New records transfer policy for national Parliamentary body 

Records transfer policy

Metataxis defines robust records management process for public sector organisation.

Metataxis is delighted be supporting a UK government department to futureproof their records management policies.

This Parliamentary body is responsible for improving public services through its high-quality audits and reporting of financial accounts.

The department was seeking to develop and deploy a new appraisal and transfer policy along with supporting guidance to effectively govern and manage how their records series are selected and transferred to The National Archives (TNA). This new policy had to be aligned with the specific requirements for long-term management of records as stated in the Public Records Act 1958 and follows TNA best practice guidance.

After some research on G-Cloud 13, the team found and selected Metataxis to define this new policy.

With our extensive records management experience, the Metataxis team worked closely with the Head of Knowledge and Information Management and conducted interviews with the internal team, to identify the exact requirements in order to recommend a robust records management policy and compliant procedures.

Armed with this research, we were able to draw up a comprehensive appraisal transfer policy and process for the organisation to deploy in line with the set rules and regulations. We also defined a preservation policy – focused on the long-term preservation of records which could be either retained inhouse, transferred to another department or sent to be archived, as well as proposing a clear process for the transfer of paper records to the TNA. Finally, we put forward a report summarising the issues we had observed during our time working together along with some key recommendations for remediation.

Comments Noeleen Schenk, Director at Metataxis: “With this new appraisal transfer policy and clearer records management processes in place, the team can now easily manage, preserve and transfer these vital records, confident they are meeting all the necessary compliance rules and regulations.” 

If you would like to learn more about how we help both public sector organisations and private businesses address the challenges of records management simply contact us.