Some organizations may retain records up to six years whilst others less amount of years. Maintaining records also refers to the amount of time that records can be maintained. Project managers need to ensure that the records are returned in the way it was borrowed. #Pear note record call manualStoring of records could refer to manual storage of documents as well as digital storage. Proper compliance procedures and security measures need to be in place to avoid misusing of records. The access levels to the records should be defined at this stage and should take all necessary steps in order to avoid the records getting into the wrong hands. Who is responsible for storing the record?ĭeveloping an operation to store the records refers to maintaining the records. Who will be the final owner of the record? When it comes to creating records, the following questions should be answered. The primary objective of project record management is to determine the flow of the record handling once the record is created. This could be for a receipt or for an inventory control report or some other reason. This refers to the underlying reason as to why the record is being created. Let's have a look at each of the stage in detail. These stages have many other activities involved in order to complete and accomplish the objectives for each stage. In the project record management process, there are three distinct stages. These should be done across all record sources such as e-mails, file servers, etc.Ī system, which captures the record data.Ī system, which ensures monitoring and reporting in the way which records are being held. This will ensure that team members are fully compliant.Ī method, which collects out dated documents. The time period for retention and storage.ĭisposal or protecting records, which relate to external events.Ĭontent analysis, which states or describes the record system.Ī file plan, which indicates the kind of record that is required for each project.Ī compliance requirement document, which will outline the IT procedures that everyone needs to follow. The type of information that should be recorded. A-Z of Project Record ManagementĪ record system is a systematic process in which an organization determines the following considerations, activities and characteristics: Record management is a systematic approach for organizing, planning and tracking documents during the course of the project execution. These controls involve proper and effective recording of project management activities. Project management also means using controls in place to meet the deadlines and other requirements such as cost of the project. Project management is an approach, which helps managers to manage the projects.
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