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Duration 7 hours
Course Outline
Introduction to Records Management
- The definition of records management and its significance
- Key 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 hold procedures
- ISO 15489 and relevant international standards
Records Lifecycle Management
- Phases of creation, classification, storage, retention, and disposal
- Metadata management and ensuring traceability
- Protocols for archiving and secure destruction
Classification and Retention Scheduling
- Designing classification schemes
- Establishing retention rules driven by legal, fiscal, and operational necessities
- Managing review cycles and handling exceptions
Digital Records and Automation
- Electronic document and records management systems (EDRMS)
- Digitization workflows and metadata tagging
- Leveraging automation to enhance compliance and efficiency
Change Management and Adoption
- Training staff on updated procedures
- Engaging leadership and cultivating change champions
- Creating internal policies and user guides
Practical Exercises and Review
- Case study: Mapping the records lifecycle for a government department
- Hands-on activity: Drafting a retention schedule
- Identifying common pitfalls and extracting lessons learned
Summary and Next Steps
Requirements
- Understanding of organizational documentation practices
- Experience with information handling or archiving processes
- Familiarity with compliance or public administration procedures
Target Audience
- Records officers
- Information governance professionals
- Public administrators and compliance staff
