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Records Management

Records Management. Keith Gregory Records Manager NHS Purchasing and Supply Agency. NHS PASA. Executive Agency of Department of Health Established April 2000 333 staff No records centre. Why do we need ERM?. Because wanted to meet the targets in Modernising Government

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Records Management

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  1. Records Management Keith Gregory Records Manager NHS Purchasing and Supply Agency

  2. NHS PASA • Executive Agency of Department of Health • Established April 2000 • 333 staff • No records centre

  3. Why do we need ERM? Because wanted to meet the targets in Modernising Government Because we had to be able to meet the challenges thrown up by Freedom of Information Act Because we needed to bring in a structured system to replace the chaos become a centre of knowledge, expertise and excellence have building blocks for knowledge management

  4. First stage • This is when the hard work starts • Implementation plan • Functional requirements • Choosing the software • Working group

  5. Software arrives! • This is when the hard work starts • Training • Corporate file plan • Retention and disposal schedule • Project board • Pilots

  6. Roll out : Is it mandatory? • This is really when the hard work starts • Carrots and sticks • Staff guidance • Communication • Email management • Access rights and privileges • Training of rest of staff

  7. Lessons learnt • Senior staff commitment • Change management • Resources • Skills and knowledge • Self motivating • Bigger task than ever thought

  8. sharing information, knowledge and • ideas with colleagues across the Agency and elsewhere • helping each other • changing the way we work so that good practice becomes common practice Electronic Records Management values What is it about?

  9. Questions • Any questions?

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