U of Washington's Records Management Guidance
Some more academic perspective (http://f2.washington.edu/fm/recmgt/filesmanagement/plan). It is largely consistent with DIRKS but gives us a valuable list of how to analyze existing records:
The guidance also gives us an overview of the types of file classifications that one tpically finds:
- who creates the records
- who uses the records
- how are records requested
- how often are various types of records requested
- how long do records remain current
- how many people need access to the records
- how much equipment is available to store the records
- how spaces is available for equipment/growth
- which records are confidential
- are there legal requirements for retaining records
- which are vital records
The guidance also gives us an overview of the types of file classifications that one tpically finds:
- Administrative files -- internal admin and operation
- Organizational files -- the relationship of an office with other offices
- Program files -- documentation of activities and programs
- Case files -- documentation of a specific event, project, person, or transaction
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