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Book Description

Here's what you should know to manage data records efficiently

With proper electronic data management, your business can lower costs, improve efficiency, eliminate duplication, and be protected in the event of a lawsuit. This book provides an overview of records management solutions and implementation strategies in plain, non-technical English. Step-by-step instructions show you how to begin managing records and information and how to maintain the program once you have it established. Sample forms for inventory, scheduling, and necessary documentation are also available on the companion website.

  • Electronic records management offers cost savings, greater efficiency, and protection in case of legal action; this book gets you started on an effective data management system

  • This plain-English guide helps you determine what constitutes a record, shows you how to inventory records and create an efficient way to file both electronic and paper copies, and explains how to create a retention schedule

  • Walks you through switching to electronic record-keeping, what to look for in a records management system, implementing best practices, ensuring that your system will stay current, and using the system effectively

  • Helps you assure that the destruction of any sensitive information is conducted and documented correctly

  • Records Management For Dummies helps your business save money and improve efficiency with effective electronic records management.

    Table of Contents

    1. Cover
    2. Table of Contents
    3. Title Page
    4. Introduction
    5. Part I: Setting the Stage
      1. Chapter 1: Fundamentally Speaking
      2. Chapter 2: Appraising
      3. Chapter 3: Scheduling
    6. Part II: Filing Made Simple
      1. Chapter 4: I Know It's Here Somewhere
      2. Chapter 5: Drives Can Drive You Crazy
      3. Chapter 6: A Message about E-Mail
    7. Part III: Capturing Records
      1. Chapter 7: Watch Out, I'm Backing Up
      2. Chapter 8: Know When to Hold 'em
      3. Chapter 9: Imaging Documents
      4. Chapter 10: Software Applications
    8. Part IV: Parking Spaces
      1. Chapter 11: Storage Locations
      2. Chapter 12: Compliant Destruction
    9. Part V: Creating a Plan
      1. Chapter 13: Codifying the Policies
      2. Chapter 14: Train the Troops
    10. Part VI: The Part of Tens
      1. Chapter 15: Ten Simple Management Guidelines
      2. Chapter 16: Ten Emerging Trends
      3. Appendix: Sample Forms and Vendor Listings
    11. Cheat Sheet