Archiving and Records Management (Self-paced)
Records are kept in every organization. Records need to be identified and managed properly, from purchasing receipts to tax documents to communications. The method of records management that a company uses should be tailored to fit the needs of that organization. There are, however, some basic concepts in most records management systems.
With our “Archive and Records Management” workshop, your participants will discover the basic elements of records management programs and various ways to manage records.
Objectives:
- Define records and archives
- Analyze records in context
- Classify records
- Understand different systems
- Maintain and convert records
Enroll in our Self-Paced Online Course on Records Management!
This self-paced online course is designed to provide you with a comprehensive understanding of records management. By the end of this course, you will have gained valuable skills and knowledge that can be immediately applied in your professional life. Don’t miss this opportunity to enhance your career and become an expert in records management! Enroll today! ????
Course Outline:
- Introduction: Begin your journey with a clear understanding of the course’s objectives and a pre-assessment to gauge your current knowledge.
- Understanding Records: At your own pace, learn the fundamentals of records management, including the definition and life cycle of records, and the difference between archives and records.
- Management of Records: Dive into what constitutes a record, how to implement a record program, and how to develop standards for record systems.
- Context (I): Master the techniques for analyzing records, collecting information, and understanding organizational and legal needs.
- Context (II): Discover the routine and creative processes applied to record systems, learn how to conduct a records survey, and perform a system analysis.
- Classification: Learn how to classify records based on functionality, prioritization, assessment, and review, and develop a classification tool.
- Paper-Based Systems: Understand how to arrange and group paper records, build files, and use metadata to describe records.
- Electronic Records: Learn how to classify electronic records, create folders and directories, and use groupings and metadata.
- Hybrid Systems: Learn how to combine paper and electronic records, design a hybrid system, and understand its limitations.
- Appraisals & Systems: Learn how to evaluate records using a taxonomy of values, a macro appraisal, and a strategy and criteria, and document and review decisions.
- Record Maintenance: Learn how to maintain paper and electronic records, create archives, and convert records to different formats.
- Conclusion: Review the main points, lessons learned, and post-assessment of this course, and get some recommended reading.