- Record and Document Life Cycle Planning
- Record Series Defining
- About Certified Records Managers
- Retention Scheduling
- Compliance Verification
- Litigation Risk Reduction
- Current Process and Work Flow Analysis
- File Room Management & Common File Area Solutions
- Physical File Tracking Solutions Through Bar Coding or RFID
- File Relocation Planning
- File Reduction Planning and Purge Campaigns
- File Management Software
- Electronic Data Backup Planning
- Office Space Utilization
- About Us
Record Series Defining
Simply put, this is the arrangement of like records or documents into homogeneous groupings. By defining the different types of records and documents that your organization creates and assigning them into a record series, you are taking the first step in professionally managing the documents that your organization creates.
Record series defining is the foundation in remaining compliant with state, federal and legislative requirements and will help your company avoid costly litigation. You will know when its time to store your documents and when it will be time to dispose of them. The destruction method will also be clear from simply sending out for recycling or high level security shredding.
The experts at J. D. Carton & Son, Inc. are qualified to help you with this process through the Certified Records Managers we employ. Please contact us to schedule a brief meeting to discuss your goals and wishes. We will perform a free evaluation of your current situation where you will learn what you are doing correctly and where you may want to consider getting help.