Records Series

What is Records Series?

Records Series is a group of related records maintained together because they result from the same business function, activity, transaction or organizational process.

In a Document Management System (DMS), records can be associated with a series through classification and metadata to support consistent retention, access and lifecycle management.

Key Features

• Functional Grouping: Groups related records according to a common business function or activity.

• Context Preservation: Maintains the relationship between records and the activities that generated them.

• Classification Support: Provides a structured basis for organizing related records.

• Retention Alignment: Allows applicable retention requirements to be associated with related records.

• Lifecycle Management: Supports consistent management throughout the record lifecycle.

• Metadata Association: Allows information such as business function, record type and retention requirements to be associated with a series.

Benefits

• Improved Organization: Provides a structured approach for grouping related records.

• Consistent Management: Helps organizations apply common management requirements to related records.

• Better Context: Preserves the connection between records and the activities that generated them.

• Efficient Retention Management: Helps apply appropriate retention requirements to groups of related records.

• Stronger Governance: Supports consistent records-management practices across business functions.

Conclusion

Records series provide a structured way to group related records based on their business function, activity or organizational context. In a DMS, they can support consistent organization, classification, retention and lifecycle management of related records.