Services
This page describes some of our more commonly used services. If you have records and information management needs that are not included here, please do not hesitate to contact us to discuss your individual requirements.
Inspection Preparation
For business sectors that we specialise in, inspection by regulatory agencies such as the MHRA and FDA can be a worrying and dusruptive event for the company. We have direct experience of MHRA, MHLW and FDA inspections and can help you to prepare for your inspection by conducting a pre-inspection review of your records management systems. We have detailed knowedge of regulatory requirements for records management and can deliver standard or bespoke pre-inspection training for your staff to ensure they are aware of their responsibilities.
File Plans
Creation of a file plan for hard-copy or electronic records so that they are systematically and consistently organized in a way that assists their management throughout their life-cycle. Although this can be completed as a stand-alone activity, it is usually one of the first steps to develop a retention schedule and/or electronic records management system.
Retention Policies
Creation of a policy document that describes how a records management programme is implemented within your organization. This will usually include records in all formats, including emails and other electronic records, and will usually refer to your records retention and disposal schedule.
Records Retention Schedules
Creation of a document that identifies every record series or type within your organization and describes the authorised retention and disposition process for each series. A retention schedule is usually developed in line with business functions or processes. However, it can also correspond to subjects, your organizational structure or a hybrid of these.
Procedures
Creation of detailed guidance and procedural documents for processes governed by your records management programme. This could include, for example, standard operation procedures for maintenance of your retention schedule, development and roll-out of a training programme, maintenance of your records tracking systems, etc.
Creation of training programmes on records management topics, including Executive Briefings for Senior Management. We will also deliver your own in-house developed records management training programme on a regular basis and can customise courses to fit your organisation. We also offer brief seminars on Freedom of Information. All courses can be delivered on site or off site.
General Records Management Advice & Consultancy
General advice on a range of RM topics, including filing methodologies; strategies for off-site storage; electronic archiving; regulatory requirements. We operate a “
retained expert” programme which allows you to pre-purchase consulting time at preferential rates which can then be used in slots as small as five minutes as and when you need it. Click on the link for details.
Business Continuity Planning
Whilst we do not offer full Disaster Recovery & Risk Management services, we are able to perform a risk assessment of your organization in relation to your information assets and develop a business continuity plan that can be used in the event of a disaster.