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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

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