Records management is the systematic control of an organization’s records, throughout their life cycle, in order to meet operational business needs, statutory and fiscal requirements. Effective management of corporate information allows fast, accurate and reliable access to records ensuring the timely destruction of redundant information and the identification and protection of vital and historically important records. The course focuses on using records management and archiving as a tool for supporting organization’s business processes. Upon completion of these courses, participants will have the knowledge and skills necessary to perform their records management and archiving duties more efficiently and effectively.
Basic definitions
Importance of records in organizations
Various types of records
Important Qualities of Records
Stages of a record’s life cycle
Current Records/ Active
Semi Current/ Semi Active
Non-Current /Inactive
Definition of key terms and concepts
Introduction to various records management functions
Roles of various records management units
Registry
Records Centre
Archive
Introduction to records classification
Types of classification schemes
Designing a records classification System
Introduction to indexing of records
Indexing process
Records Retention and Retention Periods
Records Transfer Processes
Designing a records retention and Disposition Schedule
Importance of metadata
Different types of metadata
Methods for collecting and applying metadata
Importance of conducting records Appraisal
Records appraisal tools
Conducting a records appraisal
Records Inventory
Records Management Standards
De Jure Standards
De Facto Standards
Importance of Standards in RM
ISO 9001 Quality Management Systems RM requirements
ISO RM Standards
RM best practices
Objectives of records management policy
Record management responsibilities
Key provisions of record management policy
Designing and Implementing RM Policies and Procedures
Introduction to Electronic Records Management
EDMS, ERMS and EDRMS
Functional Requirements for EDRMS
Evaluating EDRMS capabilities
Selection criteria and vendor evaluation when acquiring a RM System
Implementing a ERM systems
Types of disasters that affect records
Disaster Planning, prevention, response and recovery
Internet and web security for electronic records
Protecting vital records
Conducting regular reviews of records management programs
Monitoring compliance to records management guidelines
Carry out organizational recordkeeping requirements analysis
Develop a robust records management plan
Effectively implement a records management system
Understand the best practices in records management
Understand how to monitor and control a records management system
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