Economics and policy; Eco-tourism; Education; Travel patterns; Travel and philosophy; Travel, medicine and health; Travel and technology; Travel as creative inspiration; Travel and identity.
Being a part of overall document management, records management allows a project manager to direct and control document flows throughout the project lifecycle, while ensuring that every single document or record serves the operational needs and helps teams capture and retrieve necessary information.
It creates a framework for running project activities and procedures and paves the way for analysis, lessons learned, historical reviews, etc.
I regard project records management as a consistent and continuous process that includes a range of steps and procedures to create, use and store various types and kinds of project records, files, documents, papers, sheets etc.
In this article I talk about the definition, importance and key steps of the process for managing project records. Definition Managing project records is an important responsibility of a project manager who must ensure that every document or file is properly designed, formatted, communicated, secured, stored, and archived.
The manager should also keep the records up-to-date and relevant. If to look at records management at the highest level, you may see that it is similar to a process rather than a responsibility.
So I regard it as a process which has certain inputs, consumes some resources, and generate definite outcomes. Project Records Management is a process of creating, directing and controlling document flows within a project, through using an administrative system, to provide effective development, versioning, filing, storing and retrieving of records, while ensuring that every record designed is utilized administratively and legally.
The process creates a framework for managing the project activities and delivering necessary information to teams.
As a process, project records management is characterized by the following items: By using systems and software the resourceyour teams can record activities and events and create documents.
They follow prescribed procedures for event recording and documenting the guidelines. Finally running the process allows you to develop necessary documentation, files and records the outputs.
In this regard, project records management seems to be cyclical — when records are created, treated, filed and documented. The process of managing project files and records is important because of the following aspects: Supporting ease and efficiency of the project activities Allowing teams can find required information you when they need Protecting the project data from unauthorized access and use Saving time and effort Reducing costs, including space costs Keeping files up-to-date and versioned Three Steps Below I describe the process as a three step sequence.
I personally use these steps to manage records and files within my projects.
Hope the information will be helpful for you as well. Create Project Files When you create a project file, you must be sure you do it in accordance with the standards and requirements of file management within your organization. For example, in my organization we have a file management policy stating how to create a project file, what system and tools to use, what file formats and extensions are preferable, who has authorizes for file creation, how to update filed records, and so on.
A file is to be created as early and quickly as possible. File content should have a structure that is as simple as possible.
When a project file is updated, a versioning number as well as the date revised should be added to the file header.
A file should be maintained with complete confidentiality; only authorized personnel can access the file and its content. File Project Documents Once you have created a file according to your file management policy and requirements, now you can proceed with filing project documents.
It means you must put all your documents and white-papers into respective files. Below I list the key documents and data you should add to your project files: Official mail and email correspondence, including letters, attachments, pictures Papers if project meetings.The term Management Dashboard defines a wide range of data reporting and visualization tools or dashboards that allow using various performance & efficiency measures to report on an enterprise’s ability to organize and coordinate its activities in accordance with certain policies and in achievement of pre-determined objectives.
Google Groups allows you to create and participate in online forums and email-based groups with a rich experience for community conversations.
Managing records on a project is an essential activity that makes it possible to handle and use project documentation in the way that ensure smooth capturing of documents and papers by seniors, team members, and other stakeholders.
Being a part of overall document management, records management allows a project manager to direct and control document flows throughout the project lifecycle. Example of a Team Moving Through the Five Stages Background and Team Members.
A team has been pulled together from various parts of a large service organisation to work on a new process improvement project that is needed to improve how the company manages and supports its client base. Here are main lists of learning materials in categories, however there is a lot more on this website than can be featured in the listings below.
The power of progress is fundamental to human nature, but few managers understand it or know how to leverage progress to boost motivation. In fact, work motivation has been a subject of long.