Introduction To Records Management
- Course Description
- Objectives
- Benefits
- Audience
Introduction To Records Management: Course Description
A two-day workshop designed for administrative assistants and clerical staff who require a systematic but fast and easy way to get their record keeping and filing operations organized.
This class will cover how to design an efficient filing system that will work for various types of records, including how to organize files. You will:
- Develop your knowledge and skills in primary record management methodologies.
- Review fundamental filing principles
- Reduce unnecessary filing
- Establish and use filing systems
- Learn practical tips on getting your desks, office and files organized
- Be able to select the proper filing supplies and equipment
- Understand how to establish file indexes, and efficient filing procedures
Introduction To Records Management: Objectives
- Understand the process of records management
- Manage incoming files
- Handle miscellaneous files more judiciously
- Understand the advantages and disadvantages of the 3 most common filing systems
- Effectively name records for easy retrieval
- Use the alphabetic rules and subject rules for filing records
- Understand how to set up an efficient system
- Know what records to retain and why
- Learn how to set up an index
- Learn how to locate a lost file
Introduction To Records Management: Benefits
- Establishing "best practices" records management and develop the knowledge base and skills to improve and fulfill office efficiency that yields greater productivity
- Understanding the development process for corporate Records Management systems
- Compliance with legal and industry best practice in Records & Information Management
Who Should Attend
All our educational sessions are targeted to any individual who manages information within his or her organisation. They include:
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• Staff of Record Management Units
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• Business Managers
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• Registry Clerks
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• Implementation Teams
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• Office Managers
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• Solution Providers
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• Librarians
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• Information Architects
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• Archivists
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• Consultants
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• Administrative Officers
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• Regulatory Staff
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• Medical Records Officers
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• Service Providers
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• Financial Officers
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• Legal Administrators
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• IT Specialists/Technical Staff
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• All Custodians of corporate and public information
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• Record and Information Management Practitioners
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Anyone who wants to learn about records and information management.
- Records Management Consultancy
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Training and Education
- Introduction To Records Management
- Files & Correspondence Management
- Document Imaging & Electronic Document Management
- Establishing & Managing Successful Records Management Programs
- Disaster Preparedness & Vital Records Response
- Records Classification, Retention & Disposition Workshop
- Document Control – ISO 9001 - 2008
- Managing Records for The Courts & Law Applications
- Auditing for Records Management
- RM / IT Collaboration – Bridging the Gap
- eDiscovery in Records & Information Management
- Managing E-mail & Electronic Messages In Record Management Systems
- Records & Information Management Executive Briefing
- Developing Records Management Procedures In Support of IRM Policies
- Managing Electronic Records in RM Systems
- Cloud Computing - Managing Records & Information in the Cloud
- Fundamentals of Managing Records & Information
- Management of Personnel and HR Records & Information in RIM Systems
- Digital Archiving & Managing Digital Assets in RIM Systems
- Enterprise Change Managenment and Training Programs for the RIM Program
- Business Solutions
- Document Scanning & Conversion
- Disaster Recovery and Document Restoration
- Records Storage & Clean-up Management
- Office Filing Solutions
