I'm looking to see if anyone has a good policy for electronic records management that they wouldn't mind sharing. Also, am looking for the best naming convention for this purpose. Thoughts?
Hello Sylvie. Are you looking to manage all electronic documents or Quality documents (policies and procedures)?
At my last office, one of our admin staff took the lead on this and then we had meetings as the support staff. Basically there was a review of all the current folders, suggestions of a format and process (similar to Teresa's reply) going forward (naming convention, clean up, staff training etc.). For files we moved to YYYY-MM-DD Company Project.
Now my office Information System team at my current office is currently looking into improvement opportunities.
It truly is and should be a group effort, to ensure all departments are included and for buy-in from the staff.
Sylvie:You might want to look into https://www.arma.org/. Maybe reach out and connect by email first...I think the associate membership is $75 a year or something. They have a discussion forum amongst retention professionals that seems to be super active and helpful. If you have to do a lot of retention/ information stuff the info governance staff I've chatted with all seem to belong to it and use it...
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