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Document Management
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ARMA Resources on Document Management

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Document Management

Your ARMA International Resources

Document Management Defined

Document management is the practice and process of ensuring consistent control of organizational documents. It is a subset of all organizational content (which is a subset of all organizational information) through a defined lifecycle starting with its conception or capture through to its archival or disposition. Document management is the tactical execution of the organizational strategy for documents.

ARMA Guide to the Information Profession

Definitive ARMA Resources

 Records and Information Management Core Competencies, 2nd Ed. (PDF)

RIM Core CompetenciesRecords and information management (RIM) professionals at all stages of their career can use Records and Information Management Core Competencies, 2nd Ed. to identify their proficiency in each of six defined domains: Business Functions, RIM/Information Governance Practices, Risk Management, Communications and Marketing, Information Technology, and Leadership.

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 Job Descriptions for Information Management and Information Governance (PDF)

Glossary of RIM TermsBased on Records and Information Management Core Competencies, this publication is a guide for creating effective records and information management (RIM) job descriptions at four different levels – from entry to executive.

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 The ARMA Guide to the Information Profession

The ARMA Guide to the Information ProfessionThe ARMA Guide To The Information Profession (originally, the Information Body of Knowledge [InfoBOK]) is the community-driven open source body of knowledge for the Information Profession. An Information Professional is anyone who, for one of their major job tasks, manages or governs information (content, data, documents, knowledge, or Records), the systems that contain information, or the policies and practices by which information workers must abide.

The ARMA Guide To The Information Profession ("ARMA Guide") establishes the major areas of knowledge which must be attained to successfully be an Information Professional and provides a common terminology, understandings, and strategies amongst the various sub-disciplines of the Information Profession.

The ARMA Guide is also available in an expanded version with commentary, analysis, and put in the larger context of a comprehensive understanding of the Information Profession in the book INFORMATION: The Comprehensive Overview of the Information Profession by Nick Inglis, also available through ARMA for purchase.

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 Modernizing Document Management Webinar

Document management (DM) has been around for decades, but many organizations still see it the way it once was. The fact is, DM is an essential part of the information ecosystem – not just a standalone application – and it must be viewed in a more holistic sense.

With recent enactments of regulations like GDPR and CCPA, the time is now to rethink and modernize your approach to document management and your information ecosystem so you can align your compliance programs, better manage your risk, and take optimal advantage of technologies that enhance your operational capabilities.

Presenters for this webinar are Bob Larrivee and Randy Sanders.

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Document Management Key Points

  1. Document management is a sub-discipline of content management, so it should take its primary direction from content management efforts.
  2. Document management is not exclusively a scanning or mail room effort, but it may include those efforts.
  3. Document management should be the tactical execution of document governance. However, document governance does not in exist in most organizations. Consequently, document management efforts must look to extend from content management or information management efforts.
  4. In many organizations, document management is often over-scoped to include content management, or it includes strategic decision-making that should be included in document governance, a practice that doesn’t exist in many organizations.

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