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November 2015: What’s Hot in Records Management




1. Assessment Tool: How to Prepare for a Document Conversion

document conversion

The right preparation is essential for the success of a document conversion project. This assessment tool helps ensure that your RM program is ready to support the conversion before, during and after the actual imaging takes place.

You will learn how to:

  • Find out if your current RM program is ready to support an imaging and retention project
  • Ensure that all imaged documents meet record-keeping requirements
  • Determine which records can be destroyed after the scan and which records must be retained.

Download the assessment tool >

2. Guide to Developing and Delivering a Records Management Training Program

records management training program

This guide offers tips for developing and delivering a records management training program that reduces operating costs, supports compliance and makes records retrieval more efficient.

The guide addresses:

  • Obtaining senior management endorsement
  • How to establish training objectives
  • Training delivery methods
  • The use of training and development professionals
  • And more!

Download the guide here >

3. 6 Ways to Optimize Your Physical Records Collection

optimize your physical records

This resource offers six tips to improve the way you organize, access, store and share your physical records.

You will learn about:

  • Using the right classification system
  • Centralizing collections
  • Deploying file tracking software
  • Standardizing filing supplies
  • Maximizing available space
  • Converting to digital formats.

Get the guide here >

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