Archiving and Records Management Course

Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.

With this Archiving and Records Management course, you will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.

Course curriculum

  • 1

    Module 1: Getting Started

    • Workshop Objectives
  • 2

    Module 2: Understanding Records

    • What is Records Management?

    • Defining Records

    • Archives vs. Records

    • Life Cycle

    • Case Study

    • Module 2: Review Questions
  • 3

    Module 3: Management of Records

    • What Is and Is Not a Record?

    • Record Programs

    • Management of Systems

    • Developing Standards

    • Case Study

    • Module 3: Review Questions
  • 4

    Module 4: Context (I)

    • Techniques for Analyzing Records

    • Collecting Information

    • Organizational Needs

    • Legal Demands

    • Case Study

    • Module 4: Review Questions
  • 5

    Module 5: Context (II)

    • Routine Process

    • Creative Process

    • System Analysis

    • Records Survey

    • Case Study

    • Module 5: Review Questions
  • 6

    Module 6: Classification

    • Functionality

    • Prioritize

    • Assess and Review

    • Develop a Tool

    • Case Study

    • Module 6: Review Questions
  • 7

    Module 7: Paper-Based Systems

    • Arranging and Grouping

    • Building Files

    • Elementary & Intermediate

    • Metadata

    • Case Study

    • Module 7: Review Questions
  • 8

    Module 8: Electronic Records

    • Classifying

    • Folders and Directories

    • Groupings

    • Metadata

    • Case Study

    • Module 8: Review Questions
  • 9

    Module 9: Hybrid Systems

    • Routine Processes

    • Creative Processes

    • Design

    • Limitations

    • Case Study

    • Module 9: Review Questions
  • 10

    Module 10: Appraisals & Systems

    • Taxonomy of Values

    • Macro Appraisal

    • Strategy & Criteria

    • Document & Review Decisions

    • Case Study

    • Module 10: Review Questions
  • 11

    Module 11: Record Maintenance

    • Paper

    • Electronic

    • Create Archives

    • Conversion

    • Case Study

    • Module 11: Review Questions
  • 12

    Wrapping Up

    • Lessons Learned

    • Completion of Action Plans and Evaluations