1. Get Better at File Tracking: A Tool
Why worry about file tracking? After all, if a few files go missing, it isn’t that big a deal, and besides, you find them eventually, right?
Your information is what drives the decisions that determine your business success, so the ability to get people the information they need, when they need it is critical.
We created this resource for organizations that understand this and want to get better at tracking their files. It will help you get a better understanding of your file tracking situation, both in terms of current performance and what can be done to improve it.
We’ll take a look at:
If you’d like to improve your file tracking situation, simply download this helpful tool.
- Your current file process
- The impact of missing information
- Records lifecycles
- Audits and file history
2. TAB's Records Management Blog Launched
When we looked at the responses to our year end survey, one thing came through loud and clear: our readers wanted more information and they wanted it more frequently.
We thought that the time had come had come to launch our own records management blog, and so we did!
We’ll be updating it regularly with timely, helpful information on today’s records management challenges. You can also expect to hear from TAB consultants on what they are seeing on the “front lines” of records management. If you see something that interests you, we encourage you to comment and help us get the conversation going.
You can check out the blog here.
3. TAB Designs and Implements the Right RM Program
Want to ensure that your records are as organized, accessible and secure as possible? We can implement an effectively designed program to enhance responsiveness, increase customer satisfaction, ensure compliance with industry regulations, and more.
TAB uses three steps to develop a professionally designed records management program for your organization:
Classification is the structure that identifies corporate records holdings and works as a "signpost," to clearly identify information and facilitate hardcopy and electronic filing, retrieval and archiving of your information. Together with your key business stakeholders, we'll assess your key business functions and processes and develop a classification scheme to better organize your information.
Records Retention Strategy
After classification is complete, TAB professionals work with you to develop a strategic plan including a records retention strategy and schedule. We identify records that need to be kept, how they should be stored, and when you can legally dispose of them. TAB can help you develop a vital records protection plan that identifies your most critical documents, ensuring their safekeeping.
Records Management Policies and Procedures
Policies & Procedures clearly outline expectations, authority and responsibility for your records management activities. TAB will help your organization define and document the Policies & Procedures required to demonstrate due diligence and ensure compliance. We ensure that your personnel will know how to properly treat records the entire RM lifecycle: file creation, active and inactive phases.
Let TAB help your company protect and manage your important corporate information, contact us today or call 1-888-466-8228!
4. What Your Colleagues Are Downloading
Want to know what your colleagues are reading? Here are some of our popular downloads.
An Action Plan for Metadata and RM: What You Need to Know
What exactly is metadata and how can it use it in my records management program?
It’s is a question we’re hearing a lot these days, so we created this resource to help you get some answers. We designed it to help you understand:
We’ve also created an easy-to-follow action plan so you can apply use metadata to enhance records management best practices like classification and retention schedules.
- What metadata is
- How it applies to records management,
- How it can help you improve your program
You can download it here.
4 Tips: Managing Your Shared Drive
Shared drives are a fact of life for many organizations, and when organized properly they become excellent information management tools. But if you aren’t using RM best practices to manage them, they can morph into massive public folders filled with confusing and unstructured records.
We’ve created this great resource to help you ensure your shared drives aren’t an inefficient liability for your organization, and you can download it here.