Records Management - ten tips to get control of your information
Get control of Information!
Ten things you can do to better control and manage your records and information!
Set time aside....
Set aside time at least once a year to review your electronic and paper records against the retention schedule and dispose of any records that can be destroyed
Use the SOAS Retention Schedule….
Use the SOAS retention schedule to decide whether records can be destroyed or need to be retained
Make a record of destructions….
Use the simple online Record Disposal Form to list any record disposals, electronic and paper. This will make it easier when searching for records and also answer FOI requests
Dispose of records correctly….
Use confidential waste bins/bags or shredders to dispose of paper records you no longer require. For large disposals, please log a request with Estates and Facilities through the job request system
Use off-site storage….
If records are not used very often but need to be retained, they can be stored in our off-site facility with a next day delivery service. For more information email: email@example.com or read the Records Transfers guidance
Avoid using personal drives for SOAS records….
Personal drives should only be used to store personal records and documents. All SOAS business records should be stored on shared drives where they can be readily shared with colleagues or secured (with the help of IT)
Arrange records systematically….
Make sure your filing system is arranged in a simple and systematic way so that staff can find information easily and quickly. Think about how easy it is to retrieve information from your current system, is it adequate?
Name electronic documents consistently….
Use the Naming Electronic Documents guidance to name electronic documents in a standardised way
Delete emails when no longer required…
You should delete emails when they are no longer required for operational purposes and are not the primary or only version of a record that we are required to retain in line with the retention schedule
Destroy duplicates and working papers when no longer needed…
Identify and destroy duplicate records, or information you can access elsewhere, that you no longer require for instant reference purposes, eg committee records (if you’re not a committee secretary), information you can find on the website or on another organisation’s website, books or journals that you can access through the Library
For further advice, please contact the Corporate Records Manager and Archivist (firstname.lastname@example.org)