Electronic Records Management Training Course

IntroductionRecords management is the systematic control of an organisation'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 the timely destruction of redundant information and the identification and protection of vital and historically important records. The course focuses on using records management and archiving as a tool for supporting organization’s business processes. Upon completion of these courses, participants will have the knowledge and skills necessary to perform their records management and archiving duties more efficiently and effectively.   Course Duration 5 Days Course Objectives 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 Content 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