Archiving and Records Management Training

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Every company must keep records to allow for future reference. This allows employees to reflect on their actions, adapt to the situations in the records and record evidence of other events in the company. Anecdotal reports, employee profiles and financial records are all examples of records. Each one of these records plays a crucial role in the company’s management and provides vital information about the company. This course will help you and your team become records managers as best you can.

Archivists are among the company's unsung heroes. They keep the company's records and data in a quiet manner. Their effective management keeps the company's heart beating. These methods will teach your team members to categorize their records and keep them carefully. This course will help you create a team capable of maintaining all data required for your company's operations. This course is well-suited for sessions on organisation, disaster management, information flow, and other topics.

A survey of an organisation is the first step in any company's archiving efforts. Archiving surveys are used for determining the best places to store documents, what type they should be stored, and where they should go. All employees are asked questions regarding their document storage requirements when conducting an archive survey. These surveys not only help to determine the best document storage locations but also allow managers to identify any gaps in training or documentation.

The organisation's archiving policy will be determined by the staff of archives. There are many policies that must follow if documents are to archive for legal purposes. These policies usually outline who can access the documents and when they can be accessed. They also specify what kind of documentation is allowed. This will give you valuable information about state and local regulations concerning records retention, document destruction, and paper shredding. Learn how to identify the documents you should retain, reduce redundancy, store them electronically, and how to access them electronically.

This Records Management Training course is designed to help fulfill your compliance obligations. This includes information about electronic records and how they can be accessed. This also covers the legal requirements for proper records.

Contact us to learn more about our training courses and other services. We are helping companies and teams become their best performers. Your team might be next. Register now!

Archiving and Records Management Outline

Lesson One

Getting Started

• Icebreaker
• Housekeeping Items
• The Parking Lot
• Workshop Aims

Lesson Two

Understanding Records

• What is Records Management?
• Defining Records
• Archives vs. Records
• Life Cycle
• Case Study
• Review Questions

Lesson Three

Management of Records

• What Is and Isn’t a Record?
• Record Programs
• Management of Systems
• Developing Standards
• Case Study
• Review Questions

Lesson Four

Context (I)

• Techniques for Analyzing Records
• Collecting Information
• Organizational Needs
• Legal Demands
• Case Study
• Review Questions

Lesson Five

Context (II)

• Routine Procedure
• Creative Process
• System Evaluation
• Records Survey
• Case Study
• Review Questions

Lesson Six

Classification

• Functionality
• Prioritize
• Assess and Review
• Develop a Tool
• Case Study
• Review Questions

Lesson Seven

Paper-Based Systems

• Arranging and Grouping
• Building Files
• Elementary & Intermediate
• Metadata
• Case Study
• Review Questions

Lesson Eight

Electronic Records

• Classifying
• Folders and Directories
• Groupings
• Metadata
• Case Study
• Review Questions

Lesson Nine

Hybrid Systems

• Routine Processes
• Creative Processes
• Design
• Limitations
• Case Study
• Review Questions

Lesson Ten

Appraisals & Systems

• Taxonomy of Values
• Macro Evaluation
• Strategy & Criteria
• Document & Review Decisions
• Case Study
• Review Questions

Lesson Eleven

Record Maintenance

• Paper
• Electronic
• Create Archives
• Conversion
• Case Study
• Review Questions

Lesson Twelve

Wrapping Up

• Words From the Wise
• Review of Parking Lot
• Lessons Learned
• Completion Of Action Plans and Evaluations