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How to write your own Records Management Topic Template

This editable document is included in Proposal Kit Professional. Order and download for $199. Follow these steps to get started.


Use the Records Management Topic Template as a stand-alone Records Management topic that can be incorporated into other business documents. A version of this template is already included in the Records Management Program and Analysis Document. This stand-alone template can also be found in the Proposal Pack template library.
Document Length: 1 Page
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1. Get Proposal Kit Professional that includes this business document.

This Records Management Topic Template 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.

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How do you write a Records Management Topic Template document?

Records Management

Company Name's primary focus is on functional areas within the organization that generate high volumes of content and meet the goals of the Records Management Program. An up-to-date inventory of the organization's documents and records is recommended to define the as-is state and identify departments or business units that have gaps in standards and procedures for Records Management. As part of the formal program assessment, a review of all content in the context of the Records Management Program will help Company Name develop policies and procedures for the new program.

The policies and procedures should be authorized and adopted though change management and distributed with training. The goal of the Records Management Program is to develop a concise policy that clearly defines the record type, appropriate retention period, and the source of the retention requirement (whether business, statutory, or regulatory). See the File Plan and Taxonomy templates for additional Records Management Program details to include.

Content Sources

Network File Share

File Cabinets

Line of Business Application

Policy and Procedure List

Electronic Records and Email Policy. Business Computer Equipment Policy. File System and Temporary File Shares Policy.

File Naming and Versioning Procedure. Accounting Policy and Procedure. Logo Use and Guidelines Policy and Procedure. Secure FTP Server Policy and Procedure.

Expense Accounts, Diaries, Log Books, and Other Records. For the purposes of the Records Management Program, Company Name will perform a records inventory and catalog all content to create a file plan and retention schedule for the development and maintenance of the Records Management Program. The ongoing roles and responsibilities for Records Management and the adherence to records policies and compliance will need to be monitored for the long term success of the storage of physical and electronic records.

Evidence shows that Company Name is not following existing Records Management policies and documents should be consolidated and organized.

A Document from Proposal Kit Professional

The editable Records Management Topic Template document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
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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.