Records Management Pre-Inventory Survey

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We include this Records Management Pre-Inventory Survey in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

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How do you write a Records Management Pre-Inventory Survey document?

Records Pre-Inventory Survey

The following are interviews conducted with key individuals who support the organization's records.

Date prepared: Current Date

Office maintaining the files:

Person conducting the inventory:

Person completing the survey:

Pre-Inventory Survey Questions:

Department Questions:

Function of the Business Unit:

What is the function of the business unit? What programs and activities does this business unit oversee? What business units are responsible for developing policies?

Who will be the department liaison for the records inventory? What are the duties of staff activities?

Organizational Questions:

Where are most documents stored? What policies or individuals are tasked with managing content for this unit? Are policies and procedures current?

Is there a document management system used by the department? Are records secure from loss?

Regulatory Questions:

Are there external agencies that provide guidelines and feedback for regulations related to records? Are there any legislative requirements for creating or maintaining records? Are there guidelines for destroying records?

Is the department subject to audits? Does the department have existing records management policies? Is there a departmental records retention schedule? Does the department have a classification or file plan?

Does the department provide training to employees on record creation? What is the level of understanding for individual responsibilities regarding records management?