Records Management Training Course

Introduction to Records Management

• The definition of records management and its significance
• Key terminology: records, archives, information assets
• Fundamental principles of effective records governance

Regulatory Frameworks and Compliance

• Public records laws and mandatory retention requirements
• Auditing processes and legal holds
• ISO 15489 and other relevant international standards

Records Lifecycle Management

• Stages including creation, classification, storage, retention, and disposal
• Metadata management and ensuring traceability
• Protocols for archiving and secure destruction

Classification and Retention Scheduling

• Creating effective classification schemes
• Establishing retention rules based on legal, fiscal, and operational necessities
• Implementing review cycles and managing exceptions

Digital Records and Automation

• Electronic document and records management systems (EDRMS)
• Digitization processes and metadata tagging
• Leveraging automation to enhance compliance and efficiency

Change Management and Adoption

• Training staff on updated procedures
• Engaging leadership and identifying change champions
• Formulating internal policies and user guides

Practical Exercises and Review

• Case study: Mapping the records lifecycle for a government department
• Practical activity: Drafting a retention schedule
• Identifying common pitfalls and reviewing lessons learned

Summary and Next Steps