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Course Outline
Introduction to Records Management
- Defining records management and its strategic importance
- Essential terminology: records, archives, and information assets
- Core principles of effective records governance
Regulatory Frameworks and Compliance
- Public records legislation and retention mandates
- Auditing processes and legal holds
- ISO 15489 and relevant international standards
Records Lifecycle Management
- Managing creation, classification, storage, retention, and disposal
- Metadata management and ensuring traceability
- Protocols for archiving and secure destruction
Classification and Retention Scheduling
- Designing effective classification schemes
- Establishing retention rules based on legal, fiscal, and operational needs
- Managing review cycles and handling exceptions
Digital Records and Automation
- Electronic document and records management systems (EDRMS)
- Digitization processes and metadata tagging
- Leveraging automation for compliance and operational efficiency
Change Management and Adoption
- Training staff on updated procedures
- Engaging leadership and cultivating 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
- Identifying common pitfalls and key lessons learned
Summary and Next Steps
Requirements
- A solid grasp of organizational documentation practices
- Practical experience with information handling or archiving processes
- Knowledge of compliance or public administration procedures
Target Audience
- Records officers
- Information governance professionals
- Public administrators and compliance staff
7 Hours
