Introduction
Records management involves the electronic storage of organization documents, physical storage of paper documents, custodial retention of cash equivalents, archive management, and use of third parties. to ensure the safety of organizational information an effective system for record management and archiving is required. The business processes of institutions are improved by the presence of a good record management system. At the end of this course participants ought to have gained the knowledge and skills of efficient and effective record management and archiving.
COURSE OBJECTIVES
By the end of the course, participants will be able to:
- Undertake recordkeeping analysis for an organization
- Design a record management plan
- Implement a record management system
- Learn about the record management best practices
- Understand monitoring and controlling of a record management system
DURATION
Physical Class 5 Days
Online Class - 5 Days
WHO SHOULD ATTEND
This course targets all secretaries and assistants who are responsible for records in their organizations. The course also targets all individuals who want to improve their record management systems.
COURSE OUTLINE
Records Management Fundamentals
- Introduction to records
- Records content context and structure
- Record management
- Records management regulatory environment
Records Management System
- Record management system characteristics
- Record management system components
Record Management Processes
- Identification of documents to be captured as records
- Life cycle of Records
- Record life cycle management best practices
o Capture of records
o Registration of records
o Classification of records
o Storage of records
o Access to records
o Tracking of records
- Records disposal implementation
- Records management process documentation
Records Control
- Records Metadata schema
- Business classification schemes
- Permission and access rules
- Disposition authorities
Records Management Policy
- Records management policy objectives
- Responsibilities of Record management
- Record management policy Key provisions
- Training and Competence
Protecting Vital Records
- Potential hazards assessment
- Policy and procedures that protect important documents
- Methods of protecting records
- Vital documents protection plan implementation
Monitoring and Auditing of Records Management System
- Undertaking regular management policy, plan, system and guidelines reviews of records
- Compliance to records management guidelines monitoring
- Records management policy changes
Electronic Records Management
- Electronic records types
- Introducing Electronic Records Management
- ERM management challenges
- Electronic Recordkeeping System (ERKS)
- Implementation issues of ERM and ERKS
Records Management Standards
- ISO 15489
- ISO 23081
- ISO 30300
- ISO 30301
GENERAL NOTES
- This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.
- Training manuals and additional reference materials are provided to the participants.
- Upon successful completion of this course, participants will be issued with a certificate.
- We can also do this as tailor-made course to meet organization-wide needs. Contact us to find out more about our courses at: Skyrokers Institute
- The training will be conducted at SKYROKERS TRAINING & CONSULTANCY INSTITUTE, Nairobi Kenya.
- The training fee covers tuition fees, training materials, lunch and training venue. Accommodation and airport transfer are arranged for our participants upon request.
- Payment should be sent to our bank account before start of training and proof of payment sent to: Info@skyrokersinstitute.com
