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Archiving and Records Management

Archiving and Records Management

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Description

Records are in every organization. From purchasing reciepts to tax documents to communications, they need to be identitied and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems. 

With our “Archive and Records Management” Course, you will discover the basic elements of records management programs and different ways to manage records.

Course Curriculum

  • Introduction
    • Course Objectives ..
  • Module 1
    • Understanding Records ..
    • What is Records Management? ..
    • Defining Records ..
    • Archives vs. Records ..
    • Life Cycle ..
    • Knowledge Check ..
  • Module 2
    • Management of Records ..
    • What Is and Is Not a Record? ..
    • Record Programs ..
    • Management of Systems ..
    • Developing Standards ..
    • Knowledge Check ..
  • Module 3
    • Context (I) ..
    • Techniques for Analyzing Records ..
    • Collecting Information ..
    • Organizational Needs ..
    • Legal Demands ..
    • Knowledge Check ..
  • Module 4
    • Context (II) ..
    • Routine Process ..
    • Creative Process ..
    • System Analysis ..
    • Records Survey ..
    • Knowledge Check ..
  • Module 5
    • Classification ..
    • Functionality ..
    • Prioritize ..
    • Assess and Review ..
    • Develop a Tool ..
    • Knowledge Check ..
  • Module 6
    • Paper-Based Systems ..
    • Arranging and Grouping ..
    • Building Files ..
    • Elementary and Intermediate ..
    • Metadata ..
    • Knowledge Check ..
  • Module 7
    • Electronic Records ..
    • Classifying ..
    • Folders and Directories ..
    • Groupings ..
    • Metadata ..
    • Knowledge Check ..
  • Module 8
    • Hybrid Systems ..
    • Routine Processes ..
    • Creative Processes ..
    • Design ..
    • Limitations ..
    • Knowledge Check ..
  • Module 9
    • Appraisals & Systems ..
    • Taxonomy of Values ..
    • Macro Appraisal ..
    • Strategy & Criteria ..
    • Document & Review Decisions ..
    • Knowledge Check ..
  • Module 10
    • Record Maintenance ..
    • Paper ..
    • Electronic ..
    • Create Archives ..
    • Conversion ..
    • Knowledge Check ..
  • Assessment
    • Post Test ..