This document is included in Project Management Pack which is only available as part of the Proposal Kit Professional bundle. Order and download for $199.
Sample Project Management Worksheet Records Management Pre-Inventory SurveyView Document Sample
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
Business proposal example The myriad tools

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
The actual document is delivered in the retail products as an editable template.
Produced by:
Proposal Kit
Category:
Software > Computer Software > Business & Productivity Software
Price:
$199 USD
 
 
Proposal Kit reviews4.9 stars, based on over 700 reviews
Category: Records Management Toolkit
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.
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 Management Pre-Inventory Survey
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 Management Pre-Inventory Survey document

Records Pre Inventory Survey The following are interviews conducted with key individuals who support the organizations records. Date prepared. CurrentDate 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. * Attach organizational chart. * 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 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 departmental records retention schedule. * Does the department have 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.
Proposal Kit on BBB
Proposal Kit
Proposal Kit on FaceBook
Create winning business proposals & contracts with minimal effort and cost. Downloadable proposal software, proposal templates, legal contracts and sample proposals.
© 1997 - 2018, Proposal Kit, Inc. All rights reserved.
Proposal Kit

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