ELEV-OM 003: Archiving And Records Management

Course Description:
ELEV-OM 003: Archiving and Records Management
Every organization is accountable for maintaining records, a fundamental aspect of achieving success. This workshop is designed to empower participants with the knowledge and skills to efficiently create, organize, and maintain records and archives, thereby enhancing liability protection, productivity, and the bottom line.
Course Sections:
Module One: Getting Started
– Icebreaker
– Housekeeping Items
– The Parking Lot
– Workshop Objectives
Module Two: Understanding Records
– What is Records Management?
– Defining Records
– Archives vs. Records
– Life Cycle
– Case Study
– Module Two: Review Questions
Module Three: Management of Records
– What Is and Is Not a Record?
– Record Programs
– Management of Systems
– Developing Standards
– Case Study
– Module Three: Review Questions
Module Four: Context (I)
– Techniques for Analyzing Records
– Collecting Information
– Organizational Needs
– Legal Demands
– Case Study
– Module Four: Review Questions
Module Five: Context (II)
– Routine Process
– Creative Process
– System Analysis
– Records Survey
– Case Study
– Module Five: Review Questions
Module Six: Classification
– Functionality
– Prioritize
– Assess and Review
– Develop a Tool
– Case Study
– Module Six: Review Questions
Module Seven: Paper-Based Systems
– Arranging and Grouping
– Building Files
– Elementary & Intermediate
– Metadata
– Case Study
– Module Seven: Review Questions
Module Eight: Electronic Records
– Classifying
– Folders and Directories
– Groupings
– Metadata
– Case Study
– Module Eight: Review Questions
Module Nine: Hybrid Systems
– Routine Processes
– Creative Processes
– Design
– Limitations
– Case Study
– Module Nine: Review Questions
Module Ten: Appraisals & Systems
– Taxonomy of Values
– Macro Appraisal
– Strategy & Criteria
– Document & Review Decisions
– Case Study
– Module Ten: Review Questions
Module Eleven: Record Maintenance
– Paper
– Electronic
– Create Archives
– Conversion
– Case Study
– Module Eleven: Review Questions
Join us in mastering the art of Archiving and Records Management to boost your organization’s efficiency and success.
Course Features
- Duration 50 hours
- Activities Office Mastery Program