9 Topics
5 Days
Programme Overview
Training Description
Who Should Attend
This course is designed for professionals responsible for managing and maintaining records, including:
- Office Administrators
- Records Managers
- Compliance Officers
- Legal Professionals
- Data Entry Clerks
- Anyone seeking to improve their records management skills
Session Objectives
- Understand the principles of records management and information governance.
- Develop and implement a records retention schedule.
- Organize and classify records effectively.
- Utilize electronic document management systems (EDMS).
- Understand legal and regulatory requirements for records management.
- Implement data security and privacy measures.
- Conduct records audits and compliance checks.
- Develop strategies for data backup and disaster recovery.
- Understand the importance of metadata and data tagging.
- Utilize information governance frameworks and best practices.
- Enhance their ability to maintain accurate and organized records.
- Improve their efficiency in records retrieval and management.
- Contribute to improved compliance and data security within their organization.
- Stay up-to-date with the latest trends and best practices in records management.
- Become a more knowledgeable and effective records management professional.
- Understand ethical considerations in data management and privacy.
- Learn how to use records management software and tools effectively.
About the Course
In the digital age, effective records management and information governance are critical for organizational compliance, efficiency, and security. This training course equips participants with the specialized knowledge and skills to maintain accurate and organized records. Participants will learn how to implement best practices for data storage, retrieval, and retention, ensuring compliance with legal and regulatory requirements. This course bridges the gap between ad-hoc record-keeping and strategic information management, empowering professionals to safeguard valuable data assets.
Curriculum & Topics
9 Topics | 5 Days
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Subtopic 1.1:
Understanding the importance of records management and information governance.
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Subtopic 1.2:
Key concepts and terminology (records lifecycle, metadata, retention, etc.).
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Subtopic 1.3:
Overview of relevant laws, regulations, and standards (e.g., GDPR, ISO standards).
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Subtopic 1.4:
The role of records management in organizational compliance and risk management.
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Subtopic 1.5:
Developing a records management policy and framework.
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Subtopic 2.1:
Creating and implementing a records retention schedule.
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Subtopic 2.2:
Understanding legal and regulatory requirements for record retention.
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Subtopic 2.3:
Developing procedures for records disposition and destruction.
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Subtopic 2.4:
Managing electronic and physical records retention.
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Subtopic 2.5:
Implementing legal holds and data preservation.
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Subtopic 3.1:
Developing a records classification system.
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Subtopic 3.2:
Organizing and indexing records for efficient retrieval.
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Subtopic 3.3:
Using metadata and tagging to enhance record discoverability.
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Subtopic 3.4:
Managing electronic and physical filing systems.
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Subtopic 3.5:
Implementing file naming conventions and folder structures.
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Subtopic 4.1:
Understanding the benefits of EDMS.
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Subtopic 4.2:
Selecting and implementing an EDMS.
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Subtopic 4.3:
Managing electronic records and documents within an EDMS.
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Subtopic 4.4:
Using EDMS features for version control, collaboration, and workflow automation.
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Subtopic 4.5:
Implementing document imaging and scanning processes.
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Subtopic 5.1:
Understanding data security and privacy principles.
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Subtopic 5.2:
Implementing access controls and user permissions.
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Subtopic 5.3:
Protecting sensitive and confidential information.
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Subtopic 5.4:
Understanding data encryption and data loss prevention.
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Subtopic 5.5:
Managing data breaches and security incidents.
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Subtopic 6.1:
Conducting records audits and compliance checks.
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Subtopic 6.2:
Developing audit checklists and procedures.
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Subtopic 6.3:
Identifying and addressing compliance gaps.
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Subtopic 6.4:
Documenting audit findings and recommendations.
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Subtopic 6.5:
Implementing corrective actions and monitoring compliance.
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Subtopic 7.1:
Developing a data backup and disaster recovery plan.
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Subtopic 7.2:
Implementing regular data backups and testing recovery procedures.
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Subtopic 7.3:
Understanding cloud backup and storage options.
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Subtopic 7.4:
Managing data recovery in case of system failures or disasters.
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Subtopic 7.5:
Ensuring business continuity and data resilience.
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Subtopic 8.1:
Understanding the importance of metadata in records management.
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Subtopic 8.2:
Developing a metadata schema and data dictionary.
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Subtopic 8.3:
Implementing data tagging and classification strategies.
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Subtopic 8.4:
Using metadata to enhance search and retrieval.
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Subtopic 8.5:
Ensuring metadata quality and consistency.
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Subtopic 9.1:
Understanding information governance frameworks and principles.
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Subtopic 9.2:
Implementing information governance policies and procedures.
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Subtopic 9.3:
Utilizing information governance tools and technologies.
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Subtopic 9.4:
Developing a culture of information governance within the organization.
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Subtopic 9.5:
Staying up-to-date with emerging trends and best practices in records management and information governance.
