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3 Tips in 15 Minutes: Move Your Records Storage and Tracking Out of Spreadsheets and Email

Cindi Mansell, veteran records manager, brings to light the critical flaws in using spreadsheets and email to manage records requests. If you struggle to get support to purchase appropriate tools to do your job as records manager, this overview and the accompanying materials can help! Get the clarity you need to help communicate the challenges and risks of relying on spreadsheets and email, including:

  • The 1 to 1 nature of spreadsheets for tracking
  • Assigning requests, reminders, and the importance of meeting deadlines
  • Capturing proof of compliance without an audit log
  • Email retention and search nightmares
  • Tracking numerous dates, times, and actions…and the importance of notes
  • Hurdles in generating reports on employee workload and time spent fulfilling requests
  • Invoicing and payments tracking
  • Consistency in responses and documents released
  • How these challenges and risks can lead to litigation, hearings and bad PR

Tuesday, May 31

12:00 p.m. EST/9:00 a.m. PST

Are Email & Spreadsheets Leaving Agency Records Requests Exposed? Read more here.

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