Records Survey & Inventory

Inventory provides a descriptive list of each document, location and other important data.

Appraisals takes note of the records of continuing value from those of no further value so that the latter may be eliminated.

If you were to develop a documentation strategy to identify what records your program needs to keep, where they should be filed, and who is responsible for them.

The second step is to match that theoretical structure to reality by going out and conducting and inventory of what is actually in your office.

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