Thank you, Stephen.  That sounds logical.

-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On
Behalf Of Stephen Cohen
Sent: Wednesday, November 07, 2007 4:34 PM
To: [log in to unmask]
Subject: Re: Records Assessment Question

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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