Course Overview
This course provides a comprehensive understanding of effective record keeping and information management principles. Participants will learn how to establish and maintain efficient record systems, ensuring compliance with legal and regulatory requirements while maximizing information accessibility and value.
By the end of this course, participants will have the knowledge and skills to establish and maintain a robust record management system that supports organizational efficiency, compliance, and decision-making.
Course Duration
5 Days
Who Should Attend
- Office administrators
- Records managers
- Information management professionals
- Legal professionals
- Anyone responsible for managing or overseeing records in an organization
Course Objectives
By the end of this course, participants will be able to:
- Understand the fundamentals of record-keeping and information management.
- Learn how to design and implement an effective record management system.
- Gain insights into legal and regulatory requirements related to record-keeping.
- Develop skills in managing digital records and ensuring data security.
- Master techniques for archiving, retrieving, and disposing of records efficiently.
Course Outline:
Module 1: Foundations of Record Keeping and Information Management
- Understanding the concept of records and information
- The importance of effective record keeping
- Legal and regulatory framework for record management
- Benefits of a well-managed record system
Module 2: Records Lifecycle Management
- The stages of a record's lifecycle (creation, use, storage, retention, disposal)
- Developing a record retention schedule
- Implementing a records disposal policy
- Managing electronic records
Module 3: Records Classification and Organization
- Developing a classification system
- Creating a filing system
- Implementing a record indexing system
- Using metadata to describe records
Module 4: Information Security and Protection
- Identifying sensitive information
- Implementing access controls
- Protecting records from physical and digital threats
- Developing a data breach response plan
Module 5: Technology and Record Management
- Using technology to streamline record management
- Document imaging and electronic records
- Cloud storage and collaboration tools
- Records management software
