IG + RM within a color wheel

Information Governance and the Records Lifecycle

by Erica Rice When we talk about records management on this blog, we often use the “R.I.M.” or “RIM” acronym as a shorthand way to refer to the “records and information management” field. Records management (RM) is no longer a siloed discipline; RIM practitioners need to manage records within the entire information landscape of their…

Remote Training

Creating Records at Home, Part II: Zoom

by Erica Rice Continuing our series on “Creating Records at Home” (Part I covered Microsoft Teams), let’s talk about what to do with records created in videoconferencing platforms like Zoom. Many readers may be getting questions from their staff about what to do with their Zoom recordings and chat logs. Are they records, and if…

Teams

Creating Records at Home, Part I: Microsoft Teams

by Erica Rice [Edited 7/16/20: This post was updated to include new information about applying retention policies in Teams.] The great Dr. Patricia C. Franks once wrote, “Records and information managers who understand the way work is conducted in their organizations have a better chance of identifying and providing intellectual and/or physical control over the…

Personnel File Bucketing

The Personnel File: Retention & Best Practices

by Erica Rice Every state agency and local government creates and maintains employee records.  Often maintained in individual files for each employee, the personnel file is added to regularly throughout its active life, and it may often be consulted during its long inactive life.  We create and use personnel records to hire, re-hire, train, evaluate,…