As depicted in the image there are six (6) foundational elements: to an effective records management program that are enveloped in an articulated set of Policies and Procedures that are reviewed and updated on a regular basis. The Records Management policy establishes a framework for the implementation of the University's records management programme and ensures that full and accurate records of the University's activities are created, captured, maintained, made accessible, stored and legally disposed of in accordance with legislative requirements. 1. system used to control an organization's records from the creation of the record until the record is archived or destroyed Records management can be a chore, especially for agencies with billions of active records. A policies and procedures manual encourages consistency in how one handles their records. Document Development 7 6. Every organisation has recordkeeping responsibilities. Records management includes the functions of document management described above, plus: … GBS’s Executive Board is responsible for ensuring that systems are in place to meet all of Describe what the policy covers and what is considered a record. The records management program is intended to maintain, protect, retain and dispose of records in accordance with operational n… Setting and communicating goals and objectives is an essential element of a records management policy, and plays a key role in defining how the other elements interrelate. This portion of the document overlaps somewhat with the purpose and therefore is often rolled into one section. Questions one needs to address include: At some point in a records life it may be converted to a digital image, to microfilm, or both to enhance access, reduce physical storage, or to provide disaster recovery and preservation tools. 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General "what to do" procedures for a variety of scenarios including but not limited to fire damage, water damage, loss of access to facility, and total loss of facility. The objectives should be aligned with the agency's business outcomes. What are your procedures for transferring records of enduring historical value to the archives? GBS Records Management policy forms part of GBS’s Information Security Framework. This includes identifying, classifying, storing, securing, retrieving, tracking and destroying or permanently preserving records. Records Inventory & Classification: The start of any good records management program, whether one is going to develop their own records retention schedule or as the case here at OSU where one is applying existing retention schedules, one has to know what records they have and are responsible for. If the records are maintained in the light of the principle of purpose, there may be many records which have no purpose and should not be preserved at all. 2. Roles and responsibilities 11. 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An organizations needs to ask themselves:“What records are absolutely crucial to our business operation that will need to be recreated from backup copies if the originals are lost or inaccessible in a disaster?” Typically these are shorter term records that have legal and fiscal implications and amount to approximately 1% to 7% of an organization’s records. Policy on Records Management Status: Approved Date: 2011-09-21 File Reference: 4 • Efficiency and economy are ensured by eliminating unnecessary duplication of records. Retention Scheduling: All records have a lifecycle. enhances efficiencies of the business process and workflow, reduces the amount of physical space one needs to store records, easier to replicate for disaster recovery purposes, a chain of command with contact information, a listing of emergency management officials with contact information, a listing of vendors (supplies, computer equipment, records storage, etc.). Every organisation needs to stay ahead of both the regulatory and technology curve to keep records management as efficient as possible. Across all sectors in Australia, businesses are legally required to maintain certain records for a minimum length of time – for example tax, employment and financial records. Duties 4 4. Promotion of Access to Information Policy. Conversely, if the policy’s goals are not well thought out, are vague, or seem irrelevant, it could undermine confidence in the program. 3.2 Other policies that are closely related to the Records Management Policy are the Information Security Policy. 3. It also indicates retention in active and inactive storage areas. Structured vs. Unstructured Data – What’s the Difference? How these terms apply to web sites and web records is discussed more fully in section 1.1. Reliable: routinely capture records within the scope of the business activity it supports; routinely create process metadata ; provide adequate information about the records within them; have controls that will ensure accuracy and quality of records … Provides guidance and oversight in the development of an effective … Detail any specific rules and regulations your organization is meeting by implementing this policy and any additional considerations. RM provides a framework to gain control over piles of paperwork and locate documents, and ensures that needed information is easily accessible and readily available. In summary, a policy provides the foundation for effective recordkeeping within an organisation and demonstrates to employees and stakeholders its importance. The standards by which you measure record management efficacy should be based on … 1 of 1999) Promotion of Access to Information Policy. We recognise that effective management of our records is essential. the Internet Usage Policy. Where and how do you store your inactive records? Scope and intended audience Download Manuals Records Management Policies PREAMBLE The Diocese of Charleston, hereafter referred to as the “diocese,” acknowledges Canons 482 and 486, assigning the chancellor as the custodian of diocesan records and noting the need for proper records management and care. You cannot break up a record series into individual records and give each record a different retention period. Should You Manage Your Social Media Content as Records? It is the general policy of the diocese to identify, properly records management policy, either as a separate policy or as part of a wider information or knowledge management policy'. the Internet Usage Policy. Records Management Policy Florida Gulf Coast University Page 2 of 5 Policy #3.032 Records Management Policy Approved: 07/14/11 GC51390_2 material regardless of physical form, characteristics, or means of transmission, made or received pursuant to law or ordinance or in connection with the transaction of official business of any agency. A compliant records management program is necessary for organizations to proactively and pro-gressively manage all data, media and information. Outline who has authorised the policy to lend credibility to it – executive sponsorship is key to any program’s success. “Records” are defined as follows: ISO 15489. Based on this study the essential characteristics of records were identified as context, form, organization, structure and version/copy. A policies and procedures manual encourages consistency in how one handles their records. A well-executed policy will help to communicate responsibilities and expectations and foster a culture that recognises the value of recordkeeping practices. Microsoft 365 Records Management Whitepaper, [Webinar] Managing Teams, SharePoint & OneDrive Content Using Content Manager, 5 Must-Know Records Management Features in Microsoft 365, Re-imagining Information Architecture for the Modern Workplace. 3. A strategic and knowledge information management professional, Michelle has vast experience in design, implementing and delivering bespoke SharePoint and RecordPoint solutions, for clients in both the private and public sectors. cold site - one which is essentially just a facility where one not only has to bring in their back-up, but also all the computing equipment, software, furniture, fixtures, etc. The Harris County, Texas (the County) Records Management Plan (Policy) is adopted in ... characteristics and regardless of whether public access is open or restricted under the ... Records Management Program including storage of inactive records, records preservation, records disposition, and emergency response and planning. Reliability, authenticity, integrity, and usability are the characteristics used to describe trustworthy records from a records management perspective. Introduction 2. On the other hand, if a policy is too stringent or intimidatingly long, staff may find it difficult to understand what their responsibilities are and how to execute them in the course of business. Definition or records 4. State who it applies to, and the responsibilities those parties have in order to uphold the policy and records management program. Scope 4 3. GDPR Australia: What you need to know in under 6 minutes. What Does Records Management Look like in the Future? Justification: The purpose for which records are maintained should be justifiable.There is no need of keeping all information on the ground that they may be useful in future. The main elements that should be … The correct management of information and records as defined by these procedures and related policy. The policy should outline clearly how it relates to other organisational policies (see also section 3, step 6 below). a list of supplies needed to help mitigate loss, including but not limited to: identification of an alternative operational site that is either a: hot site - one which has all necessary computing equipment and software in place, where one can bring their back-up, load it, and put themselves "back in business". A records management policy does not exist in a vacuum but is part of the organisation’s overall policy framework. 1. Managing Records Retained On-site 8 8. Should every business interaction be recorded, in all formats; physical, electronic and social media? POLICY STATEMENT The purpose of this Policy is to establish a rRecords mManagement program for Florida Gulf Coast the University that is maintained on a continuing basis and administered by the designated University Records Management Liaison Officer (RMLO). A DPRP should include a listing of vital records and should part of an organization's larger business continuity planning process. Records management is an important part of an organisation’s information management strategy. 4.3 Administration Officer 1. Introduction 4 2. Infographic: How Much Data Is Generated on the Internet Each Day? 1. records. • A retention and disposal programme ensures that SAQA maintains only those records it … Almost every policy we explored had a section dedicated to definitions, a few excellent examples include; Specifically defining policy requirements and procedures can make or break a records management policy. destruction via disposal in trash or recycling, shredding, macerating, incinerating, pulping, and deleting or other electronic obliteration; Transfer to an archives for permanent preservation. Formalization at different levels is needed for computerized management of records. It: demonstrates to … policy is intended to ensure that DFAT undertakes best practice records management processes during the policy's period of application, specifically as the department continues the transition from paper-based processes and recordkeeping to a Knowledge of what characteristics a record has is one way to make it possible to formalize records. Eurobodalla Shire Council’s policy is quite thorough, including the records management system in use, creation, capture, identification, locations, registration, control, classification, security, use, access, storage, disposition and disaster recover for digital and physical records How are you storing your electronic records? The need to manage records 5. Web content management policy (CC123/2013 dated 25/09/2013) 4. A records management program outlines the when what and where of records maintenance, and specifies processes and procedures for the transfer and disposition. How do you classify your records for ease of retrieval? It is essential to identify and understand the characteristics of a record in order to manage and preserve records in computerised systems. A Look at Yammer Functionality, Video: Social Media Archiving and the Evolution of Customer Service, 9 Electronic Records Management Best Practices, 5 Truths About User Adoption and Consumption of Cloud Technologies from a Microsoft MVP, Data vs Information: What’s the Difference? 1 Purpose and scope of the records management policy A records management policy is a cornerstone of effective management of records in an organisation. Disposition: Disposition is the final administrative action taken by an organization with regard to a records; these actions typically fall into two categories: When one regularly deals with the disposition of their records, they "lighten the load" of what they need to retain and manage. 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