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Course Outline
Foundations of Records Management
- The definition and significance of records management
- Core concepts: records, archives, and information assets
- Foundational principles of effective records governance
Regulatory Frameworks and Compliance
- Public records legislation and retention mandates
- Conducting audits and managing legal holds
- ISO 15489 and other relevant international standards
Lifecycle Management of Records
- Processes for creation, classification, storage, retention, and disposal
- Managing metadata and ensuring traceability
- Protocols for archiving and secure destruction
Classification and Retention Schedules
- Designing effective classification schemes
- Establishing retention rules based on legal, financial, and operational criteria
- Implementing review cycles and managing exceptions
Digital Records and Automation
- Electronic document and records management systems (EDRMS)
- Digitization workflows and metadata tagging
- Leveraging automation to enhance compliance and efficiency
Change Management and Adoption
- Training staff on updated procedures
- Engaging leadership and identifying change champions
- Formulating internal policies and user documentation
Practical Exercises and Review
- Case study: Mapping the records lifecycle for a government entity
- Hands-on session: Creating a retention schedule
- Identifying common pitfalls and key lessons
Summary and Future Directions
Requirements
- A grasp of organizational documentation standards
- Hands-on experience with information handling or archival processes
- Knowledge of compliance regulations or public administration protocols
Target Audience
- Records officers
- Information governance specialists
- Public administrators and compliance teams
7 Hours
