Personal Records / Document Management

Personal Records / Document Management

Document Control and Records Management Training ADCTIC Document Control and Records Management Training ADCTIC

Document Control and Records Management Training ADCTIC

DMS Trainer & Consultancy, Documentation Audit & Risk Mitigation, Disaster Recovery and Business Continuity , Digitalization ,Compliance & Governance , DMS Software Evaluators and Implementation Specialists

发布日期: 2019年8月27日
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I have observed that many archivists or Document Management Professionals do a great job in their profession but they fail in maintaining their own records.

They even sometimes could not retrieve their own records instantly.

We all need to prioritize and spend a day to make this happen.

Below records are a few examples of Records/Documents to be maintained all the time.

1-National/Social Identity Card ( In India Aadhar Card)

2-Passport/s

3-Birth Certificate/Death Certificate

4-Voter's Card

5-Bank Details

6-Credit and Debit Card Details

7-Ration Card

8-Share /Bonds/ Mutual Funds or Investment Documents

9-Property/Real Estate Records / Flat Agreements

10-Education Certificates

11-Professional Certificates/Awards

12-Marriage Certificate / Divorce Certificate

13-Funds Management Records /Saving Certificates

14-Selected Photos for Remembrance

15-Life Insurance Policies/Health Care Policies

16-Car Insurance17-BankSaving Accounts

17-Company Registration or Trust Agreement

18-Income Tax/Property Tax Details & Tax Returns

19-Pension Plans/Retirement Plans

20-Personnel Master Records/Document Register

21-Your Will Draft or Final Will

22-Safe Deposite Lockers Details

23-Kids and Spouse Records as above

Everyone needs to maintain the records in hard and softcopies with a properly secured password in a folder like Digi Locker in Cloud or in own Laptop with secured password.

Renaming the scanned file exactly as the same as the records for easy retrieval, storage and transmitting it.

It's advisable to scan records in PDF/A format for longevity.

Rajendra Salunke

DOCUMENT AND RECORD MANAGEMENT CONSULTANT/TRAINER/AUDITOR/GAP ANALYSIS

5 年

haha..good record system

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