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Course Outline
Introduction to Records Management
- Definition of records management and its significance
- Key terminology: records, archives, information assets
- Principles of effective records governance
Regulatory Frameworks and Compliance
- Public records legislation and retention requirements
- Auditing procedures and legal holds
- ISO 15489 and other international standards
Records Lifecycle Management
- Stages: creation, classification, storage, retention, and disposal
- Metadata management and traceability
- Archiving strategies and secure destruction protocols
Classification and Retention Scheduling
- Development of classification schemes
- Setting retention rules based on legal, fiscal, and operational needs
- Review cycles and exception management
Digital Records and Automation
- Electronic Document and Records Management Systems (EDRMS)
- Digitization processes and metadata tagging
- Leveraging automation for compliance and efficiency
Change Management and Adoption
- Training staff on new procedures
- Engaging leadership and change champions
- Developing internal policies and user guides
Practical Exercises and Review
- Case study: Mapping a records lifecycle for a government department
- Hands-on exercise: Drafting a retention schedule
- Common pitfalls and lessons learned
Summary and Next Steps
Requirements
- An 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
7 Hours
