Hi there from Europe There is a later version of Moreq @ www.moreq2010.eu Regards Alison North RIM Consultant London UK 447785 397101 -----Original Message----- From: alex campbell <[log in to unmask]> Sender: Records Management Program <[log in to unmask]> Date: Tue, 25 Oct 2011 18:12:55 To: <[log in to unmask]> Reply-To: Records Management Program <[log in to unmask]> Subject: Re: Guidelines for Managing eRecords Hi Jimmie, We are in the midst of the very same process. Europe has developed a fantastic guideline for electronic filing (now if they can only fix they're financial house) standards with Moreq2. I have attached the file for your review. Hope this helps! Best, Alexander Campbell, M.S. Records Analyst Dewey & LeBoeuf LLP (212) 259-7954 On Tue, Oct 25, 2011 at 5:24 PM, Savage, Jimmie < [log in to unmask]> wrote: > Hi: > > It' been a while since I've posted so I'll give a brief introduction. I'm > the Records Management Officer for the Teacher Retirement System of Texas. > We are the retirement system for everyone employed in public education in > Texas. We cover approximately 1M people actively employed in education plus > approximately 300k retirees. In addition to being the Records Management > Officer I oversee a team the that handles production scanning & indexing of > documents into TRS' document imaging system and another team that handles > demographic transactions on member accounts. I've been working in records > management since the late 1970s and a CRM since the early 1980s. > > We are currently in the process of developing guidelines to assist > departments in managing electronic records (email, network file shares, > etc.) according to our record retention schedule. We would appreciate it if > you could share any examples of similar materials you have used in your > organization. In particular we would be interested in anything relating to > file plans or standardized folder structures; mapping file structures to > your retention schedule; transferring file shares or email accounts to > successor employees; or records/information stored in IT applications, data > systems or repositories. Pointers to references you have found useful in > developing these kinds of materials would also be appreciated. > > We have a records management policy in place. So that part of the problem > has been covered. We're looking for process, procedure, and guidance > information that have been used to help improve compliance with the policy. > > If you'd like to reply off list you can send them to me or our Records > Retention Analyst, Mark Browning ([log in to unmask]<mailto: > [log in to unmask]>). Thanks in advance for your assistance. > > Jim > > Jimmie E. Savage, CRM > Manager, Member Data Services > (512)-542-6281 > [log in to unmask]<mailto:[log in to unmask]> > Teacher Retirement System of Texas > > > List archives at http://lists.ufl.edu/archives/recmgmt-l.html > Contact [log in to unmask] for assistance > To unsubscribe from this list, click the below link. If not already > present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the > message. > mailto:[log in to unmask] > List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message. mailto:[log in to unmask] List archives at http://lists.ufl.edu/archives/recmgmt-l.html Contact [log in to unmask] for assistance To unsubscribe from this list, click the below link. If not already present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the message. mailto:[log in to unmask]