PD ISO/TR 21946:2018

This standard PD ISO/TR 21946:2018 Information and documentation. Appraisal for managing records is classified in these ICS categories:

• 01.140.20 Information sciences

This document provides guidance on how to carry out appraisal for managing records. It describes some of the products and outcomes that can be delivered using the results of appraisal. As such, this document describes a practical application of the concept of appraisal outlined in ISO 15489‑1.

This document:

1. lists some of the main purposes for appraisal;

2. describes the importance of establishing scope for appraisal;

3. explains how to analyse business functions and develop an understanding of their context;

4. explains how to identify records requirements;

5. describes the relationships between records requirements, business functions and work processes;

6. explains how to use risk assessment for making decisions related to records;

7. lists options for documenting the results of appraisal;

8. describes possible uses for the results of appraisal; and

9. explains the importance of monitoring and review of the execution of appraisal decisions.

This document can be used by all organizations regardless of size, nature of their business activities, or the complexity of their functions and structure.

PD ISO/TR 21946:2018 - Information and Documentation: Appraisal for Managing Records

Standard Number: PD ISO/TR 21946:2018

Pages: 28

Released: November 14, 2018

ISBN: 978 0 580 51849 2

Status: Standard

Overview

In the ever-evolving landscape of information management, the PD ISO/TR 21946:2018 standard stands as a pivotal resource for organizations aiming to enhance their record management practices. This comprehensive document provides a structured approach to the appraisal of records, ensuring that organizations can effectively manage their information assets in compliance with international standards.

Why Choose PD ISO/TR 21946:2018?

As businesses and institutions generate vast amounts of data, the need for a robust framework to manage records becomes increasingly critical. The PD ISO/TR 21946:2018 offers a detailed methodology for appraising records, which is essential for maintaining the integrity, accessibility, and reliability of information over time. By implementing this standard, organizations can:

• Enhance Decision-Making: With a clear appraisal process, organizations can make informed decisions about which records to retain, ensuring that valuable information is preserved while redundant data is efficiently discarded.
• Ensure Compliance: Adhering to international standards helps organizations meet legal and regulatory requirements, reducing the risk of non-compliance penalties.
• Optimize Resource Allocation: By identifying and retaining only essential records, organizations can optimize storage and resource allocation, leading to cost savings and improved operational efficiency.
• Improve Information Accessibility: A well-managed record system ensures that critical information is easily accessible when needed, supporting timely and effective decision-making.

Key Features

The PD ISO/TR 21946:2018 standard is meticulously crafted to address the complexities of record management. Key features include:

• Comprehensive Guidelines: The standard provides detailed guidelines for the appraisal process, covering various aspects of record management, from creation to disposal.
• Internationally Recognized Framework: As an ISO standard, it is recognized globally, making it a reliable choice for organizations operating in multiple jurisdictions.
• Adaptability: The standard is designed to be adaptable to different organizational contexts, allowing for customization based on specific needs and requirements.
• Focus on Sustainability: By promoting efficient record management practices, the standard supports sustainable information management, reducing environmental impact.

Who Can Benefit?

The PD ISO/TR 21946:2018 is an invaluable resource for a wide range of organizations, including:

• Corporations: Large and small businesses can benefit from improved record management, leading to enhanced operational efficiency and compliance.
• Government Agencies: Public sector organizations can ensure transparency and accountability by adhering to standardized record management practices.
• Educational Institutions: Schools, colleges, and universities can manage academic and administrative records more effectively.
• Non-Profit Organizations: NGOs can optimize their information management processes, supporting their mission-driven activities.

Conclusion

In a world where information is a critical asset, the PD ISO/TR 21946:2018 standard provides the necessary tools and guidelines to manage records effectively. By adopting this standard, organizations can ensure that their information management practices are aligned with international best practices, leading to improved efficiency, compliance, and sustainability. Whether you are a corporation, government agency, educational institution, or non-profit organization, this standard is an essential component of your information management strategy.