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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