Records Management Feature: Auditing

I hope that the last few posts on various aspects of the “business side” of records management have been of value to everyone. In the next few posts, we’re going to get back to introducing you to the Records Management features of Office SharePoint Server 2007.  In this post, we’re going to examine a critical…

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The Business Side – Make sure the policy is broad, yet specific

Your comprehensive records management policy should be broad but specific – and brief.  More than one to two pages become incomprehensible for most people (and thus won’t be followed). The policy should spell out the expectations in an executable way – employees should know their responsibilities and be able to do what is expected. If…

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The Business Side – Know the Regulations and Know your Organization

Since achieving legal compliance is a primary goal for most records management policies, the first important step in creating a policy, is to know what regulations you’re trying to comply with. Knowing the legal, compliance and auditing frameworks that affect your industry and organization is therefore key. Depending on the scope of your organization, you…

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The Business Side – Overview of RM Policy and Implementation Challenges

Creating a successful Records Management system starts with mapping out your organization’s RM goals, anticipating the challenges that you will face in making that vision a reality within your organization, and developing a policy and implementation that fits these needs. Since planning is key to both the policy development and solution implementation phases, it is…

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