Bsi bip 0025 2 2002

Effective Records Management

Part 2 : Practi ca l imp lemen tation of BS ISO 1 5489 -1

Effective records managemen t —

Part 2 : Practical imp lemen tation

of BS ISO 1 5489-1

Ju l ie McLeod

Ref: B IP 0025-2 : 2002

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© British Standards Institution 2002 .

Reprinted 2003 .

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BIP 0025 -2 ISBN 0 580 39006 3

i

Con ten ts

Foreword i i i

1 I n troduction 1

2 Records and records systems 3

3 Des ign and imp lemen tation methodo logy 7

4 Too ls for manag ing records 29

5 Action p lan 33

Annex A (norma tive) Checkl ists 35

B ib l iography / References 45

Abou t the au thor 49

List of figures

F igu re 1 . F lowchart of ma in activi ties and ma jor ou tpu ts for step A:

pre l im inary investigation 1 2

F igu re 2 . SWOT ana lys is 1 4

F igu re 3 . F lowchart of ma in activi ties and ma jor ou tpu ts for step B :

ana lys is of bus iness activi ty 1 5

F igu re 4 . F lowchart of ma in activi ties and ma jor ou tpu ts for step C :

iden ti fication of requ i remen ts for records 1 7

F igu re 5 . F lowchart of ma in activi ties and ma jor ou tpu ts for step D :

assessmen t of existing systems 1 9

F igu re 6 . F lowchart of ma in activi ties and ma jor ou tpu ts for step E :

iden ti fication of strateg ies for satisfying records requ i remen ts 21

F igu re 7 . F lowchart of ma in activi ties and ma jor ou tpu ts for step F :

des ign of a records system 23

F igu re 8 . F lowchart of ma in activi ties and ma jor ou tpu ts for step G :

imp lemen ta tion of a records system 25

F igu re 9 . F lowchart of ma in activi ties and ma jor ou tpu ts for step H :

post- imp lemen ta tion review 27