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SA/SNZ TS ISO 16175.2:2021


Information and documentation — Processes and functional requirements for software for managing records, Part 2: Guidance for selecting, designing, implementing and maintaining software for managing records

Identically adopts ISO/TS 16175 2:2020 which provides guidance for decision making and processes associated with the selection, design, implementation and maintenance of software for managing records. It is applicable to any kind of records system supported by software, including paper records managed by software, but is particularly focused on software for managing digital records.KEYWORDS: Record management; Software maintenance; Decision making; Processes
Published: 19/03/2021
Pages: 22
Table of contents
Cited references
Content history
Table of contents
About this publication
1 Scope
2 Normative references
3 Terms and definitions
4 Assessing the organizational framework and context
4.1 General
4.2 Organizational records maturity
4.3 Records controls
4.4 Technical environment
4.4.1 General
4.4.2 Paper environment
4.4.3 Digital environment General Cloud computing environment Web-based collaborative software
4.4.4 Hybrid environment
4.5 Project scoping and resources
5 Determining a project methodology
5.1 General
5.2 Defining stakeholders
6 Determining and managing functional requirements
6.1 Developing functional requirements
6.2 Considerations for defining functional requirements
6.3 Managing functional requirements
7 Determining configuration
7.1 General
7.2 Importance of documentation of configuration decisions
7.3 Configuration decisions — Areas of configuration
7.3.1 General
7.3.2 Records aggregation
7.3.3 Agents (Users)
7.3.4 Business process
7.3.5 Metadata schema for records
7.3.6 Business classification schemes
7.3.7 Access and permission rules
7.3.8 Disposition authorities
7.3.9 User interface
7.3.10 Supported automation
7.3.11 Supported automation tools
7.3.12 Automated capture of records process metadata
7.3.13 Integration needed to other existing business software
7.3.14 Applicable records-specific rules
8 Determining requirements to migrate and convert records
9 Communication, training and change management
9.1 General
9.2 Communications
9.3 Training program requirements
9.4 Change management readiness
9.5 ​Evaluation and review
10 Post-implementation review, monitoring and assessment
10.1 Post-implementation review
10.2 Monitoring
10.3 Assessment
Annex A
Cited references in this standard
Information and documentation — Records management — Core concepts and vocabulary
Content history
SA/SNZ TS ISO 16175.2
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