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Key points

Our quick guide to records management.

What is a record?

Records are documents, in any form or format, that are needed by ¹û¶³Ó°Ôº because of the information they contain and the evidence they provide of ¹û¶³Ó°Ôº's activities. Information that fits this description should be filed as part of ¹û¶³Ó°Ôº's records management system.

Why should I manage my records?

To ensure the right record is available, to the right person, at the right time, at the least possible cost.

What should I file?

You should file any document that is important to you in your work for ¹û¶³Ó°Ôº, for example:

  • The final version of a letter, presentation, report, spreadsheet etc.
  • Non-routine emails
  • Minutes of meetings if you are the secretary
  • Documents you need to keep for legal reasons.

What should I do with information I am not sure about?

There will be times when you will need to exercise your judgement on whether or not you should file something. Ask yourself: would I or somebody else need this information in the future in order to understand properly the work to which it relates?

If the answer is 'yes', you should file it; if 'no', do not.

What should I not file?

Information that is of no continuing value to ¹û¶³Ó°Ôº's work, for example:

  • Working drafts, duplicates, junk mail, newsletters, notices, trade literature
  • Personal or local copies of records that are filed elsewhere
  • Routine emails such as invitations to meetings or acknowledgements

Where should I file information?

  • If paper, attach it to the file relating to that subject or case with the most recent document at the front
  • If electronic (including email), save to the folder on the appropriate shared drive.

When should I close a file / folder?

To manage your records logically, you will need to close files and folders at certain points. Generally, you should close them:

  • After a certain time period: five years for paper files, one year for electronic folders
  • When the business to which the file or folder relates has been completed
  • When a paper file becomes bulky and unwieldy - open a new part.