RIM planning and design Archives - TAB Records Management Blog | TAB OnRecord

Color-coding (Part 4): Preventing privacy and security issues

Sue St. Denis — Tue, 27 Aug 2019 00:01:00 +0000

In a four-part blog series, we have been exploring the many uses and benefits of color coding, including reducing operational downtime and lowering compliance risk. In our final post, we show how color coding can be used to help organizations limit unwanted access to files and preserve the privacy and confidentiality of sensitive records.Read More

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RM outsourcing: what to look for in the team assigned to your records

Sue St. Denis — Mon, 08 Apr 2019 12:01:00 +0000

In a two-part blog post we are exploring the benefits and business case of records management outsourcing. In last week’s blog post we looked at the business benefits delivered by outsourcing the management of your active file rooms. These included, cost savings, increased revenue, and process efficiencies. Today, we discuss the top three things you should be looking for in the team that will be managing your records.Read More

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RIM in the age of discovery: Strategies for litigation-proofing your organization’s information – Part 2

Sue St. Denis — Fri, 21 Dec 2018 17:25:02 +0000

In Part 1 of this post we discussed the importance of preparing your records for the possibility of discovery in the future. In Part 2 we take this a step further, exploring what to do when legal discovery does occur. Step 1. Keep RIM teams involved! As we discussed in Part 1 of this white [...]Read More

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RIM in the age of discovery: Strategies for litigation-proofing your organization’s information – Part 1

Sue St. Denis — Fri, 14 Dec 2018 17:21:49 +0000

Part 1: How to build a RIM program that addresses legal discovery before it happens This two-part white paper presents strategies for better supporting discovery at the proactive and reactive stages. Part 1 outlines six essential steps for integrating discovery requirements directly into your RIM program, including policies, records retention schedules, disposition processes and filing [...]Read More

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Reader favorites September 2018: Our most popular RIM resources

Sue St. Denis — Thu, 13 Sep 2018 15:46:05 +0000

Our most popular resources this month cover: Budgeting your imaging project, cloud storage, and filing assessments. Budgeting for your imaging project: Six overlooked cost factors If you are planning and budgeting a document imaging project, this guide can help. It explains six commonly overlooked cost factors that can drive up the cost of your [...]Read More

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Six steps to improve your file classification- Part 2

Sue St. Denis — Thu, 30 Aug 2018 18:11:22 +0000

In this two-part post we share six steps you can take to improve your current file classification process. In part one we shared insights about where to begin your classification project, and strategies for effectively subdividing your files. In part two we discuss the importance of retention schedules and useful coding tools for your files. [...]Read More

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Ten best practices for a successful RIM training program – Part two

Sue St. Denis — Thu, 14 Jun 2018 00:00:00 +0000

In last week’s blog post we started to explore ten best practices for records management training programs. In part two we will continue by discussing five more best practices for RIM program training success. 6. Don’t forget the value proposition Almost everyone sitting in on your RIM training session will likely be asking themselves “why [...]Read More

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Ten best practices for a successful RIM training program – Part one

Sue St. Denis — Thu, 07 Jun 2018 00:00:00 +0000

As you begin new records and information management programs, you will inevitably encounter the challenge of how to train employees and enlist their cooperation. In this two-part blog post, we share the ten best practices for a successful records and information management training program. Obtain senior management endorsement Your training program will have its [...]Read More

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Why having a policies and procedures manual is vital to your organization’s RIM success

Sue St. Denis — Thu, 26 Apr 2018 19:06:21 +0000

Many RIM managers are tasked with finding ways to ensure their RIM programs are effectively and accurately used. The best way to accomplish this is to develop a policies and procedures manual for staff. This will ensure your organization reaps all of its RIM program benefits. It should outline what responsibilities, expectations, and authority each [...]Read More

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How modern RIM professionals are staying relevant – Part 3

Sue St. Denis — Thu, 05 Apr 2018 15:33:04 +0000

In parts one and two of this blog post we discussed the importance of records management professionals getting involved in the early stages of the information lifecycle, and the need to convey RIM principles in terms of business outcomes. The final segment of this three-part post covers the skills needed by RIM professionals to be [...]Read More

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