As Information Management put it, "On the strength of its currency and coverage alone, Franks' book is poised to take over as the recommended go-to reference for both students and RIM professionals for many years to come." The new second edition cements this work's status as an up-to-date classic, its content updated and expanded to address emerging technologies, most notably blockchain, and evolving standards and practices. Inside, Franks presents complete coverage of the records and information lifecycle model, encompassing paper, electronic (databases, office suites, email), and new media records (blogs, chat messages, and software as a service). Informed by an advisory board of experts in the field and with contributions by noted authorities, the text addresses such key topics as
Records And Information Management Book Pdf
This book's authoritative blend of theory and practice makes it a matchless resource for everyone in the archives and records management field. Instructor/trainer extras include a set of ready-to-go, customizable PowerPoint slides to accompany the text.
Records and Information Management is an exhaustive guide, designed especially for information management, legal, and accounting professionals. It provides a complete reference to the principles and practices of information management and to the legal obligations of Canadian businesses to retain documents and files. This book deals with a wide range of issues related to management, retention, accessibility, value and permissible destruction of business, and professional records under federal and provincial statutes, international standards, and recognized best practices.
Purpose: In keeping with the Federal Records Act of 1950, as amended, and pursuant to Title 44, U.S. Code (USC) 3102, the IRS established a records management program - renamed Records and Information Management (RIM) Program - to ensure the economical and efficient management of its records. The program provides for the application, on a continuing basis, of sound management practices and techniques in the creation, maintenance, retrieval, preservation, and disposition of all records. All IRS records are required under statute to be efficiently managed until final disposition.
Program Owner: The Records and Information Management (RIM) Program, under Privacy, Governmental Liaison and Disclosure (PGLD) is the program office responsible for oversight of the Servicewide records management policy.
Major goals of the program are to furnish accurate and complete information when required to manage and operate the organization, and to provide information and records storage at the lowest possible cost. The mission of the RIM Program is to provide guidance and oversee related functions and processes which ensure that IRS records are available where and when they are needed, to whom they are needed, for only as long as they are needed, in order to conduct business, adequately document IRS activities, and protect the interests of the federal government and American taxpayer.
Permanent Records are appraised by NARA as having significant historical or other value warranting their continued preservation by NARA beyond the time they are needed for administrative, legal, or fiscal purposes. Permanent records document the organization and functions of the IRS, contain fundamental information on programs or activities within the IRS, or are important in the long term to protect the rights and interests of the IRS, the federal government, or its citizens.
Vital records are those records considered essential to the continued operation of the IRS before, during and after an emergency or disaster. They can also be records essential to protecting the legal and financial rights and interests of the IRS and the individuals directly affected by its activities. Vital records will be typically identified in the course of Continuity of Operations (COOP) carried out in the context of IRS emergency management. This type of vital records planning is mandatory. See 36 Code of Federal Regulations (CFR) Part 1223, Managing Vital Records at -2011-title36-vol3/pdf/CFR-2011-title36-vol3-chapXII-subchapB.pdf.
Various materials brought to or accumulated in the office that relate solely to family matters, outside business pursuits, professional activities. Such items could consist of family/personal correspondence, volunteer or community service records, literature from professional organizations, and manuscripts or drafts of articles and books.
Calendars or schedules of the Commissioner or the Deputy Commissioner, or other IRS senior executive positions which document daily, official activities are historical (permanent) records. Refer to Document 12990, Records Control Schedules, RCS 8, Administrative and Organizational Records for more information.
Electronic records are records that are stored in a form that only a computer can process. Electronic records are also called machine-readable records. These records are defined as numeric, graphic, audio and textual information, recorded on any medium (e.g. magnetic, tape, optical disk, or CD-ROM) and which satisfy the overall definition of a record. Review 36 CFR Part 1236 at -2011-title36-vol3/pdf/CFR-2011-title36-vol3-chapXII-subchapB.pdf.
IRM 1.15.6, Managing Electronic Records covers the creation, maintenance and use, and disposition of federal records created by individuals using IRS electronic information systems, laptops and desktop computers, including electronic mail (email) applications.
As the IRS establishes more offsite or satellite work locations and work-at-home situations, the emphasis on proper IRS records management, irrespective of location, is appropriate. Specific laws and regulations were enacted, which govern the management of federal records versus personal documents. Regardless of their location, federal records are subject to the disposition authorities in Records Control Schedules, Document 12990 and in General Records Schedules, Document 12829.
All Records Control Schedules are available through Electronic Publishing via the IRS intranet by using the search feature to Find a Product at , or from the Records and Information Management SharePoint at =records management.
The Records and Information Management SharePoint at =records management has two disposal calculation charts--Calendar and Fiscal Year--for use in determining when records should be destroyed. The Records Management Process Awareness Guide, on the Records and Information Management website is another resource.
To obtain a disposition authority, a written request or recommendation sent through your Records Specialist to the IRS Records Officer is required. Your office must have primary control or authority for the records series for which you are requesting disposition authority. Your request must include the following information:
In summary, registries are patient-centered, purpose-driven, and designed to derive information on defined exposures and health outcome. In contrast, EHRs are visit-centered and transactional. Despite these differences, EHRs capture a wealth of data that is relevant to patient registries. EHRs also may assist in certain functions that a patient registry requires (e.g., data collection, data cleaning, data storage), and a registry may augment the value of the information collected in an EHR (e.g., comparative safety, effectiveness and value, population management, quality reporting).3
The increasing semantic and syntactic interoperability among healthcare providers is a major driver for EHR-linked registries. EHR-linked research registries often use application programing interfaces hosted by healthcare providers to extract and share standardized EHR data and then use semi-automated approaches to merge the EHR data with existing registry records. Moreover, bi-directionally interoperable EHR-linked registries may also serve an important role by delivering relevant information from a registry back to a clinician (e.g., natural history of disease, safety, effectiveness, and quality).
Similarly, routine records are also being collected in some form in many countries in Europe though generally with less national coverage than in England, with non-exhaustive list including Netherlands,78,79 Italy,79,80 Scotland,81 Germany,82 France,83 and Spain.84 In North America, routine health records from a single-payer system are maintained by provinces in Canada;85 and, increasingly, in Asia, including South Korea,86 and Taiwan.87 Although not originally established for research, routine data have been playing an increasingly important role in studies of health and disease, including post-marketing risk-management commitments. 2ff7e9595c
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