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Course Outline

Introduction to Records Administration

  • The definition of records administration and its significance
  • Key terminology: records, archives, and information assets
  • Core principles of effective records governance

Regulatory Frameworks and Compliance

  • Public records laws and retention mandates
  • Auditing procedures and legal holds
  • ISO 15489 and other international standards

Records Lifecycle Management

  • Phases of creation, classification, storage, retention, and disposal
  • Metadata management and traceability
  • Protocols for archiving and secure destruction

Classification and Retention Scheduling

  • Creating classification schemes
  • Establishing retention rules based on legal, fiscal, and operational needs
  • Review cycles and exception handling

Digital Records and Automation

  • Electronic Document and Records Management Systems (EDRMS)
  • Digitization processes and metadata tagging
  • Leveraging automation for compliance and efficiency

Change Management and Adoption

  • Training staff on new procedures
  • Engaging leadership and change champions
  • Developing internal policies and user guides

Practical Exercises and Review

  • Case study: mapping a records lifecycle for a government department
  • Hands-on: drafting a retention schedule
  • Common pitfalls and lessons learned

Summary and Next Steps

Requirements

  • Knowledge of organizational documentation practices.
  • Experience with information handling or archiving processes.
  • Familiarity with compliance or public administration procedures.

Target Audience

  • Records officers.
  • Information governance professionals.
  • Public administrators and compliance staff.
 7 Hours

Number of participants


Price per participant

Provisional Upcoming Courses (Require 5+ participants)

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