Records Management Training Course

Fundamentals of Records Administration

• Defining records management and its critical importance
• Core terminology: records, archives, and information assets
• Key principles of effective records governance

Regulatory Landscape and Compliance

• Public records legislation and retention obligations
• Processes for auditing and legal holds
• ISO 15489 and relevant international benchmarks

Records Lifecycle Oversight

• Stages of creation, classification, storage, retention, and disposal
• Metadata management and audit trail traceability
• Protocols for secure archiving and destruction

Classification Structures and Retention Scheduling

• Designing effective classification schemes
• Defining retention rules driven by legal, fiscal, and operational factors
• Establishing review cycles and managing exceptions

Digital Records and Automation

• Electronic Document and Records Management Systems (EDRMS)
• Digitization workflows and metadata tagging
• Leveraging automation for enhanced compliance and efficiency

Change Management and Organizational Adoption

• Staff training on updated procedures
• Engaging leadership and cultivating change champions
• Formulating internal policies and user documentation

Practical Application and Evaluation

• Case study analysis: mapping the records lifecycle for a government entity
• Hands-on session: creating a retention schedule
• Identifying common challenges and key takeaways

Conclusions and Future Actions