Records management guidance
This element of the Records Management Plan brings together a range of guidance and advice on the management of records.
Introduction
There's no specific requirement within the Public Records (Scotland) Act to produce guidance notes on aspects of records management but it was felt that these should be included in our plan so as to give them prominence and make them easily accessible to staff.
Compliance
To be of real value to us, it's important that the principles of good records management which form the spine of the Records Management Plan are articulated in practical guidance to ensure that these are carried out by staff.
To that end, a range of guidance on everything from managing your paper files to using M365 has been developed and has been brought together at the 'evidence and resources' section below.
Improvement actions and review
All guidance is subject to review, both in terms of the notes already given but also to identify where new guidance needs to be developed.
Responsible officer
Senior Information and Improvement Officer
Documents
- View our file management guidance (PDF) [290KB] (opens new window)
- View our email guidance (PDF) [198KB] (opens new window)
- View our version control guidance (PDF) [440KB] (opens new window)
- View our using the records store guidance (PDF) [232KB] (opens new window)
- View our records store procedures (PDF) [303KB] (opens new window)
- View our scanning guidelines (PDF) [264KB] (opens new window)
- View our meta-data guidance (PDF) [316KB] (opens new window)
- View our taking care of our digital records guidance (PDF) [1MB] (opens new window)
- View our redaction guidance (PDF) [820KB] (opens new window)
- View our records naming guidance (PDF) [835KB]
- View our electronics records systems guidance (PDF) [161KB]