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Clark's Encyclopedia of Records Retention

Intersect Systems Inc. publishes Clark's Encyclopedia of Records Retention in digital format on CD-ROM, in a compatible format with Intersect Systems' Retention Schedule Manager software series which includes Retention Viewer / Researcher (Retention VR) and Retention Developer / Manager / Researcher (Retention DMR). The Encyclopedia of Records Retention covers about 95% of the business records created and used by businesses and other organizations in the United States, including over 4,000 records titles and related descriptive information and retention recommendations.  
 
Make Intersect's Retention Developer / Manager / Researcher and Clark's Encyclopedia the central framework for your company's records control schedule:
 
bullet Clark's Encyclopedia of Records Retention is the ideal starting point for any records control schedule, providing a comprehensive list of records series titles  that help insure uniform naming conventions throughout your organization.
 
bullet Clark's provides initial suggestions for retention requirements for the included Records Titles.
 
bullet Clark's allows easy, point-and-click editing of Record Series Titles, descriptions, and related information to help  customize and update your Records Control Schedule as appropriate.
 
bullet The Retention Developer / Manager / Researcher software provides a comprehensive, intuitive, and easy-to-use software system that allows you to select Records Titles from the Encyclopedia to include in your company's schedule.
 
bullet Researching various sources and refining and maintaining a Records Control Schedule is a continuing process for corporate Records Managers.  As you research retention requirements on Records Series in your control schedule, and as you tailor these for your organization's needs based on the areas of your business operations, the nature of your business, and other considerations, add citations to your Control Schedule and edit existing citations with Retention Developer / Manager / Researcher and the unique insertion editor for quick insertion of citations and comments into your Control Schedule.  A scrollable list allows you to maintain a current list of references and citations for selecting and adding to multiple records series titles as appropriate.
 
bullet Keep each department or division manager up-to-date on the records for which the manager's operations are responsible. Quickly set up Departmental Control Schedules with Retention Developer / Manager / Researcher's sub-schedule editor,  with easy point-and-click operations.  Then, provide each department in your organization with their own Departmental Control Schedule containing just the Records Series Titles that apply to that department.
 
bullet Use Retention Developer / Manager / Researcher and Retention Viewer Researcher as valuable research tool to quickly search or query the over 4,000 Records Series Titles in Clark's Encyclopedia.  The Search function can search for words or phrases in any field, and the Query function can quickly select and display only the Records Series entries containing your words or phrases.  The Query is multi-step, with a step-back feature, allowing quick drill-down for comprehensive searches, and easy step-backs and re-tries without having to reenter the query or start over.
 
bullet Print and distribute your Records Control Schedule and Departmental Control Schedules for distribution within your organization.
 
bullet Publish your Records Control Schedule and Departmental Control Schedules on your organization's private Intranet to provide immediate access to schedule changes you may make.
 
bullet With your Records Control Schedule completed, the Intersect Records Control and Management System database application interrogates your Records Control Schedule for each new  container entry you make, or for each new electronic image series, to help calculate and enter appropriate retention requirements.
 

As a retention research tool for Records Managers when used with the search and query capabilities of Intersect's Retention VR software, and as a retention schedule development and publishing system when used with Intersect's Retention DMR software, the Encyclopedia is a valuable resource for all types of business organizations.

If you don't need the comprehensive editing and publishing capabilities of Retention DMR, then consider Retention VR, which gives you view-only look-ups to Clark's Encyclopedia.
 

Additional information on Clark's Encyclopedia and Retention DMR / Retention VR information:

Overview

Retention DMR

Clark Q & A

Clark SW Info

Clark Intro
 

Current Records Series categories in Clark's Encyclopedia are as follows:

ID

Schedule Name
10

Administration, Corporate, and Legal
20 Accounting, Finance, Insurance, and Taxes
30 Banking and Financial Operations
31 - Branch Operations and Branch Management
32 - Capital Investments and Securities
33 - Customer Services
34 - Mortgages, Leasing, and Commercial Loans
35 - Personal Loans, Credit Cards, and Travel
36 - Trust and Custodial Services
37 - Brokerage
38 - Money Market
39 - Mutual Funds
40 Communications
50 Design, Construction, and Engineering
60 Hospital, Medical, and Health
70 Human Resources
80 Industrial Plants
90 Municipal Records
91 - City-Wide Records
92 - Licenses and Inspections
93 - Planning and Zoning
94 - Police and Fire
95 - Public Welfare and Social Services
96 - Streets
97 - Water
100 Payroll and Timekeeping
110 Procurement, Material, Transportation
120 Public Utilities
130 Safety, Security, and Environmental
140 Sales, Marketing, and Advertising

 

Reviewing your company's records management program with respect to Sarbanes-Oxley?  Contact Intersect Systems for information on Clark's Encyclopedia of Records Retention and our Retention Developer / Manager / Researcher software.