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Best Practices for Managing Hybrid Records

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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.

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Page 1: Hybrid Records Management Best Practices

Best Practices for

Managing Hybrid

Records

Page 2: Hybrid Records Management Best Practices

Best Practices for Managing Hybrid Records

Page 3: Hybrid Records Management Best Practices

Tip #1: Avoid “Either-Or” Approach

Page 4: Hybrid Records Management Best Practices
Page 5: Hybrid Records Management Best Practices

Tip #2: Universal Controls

Over Records’

Life Cycle

Page 6: Hybrid Records Management Best Practices

Primary Classification Level: Function

Page 7: Hybrid Records Management Best Practices

Secondary Classification Level: Activity

Page 8: Hybrid Records Management Best Practices

File Classification Level: Taxonomy

Page 9: Hybrid Records Management Best Practices

The Pharmaceutical Experience

Page 10: Hybrid Records Management Best Practices

Tip #3: Identify Official Record

Page 11: Hybrid Records Management Best Practices

Tip #4: Purge Non-Records

Page 12: Hybrid Records Management Best Practices
Page 13: Hybrid Records Management Best Practices
Page 14: Hybrid Records Management Best Practices

Tip #5: Consider Conversion Options

Carefully

Page 15: Hybrid Records Management Best Practices

ONE Controlled Format

Page 16: Hybrid Records Management Best Practices

Choose RM Tools CarefullyChoose RM Tools Carefully

• Media Independent?

• Extra Steps?• Link Physical With

Electronic?• Classification and

Retention?• Security and

Access?

Page 17: Hybrid Records Management Best Practices
Page 18: Hybrid Records Management Best Practices
Page 19: Hybrid Records Management Best Practices

Thank You !!!

Page 20: Hybrid Records Management Best Practices

Free Resources

Hybrid Records

Management Tools

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

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

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