Onsite Client Records Management

Our Onsite Clients Records Management service takes the hassles and costs out of filing, tracking, storing, maintaining and disposing of your business records – all from your business premises.

With this practical, results-focused service, you’ll be able to:

  • centralise and manage more efficiently your physical records
  • create a single registration and retrieval system
  • improve your team’s ability to find, request and retrieve physical records, often critical for satisfying legal requirements
  • reduce your records management costs through managing (and disposing of) records stored with offsite storage providers
  • manage the risks of keeping records for too long
  • update your team on their record-keeping responsibilities and compliance requirements through training and awareness sessions
  • operate a records management system that meets the international standard ISO 15489 – Records Management

Our records management specialists have the skills and experience to take on the role of a traditional centralised registry or records management unit. Usually working with physical/paper-based records, they can take care of:

  • auditing, reviewing and evaluating your records and information management programmes, systems and practices against best practice and legislative/compliance requirements
  • creating and registering new paper files and boxes using either your own records management system or our Online Records Management service
  • distributing and tracking files and boxes throughout your organisation and at offsite storage facilities. This includes regular audits or file ‘census’ projects to locate files
  • storing and maintaining paper files and boxes onsite in archival repositories or through offsite storage contracts
  • sentencing and disposing of records using detailed retention schedules developed by you and/or Converga
  • managing your record management system.

Download an Onsite Client Records Management case study.