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Records Management Program <[log in to unmask]>
Date:
Tue, 15 Apr 2008 13:51:13 -0700
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Records Management Program <[log in to unmask]>
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Pilar McAdam <[log in to unmask]>
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Janet Burton asked: 

"At the present time, we do not have records management software.  I
want
to find out, from a records management perspective, what other
corporations are doing (process) with business records in electronic and
paper form once an employee leaves the company for whatever
reason--retirement, voluntary or involuntary termination, etc.  We do
have some actions in place, but no official process has been established
for employees or managers to follow.

.... My issue relates to the management of records
in personal folders, shared or public drives, desktops, or paper
documents that remain in the office when a person leaves the company."

Janet,

I believe that this is a problem area for all organizations and
enterprises, not just corporations, and I'm not aware of any simple
solutions.  The most effective approach I've seen is where the employee
and/or their manager must complete a checklist prior to their departure
(with various penalties associated with bypassing the process).  When
something like this is established, making sure that all necessary
items/functions are included on that checklist, and that the appropriate
steps are taken to take care of the data, becomes the area to manage.
At a previous corporation I worked at, those files stored in an
employee's "My Documents" folder were backed up to enterprise servers;
other C:Drive directories were not.  This was an incentive for employees
to only use their "My Documents" folder for their data.  These backups
were available for 30 days in case of a system crash or mistaken
deletion.  However, when an employee left the company, their computer
was wiped and reimaged.  (Obviously, any files that had been backed up
would remain for the 30-day window after the employee had left.)

These processes didn't ensure that everything was captured/addressed,
but it did get the majority of the general unstructured data and create
an environment in which the issue was emphasized.

Pilar McAdam
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