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How to write your Records Management Pre-Inventory Survey

We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.


Use the Records Management Pre-Inventory Survey for performing an inventory of records throughout the organization. The survey gathers information about the business units, organizational information and regulatory information.
Document Length: 2 Pages
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1. Get Proposal Kit Professional that includes this business document.

We include this Records Management Pre-Inventory Survey in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Writing the Records Management Pre-Inventory Survey document

Records Pre-Inventory Survey

The following are interviews conducted with key individuals who support the organization's records.

Date prepared: Current Date

Office maintaining the files:

Person conducting the inventory:

Person completing the survey:

Pre-Inventory Survey Questions:

Department Questions:

Function of the Business Unit:

What is the function of the business unit? What programs and activities does this business unit oversee? What business units are responsible for developing policies? Who will be the department liaison for the records inventory?

What are the duties of staff activities?

Organizational Questions:

Where are most documents stored? What policies or individuals are tasked with managing content for this unit? Are policies and procedures current?

Is there a document management system used by the department? Are records secure from loss?

Regulatory Questions:

Are there external agencies that provide guidelines and feedback for regulations related to records? Are there any legislative requirements for creating or maintaining records? Are there guidelines for destroying records? Is the department subject to audits?

Does the department have existing records management policies? Is there a departmental records retention schedule? Does the department have a classification or file plan?

Does the department provide training to employees on record creation? What is the level of understanding for individual responsibilities regarding records management?

A Document from Proposal Kit Professional

The editable Records Management Pre-Inventory Survey document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$199 USD
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The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
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We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Records Management Pre-Inventory Survey, and use them as needed for your project.

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