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Course Outline

Overview of Records Management

  • Definition of records management and its strategic importance
  • Foundational terminology: records, archives, and information assets
  • Core principles for effective records governance

Regulatory Frameworks and Compliance

  • Statutory requirements for public records and retention schedules
  • Procedures for auditing and implementing legal holds
  • Alignment with ISO 15489 and applicable international standards

Lifecycle Management of Records

  • Processes for creation, classification, storage, retention, and disposition
  • Management of metadata to ensure traceability and integrity
  • Protocols for archival preservation and secure destruction

Classification and Retention Scheduling

  • Development of hierarchical classification systems
  • Determination of retention periods based on legal, fiscal, and operational mandates
  • Schedules for periodic review and management of exceptions

Digital Records and Automation

  • Implementation of Electronic Document and Records Management Systems (EDRMS)
  • Digitization initiatives and metadata annotation
  • Leveraging automation to enhance compliance and operational efficiency for government entities

Change Management and Adoption

  • Training programs for personnel on updated procedures
  • Engagement of executive leadership and change champions
  • Development of internal policies and user guidance documentation

Practical Exercises and Review

  • Case study: Mapping the records lifecycle within a government department
  • Workshop: Drafting a compliant retention schedule
  • Analysis of common challenges and key lessons learned

Summary and Next Steps

Requirements

  • Demonstrated knowledge of institutional recordkeeping protocols
  • Practical expertise in data lifecycle management and archival systems
  • Working familiarity with regulatory adherence and administrative frameworks

Intended Audience

  • Records management officers
  • Information governance specialists
  • Public sector administrators and compliance personnel seeking robust solutions for government
 7 Hours

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