With so many rules and business requirements impacting the storage of electronic records, it is no longer enough to click “save as”, create electronic folders on the fly and use any name that comes to mind to store your electronic record. Business organizations need to systematically and proactively design electronic folder structures and effective naming conventions based on best practices in records management.

This needs assessment tool can help your organization design and name electronic folders to comply with laws and find information faster and more reliably. Depending on where your organization is in this development process, these assessment questions can be used as either a check-up on current practices or a checklist of opportunities to add value.

The assessment addresses four key areas:

• Records Management Program Support
• Structural Design
• Content Identification
• Maintenance and Use

 

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