A survey designed to capture internal access needs to project records
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The survey was designed to identify answers the following questions in the Record Level section of the RREC:
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Which other agency business processes or purposes might require access to the project record?
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For each of these business process or purposes, what components of the record need to be accessed?
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For each of these business processes or purposes, what are the most efficient/effective ways of accessing the records (i.e. indexing)?
The questions focus on internal secondary use of project records. Based on the survey results, we have identified the types of documents or components of a record that each of the individual staff members within the agency require access to as well as their preferred mode of access in terms of indexes. While additional work may have to be done to collapse the categories of documents, the Models for Action team feels confident that a comprehensive set of documents and indexing methods have been identified from Agency staff. An additional indirect benefit to surveying the entire agency was reported to the project team by agency staff. An APA staff member indicated to the project team, that by including all staff members in the survey, buy-in from agency staff on the overall project approach was increased. In other words, the process of collecting input and assessing the needs of all agency staff has enhanced overall support for the project. While this approach may not be possible in all agencies, the survey approach which is relatively inexpensive allows for an increased degree of input from staff in an organization and further fosters feelings among staff that there will be benefits to not only those directly involved in the business process being automated but to all staff requiring access to those electronic records.
