Image: The Texas Record, Texas State Library & Archives Commission
When reviewing large amounts of records, it is recommended that you begin by grouping records by type at a high level before doing item level review. For example, label or physically group all personnel records to start. Then get more granular to review individual items based on the Records Retention Schedule.
The following prompts can help guide your records management review project. Whether you are trying to clean out a storage room, deal with a messy shared drive, or handle just a few boxes of records, ask yourself these questions as you go:
Use the following project ideas to get ahead on records management and improve organization of records in any format.