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Start a records management program and you'll boost the bottom line#1. Set up a records management team.#2. Identify key records, and figure out how long they need to be kept.#3. Develop a storage strategy.#4. Destroy the records you no longer need.#5. Write down your new policy and share it with your team.Mar 6, 2019

8 Steps For An Effective Records Management ProgramStep 1: Complete inventory of all records.Step 2: Determine who is going to manage the process and records.Step 3: Develop a records retention and destruction schedule.Step 4: Determine the best way to store and manage your records.More items...

Why keep records? Records contain information that is needed for the day to day work of government. Their purpose is to provide reliable evidence of, and information about, 'who, what, when, and why' something happened.

These five easy steps will help you create a simple financial record-keeping system: capture, check, record, review, and act.Capture the Information.Check to Make Sure the Information Is Complete and Correct.Record the Information to Save It.Consolidate and Review the Information.Act Based on What You Know.More items...?Feb 4, 2021

Start a records management program and you'll boost the bottom line#1. Set up a records management team.#2. Identify key records, and figure out how long they need to be kept.#3. Develop a storage strategy.#4. Destroy the records you no longer need.#5. Write down your new policy and share it with your team.6 Mar 2019

Here is a 10-step records management plan for your office.Determine Who Will Be Responsible And What Resources Will Be Needed.Identify Records Needed To Document The Activities And Functions Of Your Office.Establish Your Procedures (Recordkeeping Requirements)Match Your Records To The Records Schedules.More items...

Records management includes tasks like:Identifying, classifying and storing records.Establishing and enforcing policies, standards and guidelines.Assigning responsibilities and managers.Maintaining usability.Providing internal and external access.Integrating records management as part of daily operations.