Administrative Skills

(Archiving & Records Management)


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 your 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




Archiving and Records Management Course Outline:



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

  • 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