Course Outline

Module 1: Introduction to Records Management

• Defining records management and archival terminology
• Understanding documents vs. records
• Exploring the evolution of records management
• Using Microsoft OneNote for records planning
• Case Study: Assess an organization’s records management needs

Module 2: Records Lifecycle Management

• Analyzing the records lifecycle stages
• Implementing capture and registration processes
• Managing classification and access controls
• Using OpenText for lifecycle tracking
• Case Study: Design a records lifecycle workflow

Module 3: Compliance and Standards

• Navigating records management legislation
• Applying ISO 30300, ISO 30301, and ISO 15489 standards
• Conducting audits using GARP principles
• Reviewing ISO 27001 for information security
• Case Study: Develop a records compliance checklist

Module 4: Records Management Framework

• Defining roles and responsibilities of records managers
• Creating filing and metadata plans
• Establishing a records management audit register
• Using Microsoft SharePoint for framework implementation
• Case Study: Build a records management framework

Module 5: Records Classification and Types

• Classifying paper-based, audiovisual, and digital records
• Managing cartographic and micrographic records
• Applying security classifications
• Using metadata for record indexing
• Case Study: Classify a mixed-media records collection

Module 6: Records Creation and Filing

• Ensuring complete and accurate record creation
• Implementing filing systems and naming conventions
• Tracking active and inactive records
• Using DocuWare for file management
• Case Study: Design a filing system for a department

Module 7: Records Storage and Preservation

• Selecting storage facilities and safety standards
• Ensuring long-term preservation for various media
• Evaluating cloud storage advantages and risks
• Monitoring environmental conditions
• Case Study: Plan a records storage solution

Module 8: Records Retention and Scheduling

• Creating and updating retention schedules
• Meeting legal and functional retention requirements
• Developing a records inventory for operations
• Using retention software for automation
• Case Study: Draft a retention schedule for compliance

Module 9: Records Destruction and Disposition

• Implementing secure destruction processes
• Obtaining approvals and documenting disposal
• Managing vital documents protection plans
• Ensuring proof of termination
• Case Study: Execute a compliant records destruction plan

Module 10: Electronic Records Management Systems

• Implementing EDRMS and ERKS solutions
• Managing electronic records and scanning processes
• Addressing EDRMS implementation challenges
• Developing a records management policy
• Case Study: Deploy an EDRMS for an organization