|
Create and Capture - Guidelines on better
recordkeeping
Section 1 - Introduction
| Records are either automatically
created as a part of transacting business or need to be deliberately
created once a business activity is complete. |
Doing business sometimes results
automatically in a record being created. For example, when we transact
business via email or letter we create a record that can subsequently
serve as evidence of the transaction. Other transactions in which records
are routinely generated include the forming of contracts, submitting draft
documents for approval, and sending invoices.
Other business activities do not, by themselves, result in the creation
of records. In these cases a record must be made on purpose because the
nature of the work does not automatically result in a record. For example,
minutes are deliberately produced to document the decisions made at formal
meetings. Other examples of activities or transactions that do not necessarily
result in records include making oral decisions and commitments, providing
advice over the telephone, and receiving funds through the mail.
Link
to full citation details
|
