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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 requirements
- Auditing processes and legal holds
- ISO 15489 and other relevant international standards
Records Lifecycle Management
- Phases: creation, classification, storage, retention, and disposal
- Metadata management and traceability
- Archiving procedures and secure destruction protocols
Classification and Retention Scheduling
- Development of classification schemes
- Establishing retention rules based on legal, fiscal, and operational needs
- Review cycles and managing exceptions
Digital Records and Automation
- Electronic Document and Records Management Systems (EDRMS)
- Digitization and metadata tagging
- Leveraging automation for enhanced compliance and efficiency
Change Management and Adoption
- Training staff on new procedures
- Engaging leadership and fostering change champions
- Developing internal policies and user guides
Practical Exercises and Review
- Case study: mapping a records lifecycle for a government department
- Hands-on activity: drafting a retention schedule
- Identifying common pitfalls and learning from past experiences
Summary and Next Steps
Requirements
- A foundational understanding of organizational documentation practices.
- Experience with information handling or archiving processes.
- Familiarity with compliance frameworks or public administration procedures.
Audience
- Records Officers
- Information Governance Professionals
- Public Administrators and Compliance Staff
7 Hours
Custom Corporate Training
Training solutions designed exclusively for businesses.
- Customized Content: We adapt the syllabus and practical exercises to the real goals and needs of your project.
- Flexible Schedule: Dates and times adapted to your team's agenda.
- Format: Online (live), In-company (at your offices), or Hybrid.
Price per private group, online live training, starting from 1300 € + VAT*
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