Archiving & Records Management

Administrative Skills


Description

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

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

Archiving and Records Management Course Outline:
Module One: Getting Started
Workshop Objectives

Module Two: Understanding Records
What is Records Management?
Defining Records
Archives vs. Records
Life Cycle
Case Study
Module Two: Review Questions

Module Three: Management of Records
What Is and Is Not a Record?
Record Programs
Management of Systems
Developing Standards
Case Study
Module Three: Review Questions

Module Four: Context (I)
Techniques for Analyzing Records
Collecting Information
Organizational Needs
Legal Demands
Case Study
Module Four: Review Questions

Module Five: Context (II)
Routine Process
Creative Process
System Analysis
Records Survey
Case Study
Module Five: Review Questions

Module Six: Classification
Functionality
Prioritize
Assess and Review
Develop a Tool
Case Study
Module Six: Review Questions

Module Seven: Paper-Based Systems
Arranging and Grouping
Building Files
Elementary & Intermediate
Metadata
Case Study
Module Seven: Review Questions

Module Eight: Electronic Records
Classifying
Folders and Directories
Groupings
Metadata
Case Study
Module Eight: Review Questions

Module Nine: Hybrid Systems
Routine Processes
Creative Processes
Design
Limitations
Case Study
Module Nine: Review Questions

Module Ten: Appraisals & Systems
Taxonomy of Values
Macro Appraisal
Strategy & Criteria
Document & Review Decisions
Case Study
Module Ten: Review Questions

Module Eleven: Record Maintenance
Paper
Electronic
Create Archives
Conversion
Case Study
Module Eleven: Review Questions

Content
  • Archiving and Records
  • 1. Introduction
  • 2. Understanding Records
  • Module 2 Case Study
  • ARM - 01 Life Cycle
  • 3. Management of Records
  • Module 3 Case Study
  • ARM - 04 SWOT
  • 4. Context Part I
  • Module 4 Case Study
  • ARM - 02 Records
  • 5. Context Part II
  • Module 5 Case Study
  • ARM - 03 Tools
  • 6. Classification
  • Module 6 Case Study
  • ARM - 05 Functional Analysis
  • ARM - 06 Function
  • ARM - 07 Prioritize
  • 7. Pape-based Systems
  • Module 7 Case Study
  • ARM - 08 Building Files
  • 8. Electronic Records
  • Module 8 Case Study
  • 9. Hybrid Systems
  • Module 9 Case Study
  • ARM - 09 Directory
  • ARM - 10 Design
  • 10. Appraisals _ Systems
  • Module 10 Case Study
  • ARM - 11 Retention Schedule
  • 11. Record Maintenance
  • Module 11 Case Study
  • ARM - 12 Paper Records Risks
  • ARM - 13 Electronic Records Risks
  • Closing
  • Recommended Reading List.Records Management
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever