What is a Records Series?

Posted on Feb 21, 2010 in Records Management News

http://www.epa.gov/records/what/quest5.htm

A series is the basic unit for orga­niz­ing and con­trol­ling your files. Series are those file units or doc­u­ments kept together because they relate to a par­tic­u­lar sub­ject or func­tion, result from the same activ­ity, doc­u­ment a spe­cific type of trans­ac­tion, take a par­tic­u­lar phys­i­cal form, or have some other rela­tion­ship aris­ing out of their cre­ation, receipt, main­te­nance, or use.

The series con­cept is a flex­i­ble one, and pro­grams should be care­ful to cre­ate series by orga­niz­ing their doc­u­ments in ways that facil­i­tate man­age­ment of the records through­out their life cycle.

Each record series should be located sep­a­rately from all other records.

Each record series must be cov­ered by a records schedule