Best Practices for Managing Hybrid Records
Hybrid Records Management Best Practices
Jun 23, 2015
A must-see presentation for those who are looking for strategies and tips to manage paper and electronic records in the same environment.
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Transcript
Best Practices for
Managing Hybrid
Records
Best Practices for Managing Hybrid Records
Tip #1: Avoid “Either-Or” Approach
Tip #2: Universal Controls
Over Records’
Life Cycle
Primary Classification Level: Function
Secondary Classification Level: Activity
File Classification Level: Taxonomy
The Pharmaceutical Experience
Tip #3: Identify Official Record
Tip #4: Purge Non-Records
Tip #5: Consider Conversion Options
Carefully
ONE Controlled Format
Choose RM Tools CarefullyChoose RM Tools Carefully
• Media Independent?
• Extra Steps?• Link Physical With
Electronic?• Classification and
Retention?• Security and
Access?
Thank You !!!
Free Resources
Hybrid Records
Management Tools
http://fusionrms.tab.com/Hybrid.aspx
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