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RECMGMT-L  November 2000

RECMGMT-L November 2000

Subject:

Re: Lotus Records Management solution - any experiences out there?

From:

"Annie Senol, Marasco Newton Group" <[log in to unmask]>

Reply-To:

Records Management Program <[log in to unmask]>

Date:

Wed, 29 Nov 2000 09:43:07 -0500

Content-Type:

text/plain

Parts/Attachments:

Parts/Attachments

text/plain (87 lines)

On behalf of a U.S. government agency, my company created an interim RM
solution using Lotus Notes.

We allowed people to maintain their records where they wanted, but sent out
an agent to change the document attributes to "read-only."  This same agent
could have been programmed to move the record to a repository.  An agent
within Lotus Notes mail (under the Tools icon) allows users to save
selected email as records, including the attachments.  It then opens the
interim RM application with many of the fields pre-filled from information
in the email.   The user then selects the appropriate records series from a
pick list and saves the record.  The interim RM application allowed an
administrator to customize the list of available records series to just
those used by an individual department  (or even an individual user).
The appropriate list of available records series is tied to the users login
name (so no action is required by the user to obtain the shortened list of
records series).  This particular agency uses over 600 individual records
series -- which can be overwhelming.

Since users did not have to open another application while in their notes
mail, we found the application useful.  The U.S. government funded the
development of this project, so the government will incur no specialized
maintenance or per seat license fees on top of that for just using Lotus
Notes.

The Notes interim RM solution is currently being used on a pilot basis.

We have also included records tracking functionality in other Lotus Notes
applications, such as a correspondence tracking system.

I have also seen RM functionality added to Documentum applications, though
I was not personally involved in those projects.

Annie Senol
Marasco Newton Group
Arlington, VA, USA
[log in to unmask]
phone: (703) 292-5843 / fax: (703) 413-0222





                    Appell Malena
                    <[log in to unmask]        To:     [log in to unmask]
                    OM>                    cc:
                    Sent by:               Subject:     Lotus Records Management solution -
                    Records                any experiences out there?
                    Management
                    Program
                    <RECMGMT-L@list
                    s.ufl.edu>


                    11/29/2000
                    06:59 AM
                    Please respond
                    to Records
                    Management
                    Program






Hi
Im interested in finding out more about the RM solutions thar are available
"within" EDMS.
We haven't seen much of these products installed anywhere in Sweden just
yet, but I expect - as the interest arises - they will be around soon.

As my title tells you; does anyone have any experiences - good or bad -
with
the RM solution offered within Domino.doc? What about Documentum - I
haven't
been able to figure out whether they have any RM product, or not? Any
experiences in that area?
Thank you in advance!

Best regards/

Malena Appell
WM-data eApplications
Sandhamnsgatan 65, 102 51 Stockholm
Tel 08-670 18 89, 070-6771889
Fax 08-670 23 99
mailto: [log in to unmask]

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