Course Outline

Introduction to Records Management

  • Overview of records management and its importance for government operations
  • Key terms: records, archives, information assets for government use
  • Principles of effective records governance for government entities

Regulatory Frameworks and Compliance

  • Public records laws and retention requirements for government agencies
  • Auditing practices and legal holds in the public sector
  • ISO 15489 and other international standards relevant to government operations

Records Lifecycle Management

  • Stages of the records lifecycle: creation, classification, storage, retention, disposal for government records
  • Metadata management and traceability in governmental contexts
  • Archiving procedures and secure destruction protocols for government documents

Classification and Retention Scheduling

  • Developing classification schemes tailored to government needs
  • Establishing retention rules based on legal, fiscal, and operational requirements for government agencies
  • Review cycles and exception management processes for government records

Digital Records and Automation

  • Utilizing electronic document and records management systems (EDRMS) in government operations
  • Digitization techniques and metadata tagging practices for government documents
  • Leveraging automation to enhance compliance and efficiency in government record-keeping

Change Management and Adoption

  • Training government staff on new records management procedures
  • Engaging leadership and change champions within government agencies
  • Developing internal policies and user guides for government employees

Practical Exercises and Review

  • Case study: mapping a records lifecycle for a government department
  • Hands-on exercise: drafting a retention schedule for government use
  • Common pitfalls and lessons learned in government records management

Summary and Next Steps

Requirements

  • An understanding of organizational documentation practices for government
  • Experience with information handling or archiving processes
  • Familiarity with compliance or public administration procedures

Audience

  • Records officers
  • Information governance professionals
  • Public administrators and compliance staff
 7 Hours

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