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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