.

Inventory and appraisal forms

Figure AA-1: A Records Inventory worksheet. ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required