It's also not uncommon to identify record types that are no longer
generated but still have business value and/or a required retention.

When performing the WPA/BPA you typically identify former organizational
structures which many times lead to allowing you to identify the
purpose/use of records identified during the inventory- in many cases they
were related to a business process that is either no longer performed or
required to be performed, and depending on the age of the organization,
sometimes no one recalls why they were generated.

If your inventory worksheet contains sufficient fields, you can capture
some of these analytical aspects  of the records while performing the
inventory- like location found, volume located, form/format, time frame
covered, originating unit, units copied on distribution, "responsible
organization", etc.

I'm guessing the reason this question was originally asked was you have
NOTHING to begin with? No taxonomy, no classification scheme, no retention
schedule, no file plan, no estimate of volume, nothing??  And/or your
organization just took over/merged with another and THEY had nothing and
you want to figure out how to merge the two sets of information?


Larry
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On Mon, Nov 7, 2011 at 1:31 PM, Chris Flynn <[log in to unmask]> wrote:

> Simone,
>
> Doing a Wprk process analysis prior to th einventory would be like putting
> th ecart before the horse.
> It is critical to get the inventory completed as soon as possible.
> the benefits of a process anaysis is secondary but as you probably suspect
> no less imporatant in the long run.
> If you try to do the analysis without know all the records you have you wil
> end up redoing to many functions.
>
>
> Chris Flynn
>
> On Mon, Nov 7, 2011 at 8:52 AM, Simone Myree <[log in to unmask]> wrote:
>
> > Morning All,
> >
> > Has anyone on the list considered or conducted a work process analysis in
> > lieu of a records inventory? If so, was the result satisfactory?  Did you
> > experience greater buy-in from participants?
> >
> > For those who have considered and decided not to what were the
> determining
> > factors?
> >
> >
> > Simone Myree
> > Records Management Coordinator
> > Association of Washington Cities
> > 1076 Franklin St SE  Olympia, WA 98501-1346
> > (360) 753-4137 (office)
> > (800) 562-8981 (toll free)
> > [log in to unmask]<mailto:[log in to unmask]>
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> >
> >
> > List archives at http://lists.ufl.edu/archives/recmgmt-l.html
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>
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-- 
*Lawrence J. Medina
Danville, CA
RIM Professional since 1972*

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