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To Keep or Not to Keep: Record Management Steps You can Follow by Ruby Badcoe





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To Keep or Not to Keep: Record Management Steps You can Follow by
Article Posted: 01/17/2012
Article Views: 58
Articles Written: 622
Word Count: 445
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To Keep or Not to Keep: Record Management Steps You can Follow


 
Business
As your business grows, there is also an increase in the number of files you have to manage. Without organizing or sorting them properly, you can easily lose track of all the data. This results to inefficiency and delays in operations. Organizing all your files will help you keep track of your business. Moreover, it will help you productively go about your daily tasks and avoid any forms of delays.

Organizing all your files can be a daunting task, especially if you need to sort out hundreds and hundreds of documents. At times like this, record management should be done to avoid such a predicament. This leaves you in a tight spot where you have to decide what to keep and what to drop. When doing record management, here are some questions you might want to consider:

What documents must be kept?

This will be the first key to record management. Gather all the documents and sort them into different piles. This way, it'd be easier to classify if the document is important or if should go to the trash bin. While you’re at it, go through each document and see what you really have. Clearly, you need to prioritize those that are relevant to your business such as certifications, latest receipts, and employee records.

How will the documents be stored?

Keeping the important documents in a secured space is the next thing you need to think about. Since cabinets and drawers can only eat space in your workplace, you might want to switch to other alternatives. One way you can do for LA records management is document scanning and indexing. This involves the use of a scanner and software for creating soft copies from real documents. Document scanning provides a cost-effective and secured way of storing significant amount of documents. What's even better is that it helps scatterbrain people with easy file retrieval and file back-ups.

How long will the documents be stored?

You don't have to keep everything forever. In fact, some of the documents you thought of important can be considered trash after three-months or so. For instance, bank statements can be kept for three years while tax returns should be kept for as long as seven years. Just make sure though that you thoroughly check for information on each document during your LA records management.

How should the unimportant documents be disposed?

You don't just throw the documents in the trash if you find them irrelevant. Make sure that you are following company protocol regarding document disposal. LA records management service providers can conduct bulk paper shredding to help you get rid of all the unnecessary paperwork.

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