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Records Warehousing Walkthrough. A step by step guide for sending files to the warehouse.

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Presentation on theme: "Records Warehousing Walkthrough. A step by step guide for sending files to the warehouse."— Presentation transcript:

1 Records Warehousing Walkthrough. A step by step guide for sending files to the warehouse.

2 Are you ready?  Have you gathered all information in the correct boxes?  Are your boxes Numbered?  This step can be held until the Records Transfer Form is being completed.  Is a description of the contents on the out side of each box?  The GS1-SL description can be used as well.  Is the information within going to be requested frequently?  If so, internal retention may be best as warehouse visits can be days or weeks apart.

3 GS1-SL  The GS1-SL is what we use to determine the retention time.  The form can be found HERE. HERE  Find the description which best matches your files and list the item number.  “No.” is GS1-SL

4 Creating the Records Transfer Request (RTR) form.  Locate the RTR Form  Found Here. Found Here. Found Here.  Read the information on the form to be sure you have everything ready to be shipped.

5 Filling out the form.  If you read the form this part is simple.

6 What’s in the box?  Add each item, 1 box per line.

7 Boxes  Be sure to use a sturdy box for your records.  Bankers Boxes work best.  Make certain the contents in the box matches the paperwork as well as the number on the paperwork matches the box number.

8 Ready to send? Once you have your boxes and paperwork ready, pony the master copy to Records I&T. After the paperwork is received a request is sent to the central warehouse who will pick the boxes up. Once you have your boxes and paperwork ready, pony the master copy to Records I&T. After the paperwork is received a request is sent to the central warehouse who will pick the boxes up.

9 Questions? If you have any questions or concerns contact Records Retention.  Warehouse Liaison  CAB COMING COMING  – Lucia Ungaro. Supervisor  – Office Main

10 This has been a presentation brought to you by the Records Retention Department. We hope this has helped and informed you. Thank You.


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