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Managing Case Files

Case files come in many different forms: legal files, personnel folders, student records, real-property files, among others. They also have many similarities: they are difficult to manage, they contain a variety of materials, many of them are confidential, and handling their disposition is often complicated. This webinar is intended for anyone who is responsible for managing case files and interested in improving the management of those records.
 
This presentation will:
 
  • Identify pitfalls and benefits associated with case file management
  • Consider methods to improve access
  • Show how case file retention schedules can simplify disposition
  • Examine modern storage equipment and filing strategies
  • Evaluate benefits of digital imaging and electronic case file management

 

This webinar is produced through the State Archives Documentary Heritage and Preservation Services for New York program.

Workshop Type: Webinar
Intended Audience: Local Governments
Workshop Topic: Files Management & Active Records


For more information on this workshop, please contact us at archtrain@nysed.gov.