Contact Us
Needs Assessment Form Online
Home

Records Management Needs Assessment Form

Thank you for taking the time to complete this form. Please be as precise as possible in your responses so that we may prepare a customized solution for your organization. Please keep in mind that a representative from Centerstone would be happy to assist you with this. Just call us!

Name *
Company
Title
Address
City
State
   Zip
Phone
E-mail Address *
* Required Fields

1. Do you have a records retention policy?
Yes No

2. Do you have a records manager?
Yes No

3. Are you currently using an outside vendor to store your records?
If so, skip to question 6.
Yes No    go to question 6

4. How many cartons are you storing in your building?

a. How many of these are "letter" size cartons? (12x10.5x24)

b. How many of these are "legal" size cartons? (15x10.5x24)

c. How many of these are "X-ray" size cartons? (20x15x6)

d. How many of these are "check" size cartons? (24x10.5x4.5)

e. How many of these are other sizes?  Size:   Qty:

5. How many employees do you have who are involved in the management of records? This may include people who have to search for records, people who have to deliver records, people who have to box up records and etc. (This is in addition to the records manager in question 2.)

6. Do you have records in:
Hard Copy Electronic Tape Microfilm

7. If currently using an outside firm to store your records, how often do they deliver to your organization?

8. Do you have access to an electronic inventory of your records?
Yes No

If so, can you generate reports from this inventory?
Yes No

9. How often are you accessing your stored records?

10. What is your method of record destruction?

 

Thank you for completing this assessment. Your information will be held in the strictest confidence and will be used to design a program that delivers value, service and information to your organization.