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Tuesday, September 22, 2009

How To: Achieve Compliance with Microsoft Outlook Part 3

After you've decided which version of Outlook to use which internal method you'll use in Outlook to achieve compliance, you'll now need to make some more decisions. Yeah, we know: decisions, decisions, decisions! Well, you could have just slapped something together in Excel, but we all know that taking the time up front to make the right choices and put together a good system is well worth it in the end. Remember GIGO: Garbage In, Garbage Out.
From here on out, we're going to assume that you're going to go with our recommendation to use calendar/appointment items in Outlook to track compliance tasks. We could assume that you don't like our recommendation, but that would be silly since you're at least still reading this, which means you put some stock in what we say.
Regardless, here are the next decisions you'll need to make:
  1. Decide which complaince data you want to track
  2. Identify which data Outlook appointment items already track
  3. Decide which data from Outlook task items you'd like the appointment item to track
  4. Decide if you'd like to make some more decisions

Once you've got these down, we can actually start building custom forms to track your customized data. However, selecting the appropriate data fields can be one of the most daunting steps of this process because if you aren't tracking the right data, your compliance system won't be all that it should be.

Because this is such an important step, we're going to come back to this next time. Join us on Thursday for Part 4 of How To: Achieve Compliance with Microsoft Outlook, where we'll provide an example of the data to collect from an actual industry example.

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