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Records Management for Dummies


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Table of Contents

Introduction 1 Part I: Setting the Stage 7 Chapter 1: Fundamentally Speaking 9 Chapter 2: Appraising 35 Chapter 3: Scheduling 49 Part II: Filing Made Simple 73 Chapter 4: I Know It?s Here Somewhere 75 Chapter 5: Drives Can Drive You Crazy 97 Chapter 6: A Message about E-Mail 113 Part III: Capturing Records 127 Chapter 7: Watch Out, I?m Backing Up 129 Chapter 8: Know When to Hold ?em 141 Chapter 9: Imaging Documents 153 Chapter 10: Software Applications 179 Part IV: Parking Spaces 199 Chapter 11: Storage Locations 201 Chapter 12: Compliant Destruction 213 Part V: Creating a Plan 225 Chapter 13: Codifying the Policies 227 Chapter 14: Train the Troops 237 Part VI: The Part of Tens 247 Chapter 15: Ten Simple Management Guidelines 249 Chapter 16: Ten Emerging Trends 259 Appendix: Sample Forms and Vendor Listings 269 Index 281

About the Author

Blake Richardson, CRM, is a Certified Records Manager with more than 15 years of experience managing records and information for several Fortune 500 companies. He has been a records manager for CNA Insurance and the Dollar General Corporation, and is active in ARMA International.

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