Workshop on Document and Records Management Master-class

Managing an ever increasing volume of paper and electronic (digital) documents, records, knowledge and content can be very difficult. How do you best capture, manage and store the documents and records in your organization? Does your approach meet compliance requirements, security, regulations and standards? What is the best way to manage emails, web pages and electronic documents and paper records? How do you find the right documents and records when you need them? How does workflow and business process management work with documents and records management to help increase efficiency within your company? It is about attaining a records management benchmark of best practice, setting up methodology, processes and the resulting data storage and management system. This Documents and Records Management Master class program covers the strategies, tools, and techniques used to capture, categorize, manage, store, preserve (archive), and deliver documents and records in support of business processes.

For whom:

This program is designed for Office Managers, Document controllers and administrators, Document and Records Management personnel, Document Management Supervisors, Users of Document and Records Management, Personnel seeking to enhance their skills, IT Management and senior registry officials. Attendance to this training program would enable participants to develop a records management programme and implement it in their organization.

Learning objectives:

At the end of the course, participants will be able to:

• Understand the legal environment that surrounds records management and their responsibilities in terms of the law
• Make informed decisions relating to electronic records, and advise their organizations accordingly
• Conduct a records audit as a basis for developing a records management strategy
• Create and implement a records management roadmap and programme
• Understand the various standards applicable to records management
• Manage records on all formats
• Conduct an analysis of processes which impact on records management
• Develop a Business Classification Scheme or File Plan
• Implement a retention schedule
• Implement a systematic disposal programme to destroy or transfer records which no longer have value
• Understand the risks associated with various types of records media and protect against these risks.
• Understand vital records, and implement a vital records plan
• Develop a change and communications plan.
• Implement an on-going audit and assessment programme.