Overview                     

Organisations face increasing pressure to manage their records according to statutory and business requirements. As the use of electronic records and the deployment of electronic document and records management systems continue to increase, the core skills of the person responsible for records management become ever more important to the organisation

By attending this course, you will gain an overview on records and information management fundamentals; benchmark your procedures against best practice; gain information management techniques for organising and finding information; perfect your digitalisation and preservation of records and develop a more effective retention schedule.

Who should attend?

This course is for Records Managers/Officers or anyone staff that work or are associated with the management of records. Delegates would include Records Managers/staff, Information Governance Officers or Managers and Data Protection Officers.

Course Content

Day 1

Information Management Essentials

• Understand what information management is
• Explain to colleagues what benefits and risks are associated with information management
• Learn how information supports compliance with data protection laws.

Day 2

Knowing What You Have

• Learn about the various methods that information managers use to help organise and retrieve records
• Understand when and how to use classification and filing schemes
• Learn how to develop file naming and version control policies
• Appreciate the relationships between information asset registers, GDPR ‘records of processing’ and other tools

Day 3

Effective Digitalisation of Records

• Learn when – and when not – to consider digitalizing paper records

• Know what options exist and how to choose the right strategy for your organisation
• Understand the available scanning techniques

• Learn about the available standards and when it will be appropriate to destroy scanned records

Day 4

Essentials of Digital Preservation

• Issues with managing digital records
• Learn about email management and its limitations
• Understand the risks to records over time
• Understand what options are available to preserve digital records.

Day 5 

A Guide to Developing a Retention Schedule

• Identify what records should be retained and when they can be destroyed
• Dispose of records securely and correctly
• Ensure that your retention schedule reflects the needs of your organisation
• Understand the different kinds of retention schedules and their strengths and weaknesses
• Apply your retention schedule in the most effective way