Archive and Record Management Online Training Course

What is and is not a Record & to keep or not to keep…. that’s why ancient folks wrote their history on walls, because they were smart enough to know that, if they put it in the files, it would be lost forever.

Well, times have changed & records are now in every organization. From purchasing reciepts to tax documents to communications, they need to be identitied and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.  With our “ the participants will discover the basic elements of records management programs and different ways to manage records.

Key Objectives Of The Course:

• Define records and archives
• Analyze records in context
• Classify records
• Understand different systems
• Maintain and convert records

Module One: Getting Started 

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

Module Two: Understanding Records

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

Module Three: Management of Records

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

Module Four: Context (I)

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

Module Five: Context (II)

• Routine Process
• Creative Process
• System Analysis
• Records Survey
• Case Study
• Review Questions

Module Six: Classification

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

Module Seven: Paper-Based Systems

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

Module Eight: Electronic Records

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

Module Nine: Hybrid Systems

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

Module Ten: Appraisals & Systems

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

Module Eleven: Record Maintenance

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

Module Twelve: Wrapping Up

• Words from the Wise
• Review of Parking Lot
• Lessons Learned
• Completion of Action Plans and Evaluation

All of these professional training resources are based on the most up-to-date body of knowledge and carefully selected by subject matter experts.

We are just a step away to fulfill your eLearning requirements. For any queries on course-ware development please contact us at [email protected].

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