About Course

About Program

This Training on Records Management will guide participants through the principles and best practices of modern records management. It will cover key areas including structured document storage (both digital and hardcopy), secure retention and disposal of sensitive records and financial equivalents, end-to-end archive lifecycle management, and the utilization of third-party service providers for offsite storage and digitization.

Participants will gain a deeper understanding of the policies, tools, and technologies necessary to establish and maintain a robust records management system.

This training is delivered both online and in person to accommodate different work environments and learning preferences. Each format provides a structured and practical experience that supports skill development. Upon completion, participants receive a certificate.

Objectives of the Program

By the end of this training, participants will be able to:

• Conduct thorough recordkeeping analysis for any organization.
• Design and implement a comprehensive records management plan.
• Apply best practices in records management.
• Monitor and control records management systems effectively.

Target Audience

This course is recommended for secretaries, assistants, and any individuals responsible for managing records within their organizations. It is also suitable for those looking to enhance their records management skills

Training Period

Classroom: 5 Days

Virtual: 7 Days

COURSE MODULES

Records Management Fundamentals

• Introduction to Records
• Understanding Records Content, Context, and Structure
• Basics of Records Management
• Regulatory Environment for Records Management

Records Management Systems

• Key Characteristics of Records Management Systems
• Essential Components of Records Management Systems

Records Management Processes

• Identifying Documents to be Captured as Records
• Understanding the Records Lifecycle
• Best Practices for Records Lifecycle Management:
• Capturing Records
• Registering Records
• Classifying Records
• Storing Records
• Accessing Records
• Tracking Records

• Implementing Records Disposal
• Documenting Records Management Processes

Records Control

• Developing Records Metadata Schema
• Creating Business Classification Schemes
• Setting Permissions and Access Rules
• Establishing Disposition Authorities

Records Management Policy

• Objectives of Records Management Policy
• Assigning Responsibilities in Records Management
• Key Provisions of Records Management Policy
• Training and Competency Development

Protecting Vital Records

• Assessing Potential Hazards
• Developing Policies and Procedures to Protect Important Documents
• Implementing Methods for Protecting Records
• Executing Vital Documents Protection Plans

Monitoring and Auditing Records Management Systems

• Regularly Reviewing Management Policies, Plans, Systems, and Guidelines
• Monitoring Compliance with Records Management Guidelines
• Updating Records Management Policies

Electronic Records Management

• Types of Electronic Records
• Introducing Electronic Records Management (ERM)
• Challenges in ERM Management
• Understanding Electronic Recordkeeping Systems (ERKS)
• Addressing Implementation Issues of ERM and ERKS

Records Management Standards

• ISO 15489: Information and Documentation – Records Management
• ISO 23081: Metadata for Records
• ISO 30300: Management Systems for Records
• ISO 30301: Management System for Records – Requirements

Delivery Method

This program is taught through a mix of practical activities, theory, group work and case studies. Training manuals and additional reference materials are provided to the participants.

Certification

Upon successful completion of Training on Records Management, participants will be awarded a certificate of course completion.

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