LRL Training & Education Services

Records Classification, Retention & Disposition Workshop

Course Description
Objectives
Audience

Records Classification, Retention & Disposition Workshop: Course Description

This is a 2-day training workshop that focuses on the establishment and implementation of organization-wide programs for developing classification schemes and retention/disposition schedules for company records, regardless of medium.

Course Outline

Developing a Records Retention Schedule and Disposition Process:

What is Records Retention
- Definitions and Terminology
- Roles and Responsibilities
Records Inventories
- Scope
  - Physical Records
  - Electronic Records
  - Demographics
  - Resource Constraints
  - Scope
- Surveys and Questionnaires
  - Inventory Forms
  - Conducting the Inventory
  - Compiling the Data
Taxonomy and Classification
- Developing a Classification Scheme
  - Information Analysis
  - Relationships
- Using the Classification Scheme
  - Windows^TM Environment
  - Document Management Systems
    1. Controlled Vocabularies
    2. Importance of Metadata
Records Appraisal
- Value
- Risk Assessment
- Retention Requirements
Legal Research
- Determining Retention Periods
- Management / Legal Approval Process
Records Retention Schedules
- Formats
- Reviews and Updates
- Mapping to Classification
Disposition Processes
- Legal Holds
- Storage
- Transfers
- Destruction
Education and Training
- Communications
- Change Management

Records Classification, Retention & Disposition Workshop: Objectives

Candidates will learn how to identify various types of records and decide how to manage their life cycles, as well as to develop organisation-wide standards and practical approaches for records and information management.

The workshop provides industry best practices exposure to systems, methodologies and technologies involved in establishing effective Records Retention programs.

CONTENT SUMMARY

Records Retention History/Overview
Legal and Regulatory Needs
Tax Needs
Establishing a Records Retention Program
Creating Retention Schedules
Scheduling Registry records
Benefits of the Program
Implementing the Program
Offsite storage
Non-paper media

Who Should Attend

All our educational sessions are targeted to any individual who manages information within his or her organisation. They include:

• Staff of Record Management Units	• Business Managers
• Registry Clerks	• Implementation Teams
• Office Managers	• Solution Providers
• Librarians	• Information Architects
• Archivists	• Consultants
• Administrative Officers	• Regulatory Staff
• Medical Records Officers	• Service Providers
• Financial Officers	• Legal Administrators
• IT Specialists/Technical Staff	• All Custodians of corporate and public information
• Record and Information Management Practitioners

Anyone who wants to learn about records and information management.

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