Course Overview:
If you’re looking to advance your career in administrative or records management roles, this course is an ideal opportunity to enhance your skills, stay current with industry trends, and contribute to your organization’s success. In today’s information-driven environment, effective document and records management is critical for organizational efficiency, compliance, and decision-making. This course is designed to equip participants with the skills and tools necessary to manage records and documents systematically, ensuring accuracy, security, and easy retrieval. Participants will explore best practices in both physical and digital records management systems and understand how to implement these strategies to improve productivity and meet legal requirements.
Duration
5 Days
Who Should Attend
- Records Managers
- Administrative and Office Managers
- Document Controllers
- Archivists
- IT and Database Administrators
- Compliance Officers
- Legal Professionals dealing with records
- Any personnel responsible for handling and managing sensitive information or documents
Course Objectives
By the end of this course, participants will be able to:
- Understand the principles and importance of effective document and records management.
- Implement both physical and digital records management systems.
- Ensure compliance with legal and regulatory requirements for document handling.
- Develop strategies to securely store, protect, and archive records.
- Optimize document retrieval systems for improved efficiency.
- Utilize document management software tools to streamline workflows.
- Develop policies and procedures for systematic record management.
- Evaluate and improve existing document and records management systems in their organization.
Course Outline:
Module 1: Introduction to Records Management
- Overview of Document and Records Management
- Key Concepts and Definitions
- Importance of Effective Records Management in Organizations
- Records Life Cycle and Management Frameworks
Module 2: Legal and Regulatory Requirements
- Legal Considerations in Records Management
- Compliance with Industry-Specific Standards (e.g., ISO 15489)
- Risk Management and Information Governance
- Case Studies on Compliance Failures
Module 3: Digital Records and Document Management Systems
- Transitioning from Paper to Digital Records
- Electronic Document Management Systems (EDMS)
- Metadata Management
- Cloud Storage and Security Considerations
Module 4: Best Practices for Managing Paper Records
- Physical Storage Solutions
- Cataloging and Indexing Techniques
- Developing Archiving and Retention Policies
- Secure Disposal of Documents
Module 5: Implementing and Optimizing Document Management Systems
- Software Solutions and Tools for Document Management
- Document Workflow Automation
- Improving Accessibility and Collaboration
- Developing Organizational Policies and Procedures
- Course Review and Action Plan
