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Ensuring easy access to records is clearly a central goal of any successful RM program, and there is a lot of buzz around how metadata can significantly improve the efficiency and usability of searching for records.

This month we’re featuring the first of two white papers on “How Metadata Works with Records Management”. In part one, “Understanding Metadata and What it Means for Your Organisation,” we look at what metadata is and the opportunities it presents. Part two, available next month, will outline an action plan for successfully implementing it in your organisation.

This month’s edition of OnRecord also has a great webinar on the ever-popular topic of records retention. It summarises the key requirements you need to keep in mind, along with critical questions for you to consider when addressing them.

We value your feedback. If you have any questions, or want to discuss any of the issues raised in this newsletter, please get in touch.

1.  How Metadata Works with Records Management Part I

Understanding Metadata and What it Means for Your Organisation

As a records management professional, you’ve probably heard the term metadata being used a lot. But what does it actually mean and, more importantly, how does it apply to your RM program?

Simply put, metadata provides a more effective way to classify electronic and physical information in order to decrease retrieval times, prevent duplication and make your overall records management program more efficient.

To help you make sense of metadata, we’ve put together a two-part whitepaper series. In part one, you will discover:

  • How metadata applies to records management
  • Real-world scenarios
  • Why metadata improves folder structure and hierarchies
  • How the same records can be retrieved using different search terms
Download this great resource here, and be sure to watch for part two in next month’s issue.



2. Get the Real Facts about Retention—Watch Our Webinar

Although records retention is a critical part of any RM program, there are often a lot of misconceptions about key aspects of this integral practice.

Our parent company TAB put together this webinar to bust some of the myths about retention rules and compliance requirements. It will clear up common misunderstandings and outlines an action plan to help you develop the right processes for your organisation.

Watch the full webinar now!


Top Downloads
1. Tips for Developing and Applying a Functional Classification System »  
2. File Classification Made Easy »


3. Head: Metadata Made Easy with TAB FusionRMS

Using metadata to efficiently search for and retrieve information is simple with TAB FusionRMS!

Our records management system automatically prompts users to attach the appropriate metadata whenever a new record is entered, allowing you to efficiently locate, authenticate and manage all of your physical and electronic records. Commonly used terms and phrases can be identified by system administrators to simplify and standardise metadata, which greatly improves search capabilities and the overall user experience.

TAB FusionRMS also uses metadata to help you track physical records by classifying information in indexing tables that itemise folders, boxes and paper documents. This capability unifies the entire spectrum of today’s records management requirements into one comprehensive and easy-to-use system.

Visit our website to learn more about TAB FusionRMS!


4. What Your Colleagues Are Downloading

Want to know what your colleagues are reading? Here are some of our popular downloads.

Tips for Developing and Applying a Functional Classification System

Most organisations generate a variety of records for a lot of different processes, departments and collections. Keeping these records organised is critical to successful day-to-day operations, and using a functional classification system allows you to do this by creating a process for effectively and systematically categorising all of your various types of records. This provides a clear and efficient way to file, archive, retrieve and identify information.

In this resource, you’ll get great tips on things like:

  • Classifying your records the right way
  • Effectively determining what records need to stay and what can go
  • Factoring retention schedules into the mix
  • Applying it to your collection
Click here to get this helpful tool.

File Classification Made Easy

Is your filing system falling short? Is it taking too long for employees to get the information they need?

If so, we have a great resource for you. We’ve put together six simple and easy to follow steps to help you put the right classification system in place. You will learn what classification is, why it is important and how to:

  • Find the best way to start categorising your files
  • Simply subdivide your categories
  • Keep your system consistent
  • Build a “retention friendly” filing system
  • Use codes to make it easy to find files
  • Deploy colour coded files to cut retrieval time
Get this resource here.

August 2011: In This Issue
Whitepaper: How Metadata Works with Records Management, Part I

Get the Real Facts About Retention—Watch Our Webinar

Metadata Made Easy with TAB FusionRMS with Your Needs

What Your Colleagues Are
Downloading


Top Downloads

Tips for Developing and Applying a Functional Classification System »

File Classification Made Easy »


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