Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization.
However, there are some basic concepts in most records management systems. This course will help you discover the basic elements of records management programs and different ways to manage records.
Define records and archives
Analyze records in context
Classify records
Understand different systems
Maintain and convert records
This course is for those:
wanting to improve their archiving and record management skills
responsible for data management and security
who have an interest in archiving and record keeping
Module 1: Understanding Records
What is Records Management?
Defining Records
Archives vs. Records
Life Cycle
Module 2: Management of Records
What Is and Is Not a Record?
Record Programs
Management of Systems
Developing Standards
Module 3: Context - Overview
Techniques for Analyzing Records
Collecting Information
Organizational Needs
Legal Demands
Module 4: Context - Processes
Routine Process
Creative Process
System Analysis
Records Survey
Module 5: Classification
Functionality
Prioritize
Assess and Review
Develop a Tool
Module 6: Paper-Based Systems
Arranging and Grouping
Building Files
Elementary & Intermediate
Metadata (NOT the Facebook Company)
Module 7: Electronic Records
Classifying
Folders and Directories
Groupings
Metadata (Again, NOT the Facebook Company)
Module 8: Hybrid Systems
Routine Processes
Creative Processes
Design
Limitations
Module Ten: Appraisals & Systems
Taxonomy of Values
Macro Appraisal
Strategy & Criteria
Document & Review Decisions
Module Eleven: Record Maintenance
Paper
Electronic
Create Archives
Conversion
Wrapping Up
Q & A
Action Plan
If you'd like to learn more, choose the 'Buy This Course' button below and you'll be taken to the course enquiry page where you can WhatsApp us.