Records management for dummies / by Blake Richardson.

Includes index.

Records Management For Dummies; About the Author; Dedication; Acknowledgments; Table of Contents; Introduction; About This Book; Conventions Used in This Book; Foolish Assumptions; How This Book Is Organized; What You're Not to Read; Icons Used in This Book; Where to Go from Here; Part I: Setting the Stage; Chapter 1: Fundamentally Speaking; The Inside Scoop
Terms and Terminologies; Role Playing; The Records and Information Manager; I'm Excited
Why Aren't You?; Marketing Your Program; Chapter 2: Appraising; Preparing for the Appraisal; Choosing an Appraisal Method. Conducting the AppraisalChapter 3: Scheduling; Keeping Your Options Open; Conducting the Investigation; Looking for Approval; Creating the Retention Schedule Document; Implementing the Retention Schedule; Updating the Retention Schedule; Part II: Filing Made Simple; Chapter 4: I Know It's Here Somewhere; Filing Methods; Evaluating Filing Equipment and Supplies; Selecting a Filing Method; Creating a Digital Filing System; Chapter 5: Drives Can Drive You Crazy; At-Risk Drivers; Cleaning Up Your Driving Record; Maintaining Your Drives; Chapter 6: A Message about E-Mail; The Anatomy of an E-Mail. Filing the MessageUsing Software to Manage E-Mail; Part III: Capturing Records; Chapter 7: Watch Out, I'm Backing Up; Creating a Backup Plan; Managing Backups; Chapter 8: Know When to Hold 'em; Discovering Discovery; Initiating a Legal Hold; Chapter 9: Imaging Documents; From Paper to Paperless; To Image, or Not to Image; Determining Your Imaging Approach; Gathering Requirements; Calculating the Return on Investment (ROI); Evaluating Imaging Hardware and Software; Chapter 10: Software Applications; Examining Software Options; Assessing Your Needs; Evaluating Vendors. Guiding You through ImplementationPart IV: Parking Spaces; Chapter 11: Storage Locations; Storing Inactive Records Onsite; Getting to Know the Record Storage Vendor; Chapter 12: Compliant Destruction; Determining the Appropriate Destruction Method; Deciding on Your Shredding Approach; Selecting the Right Shred Vendor; Developing an Information Destruction Policy; Part V: Creating a Plan; Chapter 13: Codifying the Policies; Developing a Records and Information Management Policy; Making the Policy Available; Auditing the Policy; Chapter 14: Train the Troops; I'm Aware of That! Developing a Training PlanTraining the Masses; Part VI: The Part of Tens; Chapter 15: Ten Simple Management Guidelines; Limiting E-Mail Attachments; Knowing How to Dispose of Information; Structuring Electronic Folders; Naming Files; Managing Active and Inactive Periods; Scheduling Destruction and Deletion; Creating the Proper Filing System; Avoiding the "Keep Everything" Syndrome; Managing Copies; Keeping It Simple; Chapter 16: Ten Emerging Trends; Governing Information; Computing in the Clouds; Big Data; Social Media; Putting Some Structure to It; Let's Collaborate. Generally Accepted Recordkeeping Principles

Here's what you should know to manage data records efficiently With proper electronic data management, your business can lower costs, improve efficiency, eliminate duplication, and be protected in the event of a lawsuit. This book provides an overview of records management solutions and implementation strategies in plain, non-technical English. Step-by-step instructions show you how to begin managing records and information and how to maintain the program once you have it established. Sample forms for inventory, scheduling, and necessary documentation are also available on the companion websit