[Note: This was a forum post to the Records Management Section list on SAA’s site that got a little out of hand. Rather than clog everyone’s mailbox, I decided to post it here. The fact that I can add Futurama GIFs to posts here, and not on SAA Connect, had absolutely nothing to do with this decision (he said, unconvincingly.)
For your reference, the original question:]
I’m interested in ANY AND ALL advice you’ll give me on forms and procedure for transferring records to a Record Center.
Our Records Center is revising the information that we ask for from our departments when they transfer records to us for storage, scanning, and/or destruction. I’m interested in seeing your version of a Records Center transfer form.
Do you ask for information at the box level, file level, or both? Do you require a full inventory of each box transferred? Why or why not?
With complex records policies, I’m concerned about overwhelming our customers with another complex form. What methods have you used to educate your users on how to transfer records to your facility?
Thanks for your help!