- 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 and Document Life Cycle Planning
Your company's records and documents have there own unique life cycle.
Once a document or record is born it quickly moves into its active period or adolescent stage. From there it becomes less active as it moves into its adult hood. Finally it moves into the golden years, where it is still active but is heading toward retirement. Upon completion of the document's life cycle it must be properly disposed of using secure shredding and recycling.
Each record and document must have its life cycle pre determined. It is important to take this critical step in order to bring efficiency and strategic planning to your organization's future. This life cycle will be very different for each type of record and document your company produces.
It all begins with categorizing each type of record and document into a record series. Once this is done, a life cycle can be planned by record series. Once the life cycle has been planned you can determine where the record or document will reside at the different points of the life cycle. You can better allocate file space throughout your organization and plan for growth. Your staff will understand how each document is to be handled throughout its life cycle and what to do at the end of its useful life. Your staff will also know when it is time to move files out of the office and place them in off site storage freeing up room for new company records and documents.
The experts at J. D. Carton & Son, Inc. are ready to help you with the life cycle planning of your documents. We begin with a brief meeting to discuss your goals and wishes. From there, we perform a free evaluation of your current situation to learn what you are doing correctly and where you may want to consider getting help.