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RECORDS INVENTORY WORKSHEET Texas State Library State and Local Records Management Division RMD 103 (11/07) 1. AGENCY NAME AND DIVISION2. DEPARTMENT / SECTION / UNIT3. LOCATION OF RECORDS AND/OR FILE.

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In records management, an inventory is a descriptive listing of each record series or system, together with an indication of location and other pertinent data. It is not a list of each document or each folder but rather of each series or system.

The records inventory is used to collect information about your records including type, date range, format, volume, storage location, and applicable records series information.

What is a Records Inventory. A records inventory is compiling a descriptive list of each record series or system, including the location of the records and any other pertinent data. A records inventory is not a list of each document or each folder.

Records Inventory - Procedures Define the inventory's goals. ... Define the scope of the inventory; it should include all records and all nonrecord materials. Obtain top management's support, preferably in the form of a directive, and keep management and staff informed at every stage of the inventory.

Examples include contract files, claims files, loan files, clinical files, and personnel files. Each copy of a completed form can become part of a separate case file serving a unique purpose. In the inventory, each copy loses its individuality and is covered in the item describing the case file of which it is a part.

There are 3 main types of Inventory Records. Category Records, Vendor Records, and Item Records.

There are two methods of record keeping for inventory: periodic and perpetual.

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© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232
Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232