Category: Functional ClassificationView all Categories

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Reader Favorites MAY 2017: Our Most Popular RIM Resources

Thursday, May 18, 2017

Our latest roundup of popular resources starts with a  seven tips for developing a functional classification system. We also have a guide to managing paper and electronic files in the hybrid environment, and a guide to helping you add value to the organization during difficult economic times. 1. 7 Tips for Developing and Applying a […]

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Reader Favorites: Our most popular records management resources

Thursday, February 16, 2017

This month’s roundup of popular records management resources covers the basics of records management. First up, we a have a white paper that helps you develop your records retention program. We also offer six simple tips for records classification – another foundational element for your RM program. For your electronic records, we offer an assessment tool […]

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Reader Favorites: Our most popular records management resources

Thursday, June 16, 2016

Our top resources over the past month are full of tips and tools for a range of records management challenges. Ready for the cloud, but not sure it is right for your organization? Our guide, Records Storage in the Cloud: What You Need to Know will help you get started. A function classification system is a […]

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Reader Favorites: Our most popular records management resources

Thursday, January 14, 2016

Our top resources over the past month offer help for a wide range of records management challenges. If you are wondering how to choose the right RM software, our buyer’s guide offers a practical approach that will help you make the right choice for your organization. Metadata continues to be a question mark for many in the records management field. If that sounds like you, our white paper provides a great introduction to the uses and benefits of metadata. Finally, we have a step-by-step guide to file classification, an essential component of every successful RM program!

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Retention and disposition headaches? Add a splash of color.

Friday, June 27, 2014

In a four-part blog series, we are focusing on color coding, a records management technique that has many benefits beyond preventing misfiles. In our third post we reveal how color coding makes it easier to meet requirements for records retention and disposition – and avoids risk in the process.

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Your Checklist for Designing Electronic Folder Structures that Work

Wednesday, March 6, 2013

With so many rules and business requirements impacting the proper way to store electronic records, it’s no longer enough to click “Save as,” create electronic folders on the fly, and use any name that comes to mind to identify your electronic record. Your folder structures should offer support to your records management program and incorporate […]