City of Pacifica Records Clean-Up Day Staff Plan
Records Clean-Up Event Date: __________
This Form is Due to Your Department Records Coordinator By: _________________ Department / Division: ___________________________________________ Records Coordinator Name: _______________________________________ Records Coordinator Email: ________________ Phone: ______________ Person Completing Form: __________________ Date: ______________ Refer to Administrative Policy No. 8 “Records Management and Information Management Program Policy” which includes a detailed Records Retention Schedule by document type. Activities marked below should comply with the procedures and requirements set forth within this Policy.
Goals for Records Clean-Up Day (select all that apply):
Prepare paper records for destruction Email clean-up (delete unnecessary emails, move attachments to records repository)
Dispose of duplicate records / drafts Identify electronic records eligible for destruction
Prepare records for off-site storage Scanning / imaging of hard copy records to electronic form
Inventory / Organize off-site storage
records
Ensure website content is accurate and upto-date (remove outdated documents or pages from website)
File paper files File / upload records into Laserfiche
records repository
Develop file inventory Other: ________________________
Key Activities and Strategies:
What will you do to accomplish these goals? Be as specific as possible.