A comprehensively developed file plan enables organisations to find their information effectively. Correctly filed and stored records are more easily accessible, which facilitates good governance,transparencyand accountabilityand
regarded as an internationally recognised best practice.
Organisations are able to perform their functions successfully and efficientlybecause the flow of information is orderly and efficient.
Trustworthy records are created and maintainedin accordance with recordkeeping systems which mirror the business processes and activities of the organisation.
Eliminating the unnecessary duplicationof records ensures efficiency and better economies of scale.
►Target Audience
Secretaries and administrators wanting to raise their efficiency levels, improve their effectiveness and develop skills that will help their career-development
People working in an office role supporting management and/or working in project teams
Anyone wanting to develop their practical skills and personal strengths to help them succeed in an office environment
►Course Outline
Day 1
Strategic Planning and Management for Records and Archive Services
Identify the Corporate Drivers facing the organisation
Determine the key management issues facing document and records management
Conducting an audit/maturity assessment
Creating a roadmap based on the audit findings
Implement a Records Management programme
Create a change and communications management plan
Day 2
Beyond basic Electronic Records – critical issues to consider
Long-term preservation • Metadata
File naming
File formats
Storage facilities and procedures
Digital media
Evaluation of records management systems
Digital imaging
E-mail management
Web content management
Electronic and advanced electronic signatures
Day 3
Information Governance (Beyond Records management, Risk and Security)
Information Governance and Generally Accepted Recordkeeping Principles (GARP)
Records management in relation to other enterprise initiatives
Conversion of paper documents and records to electronic files
Records Management o Content / Knowledge Management
Collaboration
Work-flow engines
Version control
Electronic forms management
Day 4
Transparency and Records Management
Transparency implications for records and information management
Records Management as a tool for establishing transparency and accountability
Records Management maturity levels
Day 5
Managing Social Media Records
Introduction
Understanding Social Media
Social Media as a record.
Retention of Social Media communications
Social media as a records management tool
Managing Social media records using GARP principles