Introduction

This course gives an introduction to the principles and practices of managing records. It also provides an understanding of the specific considerations and challenges involved in developing and implementing electronic records management systems.

Knowledge Development Objectives

At the end of the course, participants will be able to:

  • Understand the objectives and value of records management.
  • Carry out information surveys to find out what information exists in your organization.
  • Develop sustainable policies on records and improve their management.
  • Learn how records underpin accountability and Freedom of information requirements.
  • Identify management issues associated with the use of electronic records, including email.
  • Understand the key features and benefits of electronic records management systems (EDRMS).
  • Develop practical strategies for implementing electronic document and records management systems.
  • Assess the risks associated with the use of email and other electronic document and records management technologies.

Course Content

  • The importance of records and information as a vital resource.
  • Records control systems.
  • Classification systems.
  • Retention and disposal policies.
  • Records appraisal and archiving.
  • Carrying out information audits.
  • Electronic and paper based records: similarities and differences.
  • Risk associated with electronic records.
  • Email: Friend of foe?
  • EDRMS – developing a business case.
  • EDRMS – building a requirements specification
  • EDRMS – implementation and change management.
  • Long-term preservation of electronic records.

Who Should Attend:

This course is ideal for records managers, project managers, business consultants, senior managers, auditors and anyone involved in managing or using records and the information contained in them.