Records Management: A Quick Guide

Records Management: A Quick Guide


Records management is an important part of project management, as it helps control the current project and set the stage for future projects. It is a systemic process that gives people access to the project records for future use through organization, planning and tracking throughout the project execution. Records are documents that outline the details that are relevant to the project and require monitoring to manage the project. When approaching records management, it is important to determine the type of information that should be recorded and the process for recording data. The creation of a compliance requirement document is necessary to outline the procedures that the project team must follow to make sure everyone is compliant.

ProjectManager is work and project management software that has one-click reports that capture project data in real time and can be filtered to show only the information you want to see. The record manager is a project management position responsible for organizing and managing the physical and digital records related to the project. They are responsible for accurately, securely and effectively managing information received and produced by the project. Depending on the project and the organization, the record manager will establish and oversee a records management system, develop, maintain, verify and evaluate existing systems, and produce various reports. They are also responsible for following financial, legal and administrative requirements and regulations, and archive or destroy records and make sure saved records are accessible.