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Course Outline
Introduction to Records Management
- Defining records management and its significance
- Key concepts: records, archives, and information assets
- Core principles of effective records governance
Regulatory Frameworks and Compliance
- Public records laws and retention mandates
- Auditing procedures and legal holds
- ISO 15489 and other relevant international standards
Records Lifecycle Management
- Processes for creation, classification, storage, retention, and disposal
- Metadata management and ensuring traceability
- Protocols for archiving and secure destruction
Classification and Retention Scheduling
- Developing effective classification schemes
- Establishing retention rules based on legal, fiscal, and operational requirements
- Managing review cycles and handling exceptions
Digital Records and Automation
- 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
- Formulating internal policies and creating user guides
Practical Exercises and Review
- Case study: mapping the records lifecycle for a government department
- Hands-on session: drafting a retention schedule
- Identifying common pitfalls and extracting lessons learned
Summary and Next Steps
Requirements
- Basic understanding of organizational documentation practices
- Experience with information handling or archiving processes
- Familiarity with compliance or public administration procedures
Target Audience
- Records officers
- Information governance professionals
- Public administrators and compliance staff
7 Hours
