Last Thursday, September 23rd, two of our group members met with our client Tracy. It was a very informative meeting, where we gained insight into our monumental task. The task includes developing a system for better records management, finding answers for how long to keep certain records, and what documents can be disposed of. As of right now, the records management system consists of several filing cabinets and a room filled with boxes and boxes of records. When our client first started her position as business manager of the Peyton school district there was absolutely no records management system. In her scarce available time she has started to implement a rudimentary system. Currently, we are working on our communications audit which consists of an interview transcript, field notes, document analyses and a contextual analysis report. we have completed our interview transcript, which consists of the questions and answers from the interview. We are currently working on our field notes, which is our interpretation of what we experienced during our visit with Tracey. We are currently analyzing five documents that we are using as resources as we progress throughout this project. The last task we need to complete is the contextual analysis report, which will tie everything together. Our deadline is fast approaching on Thursday, September 30th.
We would appreciate any suggestions from our readers as we progress.
If there were less buckets it would make it easier to be consistent where you filed things but it should vary for different situations. If Congress needs document rentention then I think they would require more detailed buckets, but if a local coffee shop needed document retention then they wouldn't require many buckets at all.
ReplyDeleteI think it would be important to have clear headings, so you can easily assume where documents belong belong. Whether you have a few or many buckets, being as organized as possible would always help this situation.