The Records Management training for the Private Sector course is based largely on the international standards and methodologies for implementing Records Management. This programme is ideal for Records Managers in the Private sector who need a comprehensive approach and guidance to planning, setting up and managing records within the organisation. Delegates will receive a number of templates and frameworks to kick start their records management improvement. This programme is a must for any staff member who has been appointed to the position of records manager, or who has been allocated those responsibilities.
The course will be run by Paul Mullon who is recognized by the South African National Archives as a records management consultant. Paul has worked closely with the National Archives on the implementation of International Standards in South Africa and convenes a worldwide ISO working group on long term preservation of electronic records. He is a member of SABS (SA Bureau of Standards) and ISO Technical Committees for both Document Management Applications (ECM) and Records Management, often heads up the South Africa delegation to ISO committee meetings and acts as the liaison between various ISO Technical Working Committees. He is a highly sought after speaker with many years’ experience in the industry.
The people who will benefit most from this training would be:
• Records Managers
• Senior Registry Officials
• Departmental managers responsible for Records Management
• Departmental/unit records coordinators
• IT staff responsible for records management
Because of the interactive nature of this course, attendance is restricted to 25 delegates so please register as soon as possible to avoid disappointment.
Duration: 5 Days
Course Fees: R10,990.00.00 excluding VAT.
Download the Records Management Training for the Private Sector brochure.
OBJECTIVES
Delegates will be able to:
- Understand the legal environment that surrounds records management and their responsibilities in terms of the law
- Make informed decisions relating to electronic records, and advise their organisations accordingly
- Conduct a records audit as a basis for developing a records management strategy
- Create and implement a records management roadmap and programme
- Use the DIRKS records management methodology in accordance with ISO 15489
- Understand the various standards applicable to records management
- Manage records on all formats
- Conduct an analysis of processes which impact on records management
- Develop a Business Classification Scheme or File Plan
- Implement a retention schedule
- Implement a systematic disposal programme to destroy or transfer records which no longer have value
- Understand the risks associated with various types of records media and protect against these risks.
- Understand Vital records, and implement a vital records plan
- Develop a change and communications plan.
- Implement an ongoing audit and assessment programme.
COURSE OUTLINE
PART 1: STATUTORY AND REGULATORY FRAMEWORK
Statutory and regulatory framework applicable to records management in the Private Sector Records Management standards Implications for Electronic records
PART 2: SETTING UP A RECORDS MANAGEMENT PROGRAMME
Creating a Records Management strategy Conducting a records assessment/audit using Generally Accepted Recordkeeping Principles (GARP) Implementing according to the standards (ISO 30300, 30301, 15489) The DIRKS Methodology (Developing and Implementing a Record Keeping System) Functions and responsibilities of a Records Manager
PART 3: MANAGEMENT OF PRIVATE SECTOR RECORDS.
Understanding Documents v Records and the interrelationships between them Managing electronic records Metadata and naming conventions Managing micrographic records Managing audio-visual records Managing security classified records in all formats Digital preservation Vital records
PART 4: RECORDS CLASSIFICATION SYSTEMS
Designing, implementing and maintaining a records classification system Records Inventories and audits Creating Functional subject filing systems Designing and implementing a new file plan Implementing and maintaining a file plan or classification scheme
PART 5: DISPOSAL OF RECORDS
Understanding the records lifecycle Creating retention schedules Creating a Systematic disposal programme Gaining control Current records Terminated records Applying for approval to destroy Current records Terminated records Disposal of records Destruction of records Transfer of Records Transfer to an archive
PART 6. CARING FOR RECORDS
Paper-based records Cartographic records Audiovisual records Electronic Records Caring for magnetic media General Magnetic tapes Diskettes Caring for optical media Micrographic records Audio-visual records
PART 7: COMMUNICATIONS AND CHANGE MANAGEMENT
How to create a communications plan Rolling out the plan
PART 8: COMPLIANCE MONITORING
On-going audits Maturity assessments
FACILITATOR DETAILS
COR Concepts facilitators are all specialists in the field of Document, Records and Information Management. Most of our Records Management facilitators have worked at one of the Provincial or National Archives and Records Services and are carefully selected to deliver the most value to assist you in applying the course content to your organisations. Facilitators of the private sector records management courses are thoroughly conversant with international standards in this field.
OUTCOMES
Delegates will be able to:
- Understand the legal environment that surrounds records management and their responsibilities in terms of the law
- Make informed decisions relating to electronic records, and advise their organisations accordingly
- Conduct a records audit as a basis for developing a records management strategy
- Create and implement a records management roadmap and programme
- Use the DIRKS records management methodology in accordance with ISO 15489
- Understand the various standards applicable to records management
- Manage records on all formats
- Conduct an analysis of processes which impact on records management
- Develop a Business Classification Scheme or File Plan
- Implement a retention schedule
- Implement a systematic disposal programme to destroy or transfer records which no longer have value
- Understand the risks associated with various types of records media and protect against these risks.
- Understand Vital records, and implement a vital records plan
- Develop a change and communications plan.
- Implement an ongoing audit and assessment programme.
WHO SHOULD ATTEND
Records Managers
Administrators
Departmental managers responsible for Records Management
Departmental/unit records coordinators
IT staff responsible for records management
