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,
• The first thing you need to do is save a copy of this document, either onto your computer or a disk
• The first thing you need to do is save a copy of this document, either onto your computer or a USB drive
Please note that this Assessment document has 8 pages and is made up of 3 Parts.
• The first thing you need to do is save a copy of this document, either onto your computer or a disk
Timescales – as I have not been presented with the table data, I will need to find the relevant information. Depending on how much data there is and where this data can be found, it may cause a problem of the deadline of
Any other types of record must be disposed of in a manner that results in the permanent damaging of the information which prevents retrieval or reconstruction of the
When and if the time comes to destroy old documents, be sure that the forms are shredded with a crosscut shredder, or digital information is stored using software that is protected
l. If transactions are deleted, annotate the supporting documents with the status (i.e. duplicate, no action required, incomplete-return to unit, et.) and return to unit using a discrepancy letter.
As a rule, records ought to be held in dynamic office ranges just the length of they serve the quick regulatory, lawful, and monetary purposes for which they were made. Based upon the Corporate Records Retention Schedule, when records no longer fill these needs, they ought to either be exchanged to the Records Management Department for capacity until their endorsed maintenance period has lapsed, or discarded and a Disposal Notification sent to the Records Management Department. Finman's Records Retention Policy and Schedule are of little advantage unless they are connected reliably and are stayed up with the latest. Along these lines, every branch of Finman, through their Record Coordinators, is in charge of guaranteeing that legitimate maintenances are implemented for their individual records. Moreover, every office is in charge of consistently looking into their segment of the Schedule and telling the Records Management Department of any required overhauls or
Principles used (for example, number and understanding of concepts referred to, their influence on the structure of this paper, number and correct citations of references, use of appropriate jargon)
With United Parcel Service, I oversaw the imaging and record retention of various export documentation. Export documents were scanned using high-speed scanners for global online retrieval through the Stored Image Repository
Building owners have realized the value of inspection records in some cases only after terminating a service provider. Then, finding the service provider demanded a significant fee to transfer the electronic records, the transfer request was ignored, or the data which was the centerpiece of expensive multiple year service agreement was upon closer inspection, kept in a unusable data format, or was built specifically for the firm using it.
OIB staff involved in the collection, holding, processing or use of personal data must cautiously consider means to destroy such personal data when it is no longer required for the purpose for which it was used. Furthermore, when destroying storage holding client personal data, OIB staff must take necessary steps to ensure that the client personal data is destroyed and cannot be recovered as a result of the disposal.
My role is to ensure that all file destructions are conducted in accordance with the Firm’s Retention Policy.
We will usually destroy personal information that is held in paper and electronic form seven years after our relationship with the individual ends (unless that information is contained in a Commonwealth record, or we have to retain it by or under an Australian law or a court/tribunal order). We will do this by shredding paper copies and deleting electronic records containing personal information about the individual or permanently de-identifying the individuals within those records.