hybrid records management best practices

Post on 23-Jun-2015

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A must-see presentation for those who are looking for strategies and tips to manage paper and electronic records in the same environment.

TRANSCRIPT

Best Practices for

Managing Hybrid

Records

Best Practices for Managing Hybrid Records

Tip #1: Avoid “Either-Or” Approach

Tip #2: Universal Controls

Over Records’

Life Cycle

Primary Classification Level: Function

Secondary Classification Level: Activity

File Classification Level: Taxonomy

The Pharmaceutical Experience

Tip #3: Identify Official Record

Tip #4: Purge Non-Records

Tip #5: Consider Conversion Options

Carefully

ONE Controlled Format

Choose RM Tools CarefullyChoose RM Tools Carefully

• Media Independent?

• Extra Steps?• Link Physical With

Electronic?• Classification and

Retention?• Security and

Access?

Thank You !!!

Free Resources

Hybrid Records

Management Tools

http://fusionrms.tab.com/Hybrid.aspx

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