Appraise records management needs for clients under his/her responsibility; develop and execute appropriate action plan to fulfill the needs expressed by the clients within the limits of the Records Management Program. Recommend designs and solutions to ensure effective organization, dissemination, retention and destruction of records, using specialized areas of expertise;
Coordinate the implementation and maintenance of the Records Management Program by aligning the Program’s application, tools and procedures to the client portfolio and specific needs and demands, using courtesy, judgment and tact;
Ensure appropriate user feedback and participation in discussions of new developments and best practices by liaising with the records management team;
Provide adequate guidance and support on the use of the Records Management Software;
Monitor compliance with the Records Management and its software, its tools and procedures and recommend updates based on user needs and records management best practices;
Coordinate and proceed to the transfer of inactive records;
Assist the Lead, Records Management with the development of guidelines related to Records Management, based on best practices in the industry.