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Michel:
There are several ways to conduct a records inventory and to develop a retention schedule. Gary's post contained some excellent information. ARMA International has a number of publications on these topics at https://www.arma.org/eweb/DynamicPage.aspx?WebKey=42266D29-1871-4086-BA03-7676A83E4865. To start, I would recommend the ARMA Guideline "Retention Management for Records and Information" http://tinyurl.com/ybq8xnd.
Ginny Jones
(Virginia A. Jones, CRM, FAI)
Records Manager
Information Technology Division
Newport News Dept. of Public Utilities
Newport News, VA
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-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Michel Okemi
Sent: Tuesday, December 15, 2009 9:13 PM
To: [log in to unmask]
Subject: [RM] YOUR INPUTS - INVENTORY & RETENTION SCHEDULE
To All Records Folks,
I would like to have some inputs from all of you if you can regarding records inventory & retention schedule. I have some questions:
Which is the best way for conducting a records inventory within the organization?
How do you organize the details of records collected from the inventory to establish a retention schedule?
Do you use an excel spreadsheet for collecting data?
Which department/business unit will be involved in process of retention schedule?
Is anyone would like to share her/his experiences about it?
Any approach will be very much appreciated.
Thank you very much in advance for your inputs.
Mitckele Okemi
Records Coordinator
Alfawasserman, Inc.
Bloomsbury, New Jersey
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