Archiving and Records Management Training

Every company must keep records to allow for future reference. This allows employees to reflect on their actions, adapt to the situations in the records and record evidence of other events in the company. Anecdotal reports, employee profiles and financial records are all examples of records. Each one of these records plays a crucial role in the company’s management and provides vital information about the company. This course will help you and your team become records managers as best you can.

Archivists are among the unsung heroes in the company. They keep the company's records and data in a quiet manner. Their effective management keeps the company's heart beating. These methods will teach your team members to categorize their records and keep them carefully. This course will help you create a team capable of maintaining all data necessary for your company's operations. This course is well-suited for sessions on organization, disaster management, information flow, and other topics.

A survey of an organization is the first step in any company's archiving efforts. Archiving surveys are used for determining the best places to store documents, what type they are, and where they should go. All employees are asked questions regarding their document storage requirements when conducting an archive survey. These surveys not only help to determine the best document storage locations but also allow managers to identify any gaps in training or documentation.

The organization's archiving policy will be determined by the staff of archives. There are many policies that must follow if documents are to archive for legal purposes. These policies usually outline who can access the documents and when they can be accessed. They also specify what kind of documentation is allowed. This will give you valuable information about state and local regulations on records retention, document destruction, and paper shredding. Learn how to identify the documents you should retain, reduce redundancy, store them electronically, and how to access them electronically.

This Records Management Training course is designed to help fulfill your compliance obligations. This includes information about electronic records and how they can be accessed. This also covers the legal requirements for proper records.

Outline of Archiving and Records Management

Lesson One

Getting Started

• Icebreaker
• Housekeeping Items
• Parking Lot
• Workshop Objectives

Lesson Two

Understanding Records

• What is Records Management?
• Defining Records
• Archives vs. Record
• Life Cycle
• Case Study
• Review Questions

Lesson Three

Management of Records

• What is a Record and What Isn't?
• Recording Programs
• System Management
• Standardization Development
• Case Study
• Review Questions

Lesson Four

Context (I).

• Techniques for Analyzing Records
• Collecting information
• Organizational Needs
• Demands
• Case Study
• Questions to Review

Lesson Five

Context II

• Routine Procedure
• Creative Process
• System Evaluation
• Survey of Records
• Case Study
• Review Questions

Lesson Six

Classification

• Functionality
• Prioritize
• Assess and Review
• Create a tool
• Case Study
• Review Questions

Lesson Seven

Paper-Based Systems

• Arranging and grouping
• Building Files
• Elementary and Intermediate
• Metadata
• Case Study
• Review Questions

Lesson Eight

Electronic Records

• Klassifying
• Directory Folders
• Groupings
• Metadata
• Case Study
• Review Questions

Lesson Nine

Hybrid Systems

• Routine Processes
• Creative Processes
• Design
• Limitations
• Case Study
• Review Questions

Lesson Ten

Systems & Appraisals

• Taxonomy for Values
• Macro Evaluation
• Strategy & Criteria
• Document and Review Decisions
• Case Study
• Review Questions

Lesson Eleven

Record Maintenance

• Paper
• Electronic
• Create Archives
• Conversion
• Case Study
• Review Questions

Lesson Twelve

Wrapping up

• Words from the Wise
• Parking Lot Review
• Lessons Learned
• Completed Action Plans and Evaluations