preview

Unit Three: Principles of Managing Information and Producing Documents

Better Essays

Unit three: Principles of managing information and producing documents Assessment You should use this file to complete your Assessment. • The first thing you need to do is save a copy of this document, either onto your computer or a disk • Then work through your Assessment, remembering to save your work regularly • When you’ve finished, print out a copy to keep for reference • Then, go to www.vision2learn.com and send your completed Assessment to your tutor via your My Study area – make sure it is clearly marked with your name, the course title and the Unit and Assessment number. Please note that this Assessment document has 5 pages and is made up of 4 Sections. IMPORTANT: All attachments referred to within this assessment …show more content…

Archiving – dependant on the Record type, will define for how long the record should be archived before it can be destroyed. The retention period is determined by referring to the retention schedule (Appendix 3) • Archiving (Electronic based) Within our organisation there is no process required for us to archive our emails, as this is automatically done and managed through our email programme. For other electronic documents there is a specific process to be followed: All records need to be logged on the appropriate Business Log with all relevant information and the folder appropriately names with the destruction date at the end. The files themselves are not actually archived but continue to be held on the electronic drive until the destruction date. • Archiving (Paper based) 1. Use the standard filing boxes 2. Do not store non-relevant records 3. Complete the box label (include the destruction date as defined by the Retention schedule) 4. Remove the Bank’s copy of the bar code 5. Stick the bank’s copy of the bar code to the Master Record Form 6. Use the bar code Master Record Form to record what is in the box and its destruction date. 7. Contact the Barclays National Records transport department to organise to collection of your archive boxes. 8. Send a copy of the Master Record Form to the Barclays National Records Department,

Get Access