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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