Project Management Pack Records Survey and Inventory Analysis
Records Survey and Inventory Analysis
View Document Sample Usage:
The purpose of the records inventory is to develop and maintain an Information Management Policy for the Records Management Program. The survey and inventory will determine records and non-records, location of the corporate records, and help in categorizing and managing the records life cycle. The analysis is based on information gathered from the questionnaire and pre-inventory survey.
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Category: Records Management Toolkit
Usage:
The purpose of the records inventory is to develop and maintain an Information Management Policy for the Records Management Program. The survey and inventory will determine records and non-records, location of the corporate records, and help in categorizing and managing the records life cycle. The analysis is based on information gathered from the questionnaire and pre-inventory survey.
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:- Records Inventory Worksheet Questionnaire for Business Units
- Records Management Pre-Inventory Survey
- Business Case for Records Management
- Records Management Program Analysis Document
- Records Management Policies and Procedures
- Physical Content Management Box Label
- Records Access Security Plan
- Records Management Metadata Model
- Records Management File Plan Template
- Records Management Expanded File Plan Template
- Sample Records Survey and Inventory Analysis
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.
How to write my Records Survey and Inventory Analysis document
Records Survey and Inventory Analysis The purpose of the records inventory is to develop and maintain an Information Management Policy for the Records Management Program. The survey and inventory will determine records and non records location of the corporate records and help in categorizing and managing the records life cycle. 1. Goals. Define the inventorys goals. Goals may include. defining in place records management creating applications in content management software consolidating records stores migrating preparing for conversion to other media or identifying particular records management problems. 2. Scope. Define the scope of the survey and inventory. Is the inventory for department or for the enterprise. Should the inventory include all records and other transient materials or just records to be managed to disposition. 3. Business Unit Survey. Define the data to be collected and the type of inventory. How you will collect data and who will be used as resource. Is it physical inventory with interviews or just questionnaire. Include summary of stakeholders and business units surveyed. 4. Location. Use the Records Management Inventory Form and Survey Questions to learn where the organizations files are located both physically and organizationally. 5. Analysis. Verify and analyze the results of the survey and inventory. * Volume summary * Forecast storage estimates
* Assessment of records management governance * Security and access requirements * Document sets content types and metadata * Identify vital records and management * Auditing
* Objectives for the records management program
A Document from Proposal Kit Professional
The editable Records Survey and Inventory Analysis document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
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