Records Management Essentials

Home        Records Management Essentials        2. Basic Records Management Principles

2. Basic Records Management Principles

Records management is the “field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use, and disposition of records, including processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records.”1 A records management program provides intellectual and physical control over the records produced, maintained, and disposed of by an entity in the course of fulfilling its business functions. In addition to the legal requirements for establishing a records management program discussed in section one, there are many practical reasons to organize and use a good records management system.


2.1. Benefits of establishing and maintaining a records management program

2.2. Analyzing and assessing your records

2.3. Understanding the functions of your agency and the records you should create and maintain

2.4. Scheduling the lifecycle of your records

2.5. Managing record formats

2.6. Essential records and mitigating against loss



1ISO IS 15489-1:2001(E): Information and documentation – Records management – Part 1: General, 3.16. International Organization for Standardization, Geneva, Switzerland, 3.