Question: What Are Records Management Principles?

What are the functions of records management?

Records management (RM), also known as records and information management (RIM), is an organizational function responsible for the creation and maintenance of a system to deal with records throughout a company’s lifecycle.

RM includes everything from the creation of a record to its disposal..

What records should be kept?

How long should you keep important documents?Store permanently: tax returns, major financial records. … Store 3–7 years: supporting tax documentation. … Store 1 year: regular statements, pay stubs. … Keep for 1 month: utility bills, deposits and withdrawal records. … Safeguard your information. … Guard your financial accounts. … Properly dispose of paper documents.

What are the three main types of records?

Some of the most significant record types are:Property records – title deeds and settlements.Accounting papers – including rentals, vouchers, surveys and valuations.Legal papers.Inventories.Correspondence.Enclosure papers.Manorial papers – court rolls, custumals, terriers, surveys etc.Personal and political papers.More items…

What are the types of record management?

Types of RecordsCorrespondence record: Correspondence record includes letters, circular, notice, memo, inquiries, order etc. … Personnel record: The records which are related to the personnel or employees of the organization are known as personnel records. … Accounting record: … Legal records: … Miscellaneous records:

What is the life cycle of records management?

Records life-cycle in records management refers to the following stages of a records “life span”: from its creation to its preservation (in an archives) or disposal. While various models of the records life-cycle exist, they all feature creation or receipt, use, and disposition.

What is effective record management?

A government office has an effective records management program when the office . . . … Records are efficiently created in the normal course of business for all functions sufficient to satisfy legal, fiscal, administrative, and other recordkeeping requirements.

What are the classification of records?

Records managers use classification or categorization of record types as a means of working with records. Such classifications assist in functions such as creation, organization, storage, retrieval, movement, and destruction of records. At the highest level of classification are physical versus electronic records.

What are the record management and database management principles?

PRINCIPLES OF GOOD RECORDS MANAGEMENTAuthentic. It must be possible to prove that records are what they purport to be and who created them, by keeping a record of their management through time. … Accurate. Records must accurately reflect the transactions that they document.Accessible. … Complete. … Comprehensive. … Compliant. … Effective. … Secure.

What is the purpose of record keeping?

Good recordkeeping can help you to find the information you need. It promotes the creation of full and accurate records in the first place. It also involves storing and managing records appropriately so that the information will be available to you when you need it.

What is a standard for records management policies and procedures?

Policies and procedures set the standard for a compliant records management system. They should include the management of all records and media types, including email. Your company may have separate policies for records retention, active files, unused files, emails, and several other areas of information management.

What are examples of records?

17.3 Definition and Identification of Records Examples include documents, books, paper, electronic records, photographs, videos, sound recordings, databases, and other data compilations that are used for multiple purposes, or other material, regardless of physical form or characteristics.

What are the principles of good record keeping?

Principles of Good Record KeepingBe factual, consistent and accurate;Be updated as soon as possible after any recordable event;Provide current information on the care and condition of the patient;Be documented clearly in such a way that the text cannot be erased;More items…•

What are records management practices?

Here are five crucial records management best practices.Control storage and access. To ensure that digital and paper files are stored securely, you need to control who has access to them. … Be wary of retention and disposal procedures. … Record, track and monitor. … Destroy and/or delete. … Outsource your records management.

What are the 5 basic filing systems?

Five basic filing steps are: Conditioning, Releasing, Indexing and Coding sorting. 1. Conditioning; Removing all pins, brads, and paper clips; Stapling related papers together; Attaching clippings or items smaller than page-size to a regular sheet of paper with rubber cement or tape. 2.