Apply your records schedules. 0000019410 00000 n All records related to congregational spending are open. Protecting records from loss or damage is a fundamental part of good records management. • Properly converted paper records to electronic format, verified as to the accuracy of contents, may be designated as the agency’s official version – Records Not Listed in Retention Schedule • Refer to agency’s internal procedure for handling such records • No legal requirement to maintain such records … Here is more information on legal compliance. Regardless of your job role, you need to be familiar with the type of information you will be using in the workplace. Each system has its advantages and disadvantages. RESPONSIBILITY OF THE OFFICE GENERATING THE RECORDS Each college and school should designate a staff member to act as records officer for the unit. Make someone responsible for each major program file your office maintains, and send those persons to records management training. For paper files, identification and labeling allows an office to maintain physical control over current files as well as manage growth of new files. 0000002009 00000 n 0000105693 00000 n Use the Default Installation Folders for Program Files. Essentially, it comprises anything that is part of a business transaction. 0000108371 00000 n Regardless of how records are stored, 0000105614 00000 n 0000001108 00000 n 0000003857 00000 n Ensure an Office Record List is prepared by each Action Officer who maintains Records within an established Office Symbol and UIC. Personnel Files Are Expansive. … Because of the potential risks, the potential significant liabilities, and the importance of maintaining records on the work performed, the integration and close coordination of the various members of the contract administration team is paramount. Correspondence within the organisation lends a […] Labeling serves as a visual aid by identifying individual record series and by identifying folders within each series. Records are efficiently created in the normal course of business for all functions sufficient to satisfy legal, fiscal, … hard copy records also apply to electronic storage systems which maintain tax books and records. Start date with the company RECORDS AND FILES MANAGEMENT 1. 5. Meaning of Office Correspondence: A lot of communication that takes place in an organisation is in writing. Records schedules approved by NARA provide mandatory instructions for the disposition of the records (including the accession of permanent records and disposal of temporary records) when they are no 5.2 Maintain security arrangements for files. 4. 2. 6. These and many other Guiding Principles of Compliant Records Management are listed after each of the five Best Practice areas. It is essential, industry practice, and standard internal corporate policy for construction companies to maintain a project documentation system. 0000003041 00000 n 0000015271 00000 n The transition to an all-electronic office and the management of those records can be tricky, but it is not difficult to learn and eventually master. Fit doors and windows in all offices and records storage areas with strong locks. 0000011027 00000 n qg#ˆK^HÎ×õbnza4;‡G9¾€ï>Íu�GìğÍò~D�ãnú¸şü” {b¢bÚ‘áÛ°Î=ü~¢PÚ_&ŸÇŸ[Aᘶ€fëp|sò•wHj†äF±ñøLŒ]‡ÉÚråTƒC. Ensure files and filing equipment are properly labeled and maintained to 0000021629 00000 n . 0000010248 00000 n Their purpose is to capture, maintain and provide access to evidence Give employees any informational material regarding this standard that OSHA makes available to you. 4.1 Identify files to be relocated. The overall objective of the Department's records and files management program is to provide efficient, economical, and effective management of all Departmental information and records to include creation, use, maintenance, and disposition. c. University Human Resources, the campus Human Resources Office, and the employing school or department maintain the university’s human resource records in paper and/or electronic files. 0000021651 00000 n 0000002648 00000 n H�b```f``���d�cd@ AV�(G � ÷U��lr(j\� ��5�� �>�偋 • Formalize records destruction practices and destroy records consistently and systematically. records according to the Records Retention Schedule (RRS) in ARIMS. Appendix 8.2 contains instructions for Paper records are moving out of the office to make way for electronic records and all the potential efficiencies and benefits they can provide. Purpose of a file Files are created and included in a filing system to provide formal evidence of the business transactions of an organisation. 3. 0000015293 00000 n The detailed individual records you keep on each employee should include this basic information, most of which is collected or determined as part of the hiring process: Name, address, phone number, and Social Security number. Set up a "records center" or official file station for your major program files. 0000019388 00000 n 3. 2. 0000011005 00000 n 1. Records of Selling a House (Documentation for Capital Gains Tax) Records of Selling a Stock (Documentation for Capital Gains Tax) Receipts, Cancelled Checks and other Documents that Support Income or a Deduction on your Tax Return (Keep 3 years from the date the return was filed or 2 years from the date the tax was paid -- which ever is later) Ensure that all Office Records List are updated every year. Types of information The types of records held by an organisation vary depending on the business. To understand how to protect records in an emergency, see Record and … . The text has been changed to update organizational information and reflect changes in regulations. Paper filing systemshave been used traditionally in office environments and are still used in environments where offices receive a lot of incoming paper documen… 0000010770 00000 n Keep filing cabinets and other records storage areas locked at all times when not in use. 2. 0000002426 00000 n 5.1 Identify security requirements for workplace records. The records officer should maintain regular contact with ARP and should implement the periodic transfer of records to the archives. Developing a System Create file categories. Department maintain records in a way which cost effectively addresses all of these concerns. Label all files, folders, and boxes so that their contents, dates, and extent are clear. 0000013017 00000 n The web edition may vary from the printed version. Department or division within the company. 0000001201 00000 n Use the default file locations when installing … Records Management Services, a department of Harvard University Archives, provides guidance to University staff, faculty, and administrators on how to understand their responsibilities for stewarding and managing their records.. Too often, supervisors take an unnecessarily narrow view of what constitutes a personnel file, mistakenly assuming that an employee’s personnel file is the one that the corporate HR department (or the HR director or office … 5 The first thing to do if you want to organize your files is … %PDF-1.3 %���� 0000001780 00000 n 0000062973 00000 n creates the records it needs, and none that it doesn’t. 0000004583 00000 n �[�,�������#���>X|���,�. If you use front labels and file behind the tab, stay consistent. 7. 1. One company may rely more heavily on financial record keeping while another business may may focus on other types of records. Records are held in files to enhance accessibility and identification. 0000074190 00000 n It is important to back up electronic files in case of a computer malfunction. Records management (RM), also known as records and information management (RIM), is an organizational function responsible for the creation and maintenance of a system to deal with records throughout a company’s lifecycle.RM includes everything from the creation of a record to its disposal. Whether maintained as paper or electronic files, destroy these records at the end of the retention period. of misfiles and lost records, which can result in costly searches to locate needed records. 0000003269 00000 n 0000017226 00000 n A government office has an effective records management program when the office . ADVERTISEMENTS: Read this article to learn about office records and correspondence. 0000023686 00000 n Contracts, Leases, and Other Agreements Having a good system for maintaining contracts is critical. Music stores have a large amount of 5. All records related to member giving are confidential and should be secured. These are not always mutually exclusive as offices frequently retain some records in paper, for example, while managing other documents entirely within shared drives. But times are changing. Your records There are three types of recordkeeping systems in common use: paper files, shared drives and customized software systems. 4.2 Complete records of movement and file following workplace procedures. �u�"b;2\a8�X�p�ɌɈ!�A���Wh�&�/W�g�;�t9�v�@�ݙ�ڻ�V1Xr%Lfhf�����]�=�v�O{�/3b�' fUs ��� �7�i endstream endobj 104 0 obj 485 endobj 69 0 obj << /Type /Page /Parent 62 0 R /Resources 70 0 R /Contents [ 80 0 R 82 0 R 86 0 R 88 0 R 90 0 R 92 0 R 94 0 R 96 0 R ] /MediaBox [ 0 0 612 792 ] /CropBox [ 0 0 612 792 ] /Rotate 0 >> endobj 70 0 obj << /ProcSet [ /PDF /Text ] /Font << /F1 77 0 R /TT2 73 0 R /TT4 75 0 R /TT6 76 0 R /TT8 83 0 R >> /ExtGState << /GS1 100 0 R >> /ColorSpace << /Cs6 78 0 R >> >> endobj 71 0 obj << /Type /FontDescriptor /Ascent 891 /CapHeight 656 /Descent -216 /Flags 34 /FontBBox [ -558 -307 2034 1026 ] /FontName /EKHFLK+TimesNewRoman,Bold /ItalicAngle 0 /StemV 160 /XHeight 0 /FontFile2 99 0 R >> endobj 72 0 obj << /Type /FontDescriptor /Ascent 891 /CapHeight 0 /Descent -216 /Flags 98 /FontBBox [ -498 -307 1120 1023 ] /FontName /EKHFII+TimesNewRoman,Italic /ItalicAngle -15 /StemV 0 /FontFile2 98 0 R >> endobj 73 0 obj << /Type /Font /Subtype /TrueType /FirstChar 32 /LastChar 117 /Widths [ 250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 611 0 0 0 0 0 722 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 444 500 444 0 0 0 278 0 0 0 0 500 500 0 500 0 389 278 500 ] /Encoding /WinAnsiEncoding /BaseFont /EKHFII+TimesNewRoman,Italic /FontDescriptor 72 0 R >> endobj 74 0 obj << /Type /FontDescriptor /Ascent 891 /CapHeight 656 /Descent -216 /Flags 34 /FontBBox [ -568 -307 2028 1007 ] /FontName /EKHFJJ+TimesNewRoman /ItalicAngle 0 /StemV 94 /XHeight 0 /FontFile2 97 0 R >> endobj 75 0 obj << /Type /Font /Subtype /TrueType /FirstChar 32 /LastChar 151 /Widths [ 250 333 408 0 0 0 778 180 333 333 500 0 250 333 250 278 500 500 500 500 500 500 500 500 500 500 278 278 0 0 0 0 0 722 667 667 722 611 556 722 722 333 0 722 611 889 722 722 556 722 667 556 611 722 722 944 722 0 0 0 0 0 0 0 0 444 500 444 500 444 333 500 500 278 278 500 278 778 500 500 500 500 333 389 278 500 500 722 500 500 444 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 333 444 444 0 500 1000 ] /Encoding /WinAnsiEncoding /BaseFont /EKHFJJ+TimesNewRoman /FontDescriptor 74 0 R >> endobj 76 0 obj << /Type /Font /Subtype /TrueType /FirstChar 32 /LastChar 150 /Widths [ 250 333 0 0 0 0 0 0 333 333 500 0 250 333 250 0 500 500 500 500 500 500 500 500 500 500 333 333 0 0 0 500 930 722 667 722 722 667 611 778 778 389 500 778 667 944 722 778 611 0 722 556 667 722 722 1000 722 722 0 333 0 333 0 0 0 500 556 444 556 444 333 500 556 278 0 556 278 833 556 500 556 0 444 389 333 556 500 722 500 500 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 333 500 500 0 500 ] /Encoding /WinAnsiEncoding /BaseFont /EKHFLK+TimesNewRoman,Bold /FontDescriptor 71 0 R >> endobj 77 0 obj << /Type /Font /Subtype /Type1 /Encoding /WinAnsiEncoding /BaseFont /Courier >> endobj 78 0 obj [ /ICCBased 101 0 R ] endobj 79 0 obj 3295 endobj 80 0 obj << /Filter /FlateDecode /Length 79 0 R >> stream Self-employed owners file a personal income tax return annually and pay estimated tax quarterly. Add Records to Office Records List (ORL): a. Click on Dropdown Menu Record Series – “800” Click on Dropdown Menu Sub-Series – “800D” Duration - 0-6 Click – Submit Search Click Record Title to view Disposition Details Click Close - To add file numbers to your ORL, click on the box to the left of the H��W�n�:���%}��`�V=���9�L��WG�ɹ @:�v��Dy�]i_w�\����h��Ec����W�q=��^K&��q&$��~R��Bq���y�a�)�wz�g]^�>|�l��|��~���l��s�����Ǔ�>��s��/����"�'Q�p����9�z�v}ٲ��1������2���~�P����%�=@��-"��x���^����y���"� ����!��I�^� ��y��t�~B_23e2��o�����y�0�\h����X;����Y_ݲT�[��O��a�u�9����Z]�^ޱ��o��W_�����T[�2�\�v��t�(+�t�����ʂQ��+O$&�����B�\&*>��W�2���zis!���/��>�����T�(N�RC�k?z����e�f�����[�/p���������i��)c�4 �t�����! . Compliance with legal retention requirements and the establishment of administrative, fiscal, … A. 0000002192 00000 n 0000007978 00000 n As a state agency, the University of Washington has a legal responsibility to demonstrate the proper care and management of its records. . • . Look through your business records and set up each folder based on the needs of your company. 0000001802 00000 n 0000004543 00000 n Paper records containing confidential information are kept in locked offices or cabinets or drawers with access controlled by the keeper of the record. Make records available to employees, their designated 0000008000 00000 n Obtain file folders, an office calendar and journals to maintain the different financial and accounting records. 0000004605 00000 n �4�pp7�� *jͺ���v�7 Y���G!��Ĕ8��N��1k�Q�"�l�y�13hTEh8�Q�P�}�@����!��材���:k�B���v��U�9Y%�< l'f�����+p8�0�I����- 0000017248 00000 n Most programs keep more records … Stick with the same labeling system. Keep your program elements simple and consistent. use, maintain, receive, disseminate, or dispose of DOE records in connection with the performance of DOE-funded tasks or activities. GDO*@؁< �j���T�_ȃ�����,A �����Q�آ"� �$��T��� ��r�����;���0�]�|�B&% ��H�rDE20��� Correspondence thus is defined as ‘communication in writing on subject of mutual interest either within the organisation or with an outsider’. 0000012995 00000 n Legal Compliance As described above, you may be legally required to keep some records. POLICY. Electronically stored records must be legible, readable, and accessible for the period of limitations required (see Chart 1). Preserve and maintain accurate medical and exposure records for each employee.3 Inform workers of the existence, location, and availability of those medical and exposure records. 5.3 … National Archives and Records Administration, Office of Records Services -- Washington, D.C. (1997). 0000004441 00000 n paper and electronic files stored away from the office. trailer << /Size 105 /Info 65 0 R /Root 68 0 R /Prev 208699 /ID[<2e6d0006217dc91a06f86cfe12ed6dd7>] >> startxref 0 %%EOF 68 0 obj << /Type /Catalog /Pages 63 0 R /Metadata 66 0 R /PageLabels 61 0 R >> endobj 103 0 obj << /S 499 /L 619 /Filter /FlateDecode /Length 104 0 R >> stream 67 0 obj << /Linearized 1 /O 69 /H [ 1201 601 ] /L 210167 /E 129171 /N 17 /T 208709 >> endobj xref 67 38 0000000016 00000 n storing all records securely – can make a tremendous difference to the safety of your office’s records. Maintain security of workplace records. It is important to back up electronic files stored away from the office make! Stored, all records securely – can make a tremendous difference to the archives the tab, stay consistent formal... In the workplace make a tremendous difference to the records it needs, and boxes that. 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Readable, and other records storage areas locked at all times when not in use three of! Fundamental part of a computer malfunction employees any informational material regarding this that!