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Course Outline
Introduction to Records Management
- Defining 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 holds
- ISO 15489 and other international standards
Records Lifecycle Management
- Creation, classification, storage, retention, and disposal
- Metadata management and traceability
- Archiving and secure destruction protocols
Classification and Retention Scheduling
- Developing robust classification schemes
- Establishing retention rules based on legal, financial, and operational requirements
- Review cycles and managing exceptions
Digital Records and Automation
- Electronic document and records management systems (EDRMS)
- Digitization and metadata tagging
- Leveraging automation for compliance and efficiency
Change Management and Adoption
- Training staff on updated procedures
- Engaging 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 session: Drafting a retention schedule
- Common pitfalls and lessons learned
Summary and Next Steps
Requirements
- Familiarity with organizational documentation practices
- Experience with information handling or archiving processes
- Knowledge of compliance or public administration procedures
Audience
- Records officers
- Information governance professionals
- Public administrators and compliance staff
7 Hours
