Lifting the burden: recent case studies show that minimizing record management decision-making by end users results in higher quality ERMS.

Information Management JournalVol. 39 Nbr. 4, July 2005

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Summary


Electronic records management systems

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Lifting the burden: recent case studies show that minimizing record management decision-making by end users results in higher quality ERMS.

At the Core

This article

* Describes four approaches simplifying records management decision-making

* Tells how minimizing end user involvement in records decisions improves records programs

* Provides six keys to non-intrusive ERMS implementation

Organizations beginning the process of implementing enterprise-wide electronic records management systems (ERMS) must address the role end users should play in making records management decisions. Some organizations opt to have end users decide whether a document or e-mail is a record and assign its place in the organization file plan. In this scenario, when the end user creates a document and dicks "save," a box pops up on the screen and asks, "Is this a record?" If the user answers "yes," a second box appears and asks "Where does the record go in the organization file plan?" A pull-down list gives the organization file plan so the end user can choose the appropriate category. Only when the user has answered the two questions will the document be saved.

Other organizatio...

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