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How to write your own Records Management Pre-Inventory Survey

This editable document is included in Proposal Kit Professional. Order and download 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.

This Records Management Pre-Inventory Survey is included in an editable format that can be customized for your own 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 own information.

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

Business Asset Casualty or Loss Worksheet

How do you write a 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.
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Proposal Kit
Software › Computer Software › Business & Productivity Software
$199 USD
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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.
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Proposal Kit

Create winning business proposals & contracts with minimal effort and cost. Proposal software, proposal templates, legal contracts and sample proposals.