Mastering Archive and Records Management

Course Description:

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

Research has consistently demonstrated that when clear goals are associated with learning, it occurs more easily and rapidly. At the end of this course, you should be able to:

  • Define records and archives
  • Analyze records in context
  • Classify records
  • Understand different systems
  • Maintain and convert records

Understanding Records

  • What is Records Management?
  • Defining Records
  • Archives vs. Records
  • Life Cycle
  • Case Study
  • Assessment

Management of Records

  • What Is and Is Not a Record?
  • Record Programs
  • Management of Systems
  • Developing Standards
  • Case Study
  • Assessment

Context (I)

  • Techniques for Analyzing Records
  • Collecting Information
  • Organizational Needs
  • Legal Demands
  • Case Study
  • Assessment

Context (II)

  • Routine Process
  • Creative Process
  • System Analysis
  • Records Survey
  • Case Study
  • Assessment

Classification

  • Functionality
  • Prioritize
  • Assess and Review
  • Creating Meeting Arrangements
  • Case Study
  • Assessment

Paper-Based Systems

  • Arranging and Grouping
  • Building Files
  • Elementary & Intermediate
  • Metadata
  • Case Study
  • Assessment

Electronic Records

  • Classifying
  • Folders and Directories
  • Groupings
  • Metadata
  • Case Study
  • Assessment

Hybrid Systems

  • Routine Processes
  • Creative Processes
  • Design
  • Limitations
  • Case Study
  • Assessment

Appraisals & Systems

  • Taxonomy of Values
  • Macro Appraisal
  • Strategy & Criteria
  • Document & Review Decisions
  • Case Study
  • Assessment
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