Good afternoon,

I have used The National Archives Self-Assessment tool and found it to be very beneficial in identifying any issues with our Records Management policies and procedures. It can be found here:

http://www.nationalarchives.gov.uk/information-management/manage-information/planning/records-management-code/assessing-records-management-public-authorities/

It is also a downloadable spreadsheet which scores your organisation in various areas.

I do not know if TNA offer free audits.

Kind regards,

Craig Pechkaytis

Records and Information Officer

Eden Project

Bodelva, Cornwall, PL24 2SG

T: 01726 811907

M: 07736 657645

W: www.edenproject.com

Registered Charity No: 1093070

“Any information you divulge on Facebook, Twitter or any other Public Social Network is fair game”

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From: The Information and Records Management Society mailing list [mailto:[log in to unmask]] On Behalf Of Virginia Power
Sent: 28 September 2015 11:05
To: [log in to unmask]
Subject: Re: Did the UK National Archives offer Free Records Management Audits in the past on request?

Hi Lawrence

I am sure that someone from TNA will contact you (I don’t know the answer to your question, so I would also be interested to know!).

I appreciate that you are looking for something quite comprehensive and detailed in terms of a records/information audit.

However, in the interim you might find the following link useful from Jisc Infonet (now just Jisc) that looks at Records Management in terms of a free maturity model that you can download. It is a spreadsheet that you use to score your organisation at various levels of maturity and is very useful indeed. There is an accompanying guide to its use which is also very comprehensive. Although originally aimed at the FE and HE market I think we can all agree that records management is key for all of us!

http://www.jiscinfonet.ac.uk/tools/maturity-model/

Kind regards

Virginia

Virginia Power

Graduate Tutor/Researcher in Information Science & Management

Faculty of Environment and Technology

University of the West of England

Room 2Q19 (Monday to Wednesday; Thursday and Friday are Research Days)

0117 3287921

07773 773228

From: The Information and Records Management Society mailing list [mailto:[log in to unmask]] On Behalf Of Lawrence Serewicz
Sent: 25 September 2015 18:15
To: [log in to unmask]
Subject: Did the UK National Archives offer Free Records Management Audits in the past on request?

Dear All,

I need your help. I vaguely recall that the UK National Archives used to provide a free records management audit for organisations. Do you know if they still do this? If so, has anyone ever gone through one? If you have, was it a useful exercise?

I recall having a chat with a National Archives representative at a conference, at least 7 years ago, where this came up. The person explained that when they did these audits they started with the filing clerk and then worked their way through the organisation to the top. Usually they found the senior people had no idea how much time was required to find the documents that they always had to hand. As a result, the National Archives audit always revealed the gap between the reality and the appearance.

Any help on this would be appreciated as it is something I want to understand as a viable option.

Thanks

Lawrence

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