Decide what methods and topics will be used to teach lessons.
As much as we try to reduce our use of paper in today’s resource-consuming society, businesses and customers alike require, and benefit from, a paper trail. Bank statements, purchase receipts, and warranty information must be accessible and organized enough that they don’t get lost on someone’s desk. That’s where the Records Management Analyst comes in.
As a Records Management Analyst, you take a holistic snapshot of a business’s recordkeeping practices. You begin by analyzing the need for certain forms, and considering whether those forms could be just as useful if they were computerized instead of printed and stacked in the back room. A Records Management Analyst position also requires you to examine whether the current system offers adequate security for the business and customers.
Document retention is another area within your expertise. Not only do you consider a variety of ways to store different documents, but you also know how long each type of document must be retained to satisfy IRS Agents and company policies. That means while some documents will be scanned onto microfiche, others will retain their proper place in the file cabinet.
Because you have a vast understanding of the entire process, you might act as a Consultant for a variety of businesses or specialize in one type of industry, such as banking. You might also work freelance or be employed by a large organization. Either way, you evaluate the system, make suggestions for improvement, and assist with transitions.