Records Management Challenges

6 Common Records Management Challenges

Earlier this month, I presented at iManage Connect Live in New York City. I was invited to co-present with Ian Raine, the product manager for the iManage Records Manager Software. We talked about what is currently available in IRM, Version 10. I presented some of the common records management problems and how IRM can help. …

6 Common Records Management Challenges Read More »

Get Support for Less Paper Initiative

Getting Support to Use Less Paper

If you have been following along with my posts this month, you understand the value of reducing paper in records systems and what it will look like once you are done. The last step in this process is getting support from your colleagues. Change always requires executive support. Getting your executive team to support your …

Getting Support to Use Less Paper Read More »

How to Establish a Records Management Program

How to Establish a Records Management Program

If you don’t have a documented records management program in place for your organization, you should make establishing one a priority. A good records management program is systematic. Each record goes through a documented process that is easy for everyone in the company to follow.  Your records management program should be published so your employees …

How to Establish a Records Management Program Read More »

Record Retention Rules

3 Tips for Setting Records Retention Rules in IRM

Retention rules tell you how long you need to keep your business documents or records per your organization’s policies or laws within your industry. Maybe you have some files that you need to save for seven years and others you need to keep for 60 years or longer. You can set retention rules in the …

3 Tips for Setting Records Retention Rules in IRM Read More »

Record Keeping Definition

Record Keeping Definition – What is Records Management?

As a certified records manager, I often get asked, what is the definition of record keeping? The official glossary of records management by ARMA International states the record keeping definition. “The field of management responsible for establishing and implementing policies, systems, and procedures to capture, create, access, distribute, use, store, secure, retrieve, and ensure disposition …

Record Keeping Definition – What is Records Management? Read More »