INTRODUCTION
Records management includes the electronic archiving of business records, the physical preservation of paper records, the custody of currency equivalents, the management of archives, and the usage of third parties. An efficient record management and archiving system is needed to guarantee the security of corporate data. The availability of a robust record management system enhances the business operations of institutions. Participants in this course should have acquired the information and abilities necessary for efficient and effective record management and archiving by the conclusion of it.
COURSE OBJECTIVES
Participants will be able to:
- Conduct recordkeeping analyses for organizations
- Create record management plans
- Implement record management systems
- Learn about record management best practices
- Recognize monitoring and controlling of a record management system by the end of the course.
DURATION
5 Days
WHO SHOULD ATTEND
All secretaries and assistants who are in charge of keeping records in their workplaces are the target audience for this training. The program is intended for everyone who wants to enhance their record-keeping procedures.
COURSE OUTLINE
Records Management Fundamentals
- Introduction to records
- Records content context and structure
- Record management
- Records management regulatory environment
Records Management System
- Record management system characteristics
- Record management system components
Record Management Processes
- Identification of documents to be captured as records
- Life cycle of Records
- Record life cycle management best practices
o Capture of records
o Registration of records
o Classification of records
o Storage of records
o Access to records
o Tracking of records
- Records disposal implementation
- Records management process documentation
Records Control
- Records Metadata schema
- Business classification schemes
- Permission and access rules
- Disposition authorities
Records Management Policy
- Records management policy objectives
- Responsibilities of Record management
- Record management policy Key provisions
- Training and Competence
Protecting Vital Records
- Potential hazards assessment
- Policy and procedures that protect important documents
- Methods of protecting records
- Vital documents protection plan implementation
Monitoring and Auditing of Records Management System
- Undertaking regular management policy, plan, system and guidelines reviews of records
- Compliance to records management guidelines monitoring
- Records management policy changes
Electronic Records Management
- Electronic records types
- Introducing Electronic Records Management
- ERM management challenges
- Electronic Recordkeeping System (ERKS)
- Implementation issues of ERM and ERKS
Records Management Standards
- ISO 15489
- ISO 23081
- ISO 30300
- ISO 30301
GENERAL NOTES
- Our seasoned instructors, who have years of experience as seasoned professionals in their respective fields of work, will be teaching this course. A combination of practical exercises, theory, group projects, and case studies are used to teach the course.
- The participants receive training manuals and supplementary reading materials.
- Participants who complete this course successfully will receive a certificate.
- We can also create a course specifically for your organization to match your needs. To learn more, get in touch with us at training@dealsontrainers.org.
- The training will take place at DEALSON TRAINERS IN NAIROBI, KENYA in Nairobi, Kenya.
- The training fee includes lunch, course materials, and lodging for the training session. Upon request, we may arrange for our participants' lodging and transportation to the airport.
- Payment must be made to our bank account before the training begins, and documentation of payment should be emailed to training@dealsontrainers.org