Effective Records and Information Management

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Effective Records and Information Management Course
Introduction:
This course offers a comprehensive overview of the fundamentals of records and information management. Participants will have the opportunity to benchmark their current procedures against best practices, learn effective techniques for organizing and retrieving information, master digitalization and preservation methods, and develop a more efficient retention schedule.
By attending this course, delegates will acquire actionable strategies for managing digital records. They will leave with the knowledge and tools to create an effective information management program, as well as practical guidance for record retention and deletion.
Designed with your organization's needs in mind, this course equips you with essential skills to enhance the management of your organization's records.
Course Objectives:
By the end of Effective Records and Information Management training course, participants will be able to:
- Identify the benefits and risk of information and records management
- Learn what options exist for digitalizing your records and which is best for your organization
- Understand what components make up an effective records management programme
- Assess the information and knowledge management strengths and weaknesses of your organization
- Develop tools and processes to determine business requirements for information management
- Identify key information security risks
- Gain techniques to preserve your digital records
- Create the right retention schedule for your organization.
Who Should Attend?
Effective Records and Information Management Course, is ideal for:
- Records Managers/Officers or staff
- Anyone staff that work or are associated with the management of records.
- Information Governance Officers or Managers and Data Protection Officers.
Course Outlines:
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.
Knowing What You Have
- Learn about the various methods that information managers use to help organize 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
Effective Digitalization 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 organization
- Understand the available scanning techniques
- Learn about the available standards and when it will be appropriate to destroy scanned records
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.
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 organization
- Understand the different kinds of retention schedules and their strengths and weaknesses
- Apply your retention schedule in the most effective way