BUY COURSE NOW - online self directed

With our Archiving and Records Management workshop, participants will learn how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct record keeping will not only offer liability protection; it will also increase efficiency and productivity - ultimately contributing to improving your bottom line.

Course Objectives:

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

Course Outline:


Archiving and Records Management

Module One: Understanding Records

• What is Records Management?

• Defining Records

• Archives vs. Records

• Life Cycle

• Case Study

• Module One: Review Questions

Module Two: Management of Records

• What Is and Is Not a Record?

• Record Programs

• Management of Systems

• Developing Standards

• Case Study

• Module Two: Review Questions

Module Three: Context (I)

• Techniques for Analyzing Records

• Collecting Information

• Organizational Needs

• Legal Demands

• Case Study

• Module Three: Review Questions

Module Four: Context (II)

• Routine Process

• Creative Process

• System Analysis

• Records Survey

• Case Study

• Module Four: Review Questions

Module Five: Classification

• Functionality

• Prioritize

• Assess and Review

• Develop a Tool

• Case Study

• Module Five: Review Questions

Module Six: Paper-Based Systems

• Arranging and Grouping

• Building Files

• Elementary & Intermediate

• Metadata

• Case Study

• Module Six: Review Questions

Module Seven: Electronic Records

• Classifying

• Folders and Directories

• Groupings

• Metadata

• Case Study

• Module Seven: Review Questions

Module Eight: Hybrid Systems

• Routine Processes

• Creative Processes

• Design

• Limitations

• Case Study

• Module Eight: Review Questions

Module Nine: Appraisals & Systems

• Taxonomy of Values

• Macro Appraisal

• Strategy & Criteria

• Document & Review Decisions

• Case Study

• Module Nine: Review Questions

Module Ten: Record Maintenance

• Paper

• Electronic

• Create Archives

• Conversion

• Case Study

• Module Ten: Review Questions

Module Eleven: Assignment Review / Wrap Up