Information for staff > Records management > Records management guidance > Compiling a records inventory

Inventory Compilation

This guidance is intended for University staff responsible for setting up records management systems in their part of the University. It gives detailed advice on how to set up and maintain an inventory of the records held by your business unit and templates you can use to do this.

The guidance sheets are available as rich text documents and Adobe PDF.  If you do not already have an Adobe Acrobat reader you can download one free from the Adobe web site.

• Adobe web site

• Compiling a records inventory, plus all annexes - PDF

MS Office version:

• Compiling a records inventory guidance - rtf
• Annex A: A worked example of a records inventory for the Policy and Planning filing scheme constructed using a word processed document - rtf
• Annex B: A worked example of a records inventory for the Policy and Planning filing scheme constructed using a word processed table - rtf
• Annex C: A worked example of a records inventory for the Policy and Planning filing scheme constructed using a spreadsheet - Excel
• Figure 1: Example of an inventory card - rtf
• Figure 2: Example of a docket sheet - rtf
• Figure 3: Example of an inventory form - rtf

Template versions:

• Annex D: word processed document - rtf
• Annex E: word processed table - rtf
• Annex F: spreadsheet template - Excel

If you have any comments about this guidance document, we would very much appreciate hearing them. Please contact us with your feedback.

• Feedback form.

Page last updated: Monday February 05 2007