Records management is the systematic control of an organization’s records, throughout their life cycle, in order to meet operational business needs, statutory and fiscal requirements. Effective management of corporate information allows fast, accurate and reliable access to records ensuring timely destruction of redundant information and the identification and protection of vital and historically important records.

Training on records management course focuses on using records management and archiving as a tool for supporting organization’s business processes. Upon completion of this training on management, participants will have the knowledge and skills necessary to perform their records management and archiving duties more efficiently and effectively.

Course Duration

Online   7 Days

Classroom-based   5 Days

What you will learn

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

• Carry out organizational recordkeeping requirements analysis
• Develop a robust records management plan
• Effectively implement a records management system
• Understand the best practices in records management
• Understand how to monitor and control a records management system

Course Outline

Introduction to Records 

• Basic definitions
• Importance of records in organizations
• Various types of records
• Important Qualities of Records

Records Lifecycle 

• Stages of a record’s life cycle
  • Current Records/ Active
  • Semi Current/ Semi Active
  • Non-Current /Inactive

Introduction to Records Management 

• Definition of key terms and concepts
• Introduction to various records management functions
• Roles of various records management units
  • Registry
  • Records Centre
  • Archive

Classification of Records 

• Introduction to records classification
• Types of classification schemes
• Designing a records classification System

Record Indexing, Records Retention and Disposition 

• Introduction to indexing of records
• Indexing process
• Records Retention and Retention Periods
• Records Transfer Processes
• Designing a records retention and Disposition Schedule

Metadata in Records Management 

• Importance of metadata
• Different types of metadata
• Methods for collecting and applying metadata

Records Appraisal 

• Importance of conducting records Appraisal
• Records appraisal tools
• Conducting a records appraisal
• Records Inventory

Records Management Policy and Standards

• Records Management Standards
  • De Jure Standards
  • De Facto Standards
• Importance of Standards in RM

Records Management and ISO 

• ISO 9001 Quality Management Systems RM requirements
• ISO RM Standards
• RM best practices

RM Policy and Procedures 

• Objectives of records management policy
• Record management responsibilities
• Key provisions of record management policy
• Designing and Implementing RM Policies and Procedures

Electronic Records Management 

• Introduction to Electronic Records Management
• EDMS, ERMS and EDRMS
• Functional Requirements for EDRMS
• Evaluating EDRMS capabilities
• Selection criteria and vendor evaluation when acquiring a RM System
• Implementing a ERM systems

Disaster Management in RM 

• Types of disasters that affect records
• Disaster Planning, prevention, response and recovery
• Internet and web security for electronic records
• Protecting vital records

Monitoring and Auditing of Records Management System 

• Conducting regular reviews of records management programs
• Monitoring compliance to records management guidelines

Training Approach

This training on records management course is delivered by our seasoned trainers who have vast experience as expert professionals in records management. The course is taught through a mix of practical activities, theory, group works and case studies.

Training manuals and additional reference materials are provided to the participants.

Certification

Upon successful completion of this records management course, participants will be issued with a certificate on Records Management.

Tailor-Made Course

We can also do this as a tailor-made course to meet organization-wide needs. A training needs assessment will be done on the training participants to collect data on the existing skills, knowledge gaps, training expectations, and tailor-made needs.