Use the Records Management Metadata Model as an exhibit attachment to the Records Survey and Inventory Analysis. The metadata model defines attributes of fields used to electronically store records management data.
and forms contained within the Proposal Kit helps me organize and accurately bid jobs for clients. Using the Proposal Kit is a big timesaver and it limits project creep. Necessary upfront planning is covered by the client interview questionnaire, flowcharts and design tools."
Don Kinney
Earth Solutions
Use the Records Management Metadata Model as an exhibit attachment to the Records Survey and Inventory Analysis. The metadata model defines attributes of fields used to electronically store records management data.
Related documents may be used in conjunction with this document depending on your situation. Many related documents are intended for use as part of a project management system.
Related Documents:The Project Management Pack suite of templates compliments the proposal and contract documents by giving you a collection of business documents to be used once you have a project to work on.
A wide variety of documents are included and are intended to be picked based on your needs. All projects are different and have different needs and goals. Pick the collection of documents from our collection and use them as needed for your project. Recommendations and samples provided are only intended as general guidelines.
Records Program Metadata The metadata for the records program may come from multiple sources and the metadata model should be developed with the intent for application development of an electronic content management system. Sources for the metadata may be found on the record inherited external sources and databases or the metadata may be generated automatically when capturing the record for archival purposes. Metadata Model Records Type Metadata Attributes Field Length Characters Data source Drop down List Taxonomy Classification Functional Level i. e. Finance Document Title Number Character Metadata within the record A Document Type Character Manual data entry from drop down list Accounts Payable Accounts Receivable Budget Management
Charitable Contributions Companys Minute Book General Accounting Reports and Tax Records General Banking Records Lists Registers and Logs
Procurement Author Character Metadata generated automatically during capture of the record A Unique ID Number System generated map defined metadata attributes specific business and or technical requirements A Create Date Date System generated A Cutoff Date Date Metadata inherited from the records classification scheme for disposition A Security Group Character Metadata provided by user details according to the users log on Public Secure Super User Administrator
A Document from Proposal Kit Professional
The editable Records Management Metadata Model document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
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