Hi Elizabeth: Another tool exists that's pretty close to what you're looking for: ORM from Fontis International: https://www.fontisinternational.com/ ;
https://www.fontisinternational.com/products/orm. My company uses this tool, plus other Fontis products, and I'll be happy to talk to you about them, if you want to contact me off list.
--Lee
Lee R. Nemchek, MLS, CRM
Vice President, Records Management
Oaktree Capital Management, L.P.
333 South Grand Avenue, 28th Floor
Los Angeles, CA 90071
p +1 213 830-6252 f +1 213 830-8504
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www.oaktreecapital.com
-----Original Message-----
From: Elizabeth W. Adkins, CRM, CA
Sent: Tuesday, April 10, 2012 11:47 AM
Subject: Linking Retention Schedule w/ Local Inventories & RIM Coordinators
One idea is to launch a database tool that would be available to all RIM
Coordinators, as well as to RIM staff. The tool (separate from any traditional
ECM product) would contain the master copy of the Records Retention
Schedule, and would enable individuals to create high-level inventories of their
content, mapped to the Records Retention Schedule. The inventories would
include high-level lists of the kinds of content held by a given department or
business unit, references to where the content is housed (e.g., "local file
share," "ECM system," or "database managed by business partner") and a
mapping to the records series that apply to the local content.
The idea is to create a point of reference for those who work in each RIM
Coordinator's work group to the type of content they work with most
frequently, regardless of where it is stored, reflecting the retention
requirements associated with that content. In effect, these inventories would
become localized versions of the Records Retention Schedule.
We'd like each inventory to link to the master Records Retention Schedule, so
that changes to the Records Retention Schedule are cascaded to the
inventories.
We'd also like to use the tool to manage our RIM Coordinator appointments,
and link each RIM Coordinator to his or her respective inventory.
List archives at http://lists.ufl.edu/archives/recmgmt-l.html
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