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Subject:
From:
"Westlund, Cheryl" <[log in to unmask]>
Reply To:
Records Management Program <[log in to unmask]>
Date:
Mon, 30 Sep 2013 10:27:18 -0400
Content-Type:
text/plain
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Greetings Everyone!

I am getting ready to write a quick reference guide for managing records in
a home office (and vehicles) for our sales and service employees who are
located throughout the U.S.  I am looking for ideas on what to include in
this guide as special considerations when managing records in a home
office.  I would also love to see some search key word options as I have
tried several this morning with not much luck.

Here are my subjects so far:

Privacy - Do they retain protected information?  If so, what?  How should
they ensure protection of this information?
Vital Records - Do they have any vital records?  If so, how are they
protecting these records?
Insurance coverage - Do they need extra/different coverage for a home
office?  Vehicles are owned by company.
Discovery - How is legal discovery handled for records stored in home
offices?  What should the employee know?
Confidential records - What confidential records do they retain and how do
they protect these records?
Protection of records/equipment while in the car - best practices?
Separation of work and personal records - Should they be concerned about
filing these records within the same file cabinet?


Thanks!
Cheryl Westlund, CRM
Roche Diagnostics Records and Information Management Office / Phone:
1-317-521-4734
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