Documents and Records Management is the process of tracking and storing documents both physically and electronically in a classified manner which can be done in a number of suitable formats. Where
Documents and Records Management Program supports the initiative to improve productivity by organizing the corporate documents and establishing the standards and controls to reliably archive and retrieve records as well as ensure compliance with external audits.
This proposal details the business reasons for considering the changes and updates in the implementation of the Document and Records Management Program. These needs are:
The Documents and Records Management program highlights the importance of effective documents and records management and the opportunity for enhancements to the productivity of the business and stakeholder that can result from improved documents and records management policies, procedures and systems. Some of the goals to be achieved by the implementation are
Cadtech is guided by the following methodology in the implementation of the electronic documents and Records management program.
Knowing the location and types of electronic documents. This consists of:
Many emails are records of the organization. The users determine what is a record of the organization and only save these emeils into the system as they would any other type of record,with a clear records management policy regarding the saving and retention of emails and must be strictly adhered to.
There should be a details analysis performed departmentally of the workflow.
How is the current system backed up.
This details every type of document throughout the organization wether it be paper or electronic. This must include:
This can now be defined. Priority is given to each feature to help with the final selection of the Electronic Document and record management systems. These include:
New hardwares may be added such us scanners and back up devices.