Records Management Training Course

Introduction to Records Management

• Defining records management and its significance
• Core terminology: records, archives, and information assets
• Fundamental principles of effective records governance

Regulatory Frameworks and Compliance

• Public records legislation and retention mandates
• Auditing processes and legal hold requirements
• ISO 15489 and other global standards

Records Lifecycle Management

• Stages of creation, classification, storage, retention, and disposal
• Managing metadata and ensuring traceability
• Protocols for archiving and secure destruction

Classification and Retention Scheduling

• Constructing effective classification schemes
• Defining retention rules based on legal, financial, and operational criteria
• Review cycles and handling exceptions

Digital Records and Automation

• Electronic Document and Records Management Systems (EDRMS)
• Digitization processes and metadata tagging
• Leveraging automation to enhance compliance and efficiency

Change Management and Adoption

• Staff training on updated procedures
• Involving leadership and change champions
• Creating internal policies and user manuals

Practical Exercises and Review

• Case study: Mapping the records lifecycle for a government agency
• Practical task: Drafting a retention schedule
• Identifying common pitfalls and key takeaways

Summary and Next Steps