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Course Outline

Introduction to Records Management

  • Definition of records management and its importance
  • Key terminology: records, archives, information assets
  • Principles of effective records governance

Regulatory Frameworks and Compliance

  • Public records laws and retention requirements
  • Auditing and legal holds
  • ISO 15489 and other international standards

Records Lifecycle Management

  • Creation, classification, storage, retention, and disposal
  • Metadata management and traceability
  • Archiving and secure destruction protocols

Classification and Retention Scheduling

  • Developing classification schemes
  • Establishing retention rules based on legal, fiscal, and operational needs
  • Review cycles and exception management

Digital Records and Automation

  • Electronic document and records management systems (EDRMS)
  • Digitization and metadata tagging
  • Leveraging automation for compliance and efficiency

Change Management and Adoption

  • Training staff on new procedures
  • Engaging leadership and change champions
  • Developing internal policies and user guides

Practical Exercises and Review

  • Case study: mapping a records lifecycle for a government department
  • Hands-on: drafting a retention schedule
  • Common pitfalls and lessons learned

Summary and Next Steps

Requirements

  • A foundational understanding of organizational documentation practices
  • Experience with information handling or archiving processes
  • Familiarity with compliance or public administration procedures

Audience

  • Records officers
  • Information governance professionals
  • Public administrators and compliance staff
 7 Hours

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