Effective records management is pivotal for any business aiming to reduce costs and boost performance, yet many struggle to implement a system that effectively handles the complexities of record keeping. This course provides a comprehensive solution to these challenges, offering an essential guide to developing and maintaining an organized records management system. Covering the entire record life cycle, from creation to disposal, the course delves into various record formats and the concept of information governance. Participants will explore different storage methods such as alphabetic, numeric, and geographic, along with best practices in records management and retention strategies. The course concludes with an in-depth look at electronic records management, addressing issues like electronic media types, record safety, and strategies for mitigating catastrophic record damage. This course is invaluable for professionals seeking to streamline their organization's record-keeping processes, ensuring efficiency, compliance, and the effective safeguarding of critical information.
Learning Objectives
Upon successful completion of this course, participants will be able to:
Chapter 1
Identify the different types of records.
Specify the different components of a records management system.
Chapter 2
Identify the steps used to store a record under the alphabetic storage system.
Cite the rules that apply to sorting and cross-referencing names.
Specify the characteristics of the different types of record storage systems.
Chapter 3
Identify the characteristics of the different types of record storage equipment and supplies.
Cite the forms and logs used in a records management system.
Identify the criteria used to retain records for differing periods of time.
Chapter 4
Specify the methods used to optimize a directory structure.
Identify the types of metadata that may be associated with a record.
Major Topics
Records Management Overview
Record Storage Systems
Elements of a Records Management System
Electronic Records Management
