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Draft PPT. presentation onrecords inventory and appraisal ROGER S. SEBASTIAN Reporter/Researcher Ph.D. (EM) student University of La Salette Santiago City SY- first sem. 2011 Record and Reports Management
RECORDS INVENTORY AND APPRAISAL
INTRODUCTION ,[object Object]
They serve as the memory; they are the evidence of past events and the basis for future actions,[object Object]
administrative value.the usefulness of a record to an organization in the conduct of its daily business
appraisal.the process of evaluating records based on their value to an organization, particularly when used to determine if the records have permanent historical value
fiscal value. the usefulness of a record in documenting financial decisions and activities,[object Object]
historical value. the value of a record to support historical research
legal value. the usefulness of a record in supporting an organization's business .agreements and ownership rights, and in documenting the rights of citizens
needs assessment. a process that systematically examines a records management problem, evaluates options, and recommends solutions via a formal report,[object Object]
records retention and disposition schedule. a list of records series titles that indicates the length of time to maintain each series; also called a "records schedule" or a "retention schedule"
retention. the act of keeping records for the time required, given their administrative, fiscal, legal, or historical value and use; also called “records retention”
retention period. the amount of time a record must be kept to meet administrative, fiscal, legal, historical or use requirements,[object Object]
Appraisal
Scheduling,[object Object]
Objectives of Records Inventory ,[object Object]
Determine the physical location and format of records, including the official record copy that will be retained for the full retention period and any convenience copies that should be retained for a shorter period of time.
Identify records that contain confidential or sensitive information.
Identify the inclusive dates and quantity of each records series.
Gather sufficient information to determine an appropriate retention period for records. ,[object Object]
help local governments and state agencies meet the Freedom of Information Law requirement to maintain a subject matter list of records
help you “clean house” by forcing staff to identify and discard unnecessary records
teach you about the records your organization maintains, so you can formulate sound plans to guide and develop your records management program,[object Object]
PHYSICAL INVENTORY METHOD  An examination of the records is conducted throughout the organization by the records management officer or an individual or group of individuals directly under the records management officer's supervision
QUESTIONNAIRE METHOD  Each department complete its own inventory, with little or no direct examination of the records through a questionnaire. This is the fastest method because the inventory form can be distributed to all departments simultaneously, completed by staff knowledgeable about the records, and returned by a specified date.
Preparation for the Inventory
preparatory steps;  ,[object Object]
Obtaining top management support.
Communicating plans to management and staff.
Selecting and training personnel for the inventory process.

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Records inventory final