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Duration 7 hours
Course Outline
Introduction to Records Management
- Defining records management and its significance
- Key terminology: records, archives, and information assets
- Core principles of effective records governance
Regulatory Frameworks and Compliance
- Public records laws and specific retention requirements
- Processes for auditing and managing legal holds
- Overview of ISO 15489 and other international standards
Records Lifecycle Management
- Managing creation, classification, storage, retention, and disposal
- Metadata management and ensuring traceability
- Protocols for archiving and secure destruction
Classification and Retention Scheduling
- Designing effective classification schemes
- Establishing retention rules driven by legal, fiscal, and operational needs
- Managing review cycles and handling exceptions
Digital Records and Automation
- Utilizing Electronic Document and Records Management Systems (EDRMS)
- Digitization processes and metadata tagging
- Leveraging automation for enhanced compliance and efficiency
Change Management and Adoption
- Training staff on new procedures and protocols
- Engaging leadership and identifying change champions
- Developing internal policies and user guides
Practical Exercises and Review
- Case study: Mapping the records lifecycle for a government department
- Hands-on session: Drafting a comprehensive retention schedule
- Identifying common pitfalls and lessons learned
Summary and Next Steps
Requirements
- A foundational understanding of organizational documentation practices
- Experience in information handling or archiving processes
- Familiarity with compliance frameworks or public administration procedures
Target Audience
- Records officers
- Information governance professionals
- Public administrators and compliance staff
