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Course Outline
Foundations of Records Management
- Defining records management and its strategic importance
- Key concepts: records, archives, and information assets
- Core principles of effective records governance
Regulatory Frameworks and Compliance
- Navigating public records laws and retention requirements
- Auditing procedures and legal hold mechanisms
- Standards such as ISO 15489 and other international benchmarks
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
- Creating effective classification schemes
- Establishing retention rules driven by legal, fiscal, and operational necessities
- Implementing review cycles and managing exceptions
Digital Records and Automation
- Leveraging Electronic Document and Records Management Systems (EDRMS)
- Digitization workflows and metadata tagging
- Harnessing automation to enhance compliance and efficiency
Change Management and Adoption
- Training staff on updated procedures
- Mobilizing leadership and change champions
- Developing internal policies and user guides
Practical Exercises and Review
- Case study: Mapping the records lifecycle for a government department
- Hands-on exercise: Drafting a retention schedule
- Identifying common pitfalls and lessons learned
Summary and Next Steps
Requirements
- A solid grasp of organizational documentation practices
- Prior experience with information handling or archiving workflows
- Knowledge of compliance standards or public administration procedures
Intended Audience
- Records officers
- Information governance specialists
- Public administrators and compliance personnel
7 Hours
Testimonials (1)
The content itself is good.
JONATHAN FLETCHER - Comision para el Mercado Financiero
Course - Microsoft Purview: Data Governance and Compliance
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