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Course Outline
Introduction to Records Administration
- The significance of records management in the public sector
- Key concepts: records, archives, and information assets
- Foundational principles of effective records governance
Regulatory Frameworks and Compliance
- Public records legislation and retention mandates
- Legal holds and audit procedures
- International standards, including ISO 15489
Records Lifecycle Management
- Stages: creation, classification, storage, retention, and disposal
- Managing metadata and ensuring traceability
- Archiving standards and secure destruction protocols
Classification and Retention Scheduling
- Formulating classification schemes
- Defining retention rules driven by legal, fiscal, and operational needs
- Review cycles and managing exceptions
Digital Records and Automation
- Electronic Document and Records Management Systems (EDRMS)
- Digitization processes and metadata tagging
- Leveraging automation for compliance and operational efficiency
Change Management and Adoption
- Staff training on updated procedures
- Engaging leadership and identifying change champions
- Creating internal policies and user guides
Practical Exercises and Review
- Case study: Mapping the records lifecycle for a government department
- Hands-on activity: Drafting a retention schedule
- Identifying common pitfalls and key lessons learned
Summary and Next Steps
Requirements
- A solid grasp of organizational documentation practices
- Prior experience in information handling or archiving processes
- Knowledge of compliance frameworks or public administration protocols
Intended Audience
- Records Officers
- Information Governance Professionals
- Public Administrators and Compliance Personnel
7 Hours
