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Duration 7 hours
Course Outline
Introduction to Records Management
- Defining records management and its importance.
- Key terminology: records, archives, and information assets.
- Core principles of effective records governance.
Regulatory Frameworks and Compliance
- Public records laws and retention requirements.
- Auditing processes and legal holds.
- ISO 15489 and other international standards.
Records Lifecycle Management
- Phases of creation, classification, storage, retention, and disposal.
- Metadata management and traceability.
- Archiving and secure destruction protocols.
Classification and Retention Scheduling
- Developing effective classification schemes.
- Setting 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 session: drafting a retention schedule.
- Common pitfalls and lessons learned.
Summary and Next Steps
Requirements
- A solid understanding of organizational documentation practices.
- Experience in information handling or archiving processes.
- Familiarity with compliance or public administration procedures.
Audience
- Records officers.
- Information governance professionals.
- Public administrators and compliance staff.
