Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

With our Archiving and Records Management two hour course, participants will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.

Completing this course will confer 2 CPD Credits towards internationally recognised Continuous Professional Development Requirements within organisations operating this kind of staff development methodology.

Course Outline

Module One: Getting Started

Module Two: Understanding Records

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

Module Three: Management of Records

• What Is and Is Not a Record?
• Record Programs
• Management of Systems
• Developing Standards
• Case Study
• Review Questions

Module Four: Context (I)

• Techniques for Analyzing Records
• Collecting Information
• Organizational Needs
• Legal Demands
• Case Study
• Review Questions

Module Five: Context (II)

• Routine Process
• Creative Process
• System Analysis
• Records Survey
• Case Study
• Review Questions

Module Six: Classification

• Functionality
• Prioritize
• Assess and Review
• Develop a Tool
• Case Study
• Review Questions

Module Seven: Paper-Based Systems

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

Module Eight: Electronic Records

• Classifying
• Folders and Directories
• Groupings
• Metadata
• Case Study
• Review Questions

Module Nine: Hybrid Systems

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

Module Ten: Appraisals & Systems

• Taxonomy of Values
• Macro Appraisal
• Strategy & Criteria
• Document & Review Decisions
• Case Study
• Review Questions

Module Eleven: Record Maintenance

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