Assessment Tools

The assessment tools listed here can be downloaded without charge.

Good Practice Indicators (2009)

• Integrating Records Management in ICT Systems: Good Practice Indicators:  This assessment tool defines internationally recognised good practices and links them to a set of performance indicators that can be used to measure whether the practices are being followed in integrating records management in ICT systems.

Guide to Integrating Records Management Requirements into Financial Management Information Systems Project (2005 to 2006)

• Management Brief
• Guide for Integrating Records Management Requirements into
  Financial Management Information Systems (FMIS) - Systems Requirements Gap Analysis Tool
• GAP Analysis Tool

E-Records Readiness Assessment (2005)

• E-Records Readiness Assessment Tool

Records Management Capacity Assessment System (2002 to 2004)

• RMCAS 1.0 Records Management Capacity Assessment System (RMCAS)
• RMCAS User Guide
• Flash Presentation on RMCAS [view on web: broadband only (17 MB)]

From Accounting to Accountability: Managing Accounting Records as a Strategic Resource (1999)

• Principles and Practices in Managing Financial Records: A Reference Model and Assessment Tool