The Advanced Records Management Training course is designed to stretch the thinking of those who have been in the records management industry for some time. We discuss advanced concepts in a workshop environment and test traditional thinking. This programme is not suited for new records managers or those just starting out in the industry. Delegates from the private and public sector will benefit from this programme. Staff members responsible for Information Governance in their organisations will benefit and be able to take back some of the concepts to expand on traditional records and archives thinking.
Duration: 5 Days
Course Fees: R16,500.00 excluding VAT.
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Advanced Records Management Training course brochure
This workshop will equip those with records management responsibilities to further their careers by being able to converse at a strategic level regarding current important topics in records and information management. The course is deliberately held at a high level, and requires active participation from all delegates. In addition to the course content, delegates will benefit by interacting with other thought leaders in the information management field.
2. 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 3. 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 4. Information Governance (Beyond Records management, Risk and Security) • Information Governance and Generally Accepted Recordkeeping Principles (GARP) • Records management in relation to other enterprise initiatives o Conversion of paper documents and records to electronic files o Records Management o Content / Knowledge Management o Collaboration / Work-flow engines o Version control o Electronic forms management 5. 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 6. 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 7. Managing Documents & Records in the Cloud • Understanding “The Cloud” • Different “Cloud” and deployment models • Advantages and disadvantages of cloud storage • Discussing the implications for records management • Determining whether the cloud is right for your organisation's records • Key action steps 8. Business Classification Schemes • What is a business classification scheme • Integrating paper, electronic and e-mail classification schemes • Extended file plan and metadata models • Naming Conventions 9. SharePoint On-line and Microsoft 365 E-Records Management • Reviewing the capabilities and features of Microsoft 365 and Sharepoint online. • Configuration options • Planning considerations • Managing physical records with Sharepoint • Understanding the relationship between OneDrive, Teams, Exhange and Sharepoint, and making appropriate decisions.
He has a B. Com (Hons),MBA. Mr Mullon is very involved in standards development for document management applications and records management at both South African and international levels. He is the Chairman of the South African Standards Technical Committee for Document Management Applications. He regularly attends international standards committee meetings as the head of the South African delegation. In 2005 he was appointed as the world-wide Convenor of an ISO working group developing standards for the Long Term Preservation of Electronic Records.
After completing this workshop, delegates will be able to: Understand the implications of new legisation on records management and guide the organisation to becoming compliant Create a strategic plan for a records improvement process Align the records management programme to the corporate goals and objectives Provide input into the the Entrprise Content Management and or Digital transformation initiatives of the organisation. Prepare the organisation for Information Governance, beyond IT Governance Assist the organisation in balancing the needs for Privacy versus Accessibility of records Lead the process for managing social media as records where appropriate. Make informed decisions as to whether the "Cloud" is a suitable repository for organisational records Look beyond traditional "File Plan" thinking and start developing value-based records classification schemes Inform the organisation of the pros and cons of Sharepoint as a records management system.
Records Managers Information Governance professionals Departmental managers responsible for Records Management IT staff responsible for records management Representatives from National and Provincial Archives Representatives from watchdog organisations responsible for Industry Governance
OBJECTIVES
COURSE OUTLINE
1. Current legislative impacts on records management • The Protection of Personal Information Act (POPIA) • King IV and the implications for records management • The New Companies Act • The Electronic Communications and Transactions Act
FACILITATOR DETAILS
Paul Mullon is the Founding Member of COR Concepts, an information management consultancy providing consulting and training services to Government and private sector organisations on all aspects of records and information management. Mr Mullon has been in the information management industry for over 27 years, having worked for a number of South African leading companies. During the last 20 years he has been involved in workflow, document and records management.
OUTCOMES
WHO SHOULD ATTEND
