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Date: | Wed, 7 Nov 2007 16:33:43 -0500 |
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Sandra--
I find interviewing key record users for each function critical to finding
out what they do and what records they create / manage / use to monitor
their transactions. I also probe how they keep their records and where --
paper, electronic, virtual / physical locations. From learning where the
records are stored, I then conduct the surveys. I'll usually circle back
to my interviewees to confirm my findings and to inquire about gaps or
irregularities that I may have found.
Stephen Cohen
Records Manager
MetLife \ Legal Affairs
27-01 Queens Plaza North
Long Island City NY 11101
212-578-2373
Can someone provide some advice on the
best way to perform a records assessment? I've downloaded and read the
DIRKS Manual, MoREQ, etc. but would just like some first-hand, practical
advice.
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