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 …
Last week I was helping a customer migrate her organization from Autonomy Records Manager, also known as FileSurf, to iManage Records Manager (IRM). We had finished designing her system and were ready to wrap up the project when one of her offices requested that we build in a way for them to use IRM to …
I am so excited for iManage Connect Live 2019! I booked my tickets for the event last week. It is the annual user conference for all iManage software users. The conference is taking place at the New York Marriott Marquis in Times Square May 7th and 8th. I am arriving the weekend before it starts …
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 »
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 »
At the start of this year, I accepted a nomination for a three-year term on the Elk Grove Chamber of Commerce Board of Directors. I was very excited to be nominated, and after being instated at the January gala, I am now an official member of the Elk Grove Chamber of Commerce Board of Directors. …
I will be teaching the iManage Govern Records Administration and Engineer classes the week of March 12th. These are public classes that iManage gives on the IRM product. The iManage records user adoption program helps both technical and non-technical audience learn the iManage technology. If your business uses iManage Records Manager (IRM) or is planning …
iManage Records Manager (IRM) is a records management software used by many leading professional service firms in the United States. The software is used to manage both physical files and electronic records. IRM keeps track of records that are stored in a company’s document management system (DMS) as well as paper files and records that …
Did you know that National Clean Up Your Desk day is Monday, January 14th this year? Every second Monday of January professionals around the country finally get around to putting that old coffee (or tea) cup in the sink. Ok, I might have a few lingering coffee cups myself! If you are like me, you …
iManage Records Manager (IRM) is records management software utilized by many law firm and professional services organizations. As a consultant with many years experience in designing, implementing and teaching IRM, I have found similar questions arise on how best to use it. I will periodically produce videos on IRM tips I think each user should …
