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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
- Foundational principles of effective records governance
Regulatory Frameworks and Compliance
- Public records laws and specific retention requirements
- Auditing procedures and legal holds
- ISO 15489 and other relevant international standards
Records Lifecycle Management
- Processes for creation, classification, storage, retention, and disposal
- Metadata management and ensuring traceability
- Protocols for archiving and secure destruction
Classification and Retention Scheduling
- Developing effective classification schemes
- Establishing retention rules based on legal, fiscal, and operational needs
- Managing review cycles and handling exceptions
Digital Records and Automation
- Electronic document and records management systems (EDRMS)
- Digitization workflows and metadata tagging
- Leveraging automation for improved compliance and efficiency
Change Management and Adoption
- Training staff on new procedures
- Engaging leadership and change champions
- Creating 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 reviewing lessons learned
Summary and Next Steps
Requirements
- Familiarity with organizational documentation practices
- Experience in information handling or archiving processes
- Knowledge of compliance or public administration procedures
Audience
- Records officers
- Information governance professionals
- Public administrators and compliance staff
7 Hours
Testimonials (1)
The content itself is good.
JONATHAN FLETCHER - Comision para el Mercado Financiero
Course - Microsoft Purview: Data Governance and Compliance
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