“When the E-Doc is the Official Record: Developing Procedures and Determining What to Do with Paper”

Join me in Ottawa on January 23, 2013 at Infonex’s Managing E-Records in Canada’s Public Sector conference as I co-present “When the E-Doc is the Official Record: Developing Procedures and Determining What to Do with Paper” with Iona Mitchell from the Ontario College of Teachers.

This case study will explore how the Membership Records Unit is implementing a new policy declaring the electronic document the official document of the College.  It will also discuss new/revised protocols and processes for managing paper source documents including scanning standards, quality assurance, security, and disaster prevention and recovery.  And it will address the disposition of paper documents that were digitized prior to the development and implementation of the new/revised procedures.

The early bird registration deadline (a $300 savings) ends on Friday (Dec. 21).  For more information or to register, please visit http://www.infonex.ca/1047/overview.shtml


Jan 23, 2013


2:45 pm - 3:45 pm


Holiday Inn & Suites, Downtown Ottawa
111 Cooper Street
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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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