At my previous job, we used A.K.A. Software to manage retention schedules, classification and disposition authorities. Relatively inexpensive, the database is preconfigured for RM purposes and will export to many formats. It even has a plug-in for TRIM if that is your RM system of choice.
Would recommend this product over building a database from scratch.
Cristina Newman Drego, MAS
(My opinions are solely my own)
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Diane Walker
Sent: Tuesday, May 10, 2011 12:08 PM
To: [log in to unmask]
Subject: Re: Updating Current Record Retention Schedules
A lot of folks use Excel when Access may be the answer. Access or RulesMapper is my tool of choice.
Diane Walker, CRM
On Tue, May 10, 2011 at 11:23 AM, Sowle, Joy <[log in to unmask]> wrote:
> Hello, my name is Joy Sowle, Information Records Management Analyst for NV Energy, Inc., a utility located in Nevada, USA, servicing the electricity needs of 2.4 million customers. We also provide natural gas to more than 150,000 customers in Northern Nevada.
>
> Our Corporate Records Department currently utilizes Excel for creating and updating our Records Retention Schedule for over 130 departments in our Company . Every two years, a review of the Corporate Retention Schedule is done by Outside Counsel. Changes are made by the attorney and returned to us in Excel, where in turn, each Analyst must cut and paste the changes into their appropriate departments' Retention Schedule. This process is extremely time consuming.
>
> I would like to create a database using Microsoft Access, where we could download to and upload from Excel, as this is the program the attorney prefers. Has anyone worked in Access to create their company's records retention schedule? If so, I would like to contact you to discuss.
>
> Thank you.
>
> Joy Sowle
> NV Energy, Inc.
> Analyst, Info Records Mgmt
> Corporate Records
> (775) 834-4197
>
> HAWKEYES Diversity Champion
> "Seeing the Wisdom to Change"
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Diane Walker, CRM
Be Prepared To Be Successful !
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