Records are in every organization. From purchasing receipts to tax documents to communications, they need to be identified and managed properly. The method of records management that a company uses should be tailored to fit the needs of the organization. There are, however, some basic concepts in most records management systems.

With this workshop, participants will discover the basic elements of records management programs and different ways to manage records.

At the end of this workshop, participants should be able to:

• Define records and archives
• Analyze records in context
• Classify records
• Understand different systems
• Maintain and convert records

Course Outline:

Module One: Getting Started

• Workshop Objectives

Module Two: Understanding Records

• What is Records Management?
• Defining Records
• Archives vs. Records
• Life Cycle
• Case Study
• Module Two: Review Questions

Module Three: Management of Records

• What Is and Is Not a Record?
• Record Programs
• Management of Systems
• Developing Standards
• Case Study
• Module Three: Review Questions

Module Four: Context I

• Techniques for Analyzing Records
• Collecting Information
• Organizational Needs
• Legal Demands
• Case Study
• Module Four: Review Questions

Module Five: Context II

• Routine Process
• Creative Process
• System Analysis
• Records Survey
• Case Study
• Module Five: Review Questions

Module Six: Classification

• Functionality
• Prioritize
• Assess and Review
• Develop a Tool
• Case Study
• Module Six: Review Questions

Module Seven: Paper-Based Systems

• Arranging and Grouping
• Building Files
• Elementary & Intermediate
• Metadata
• Case Study
• Module Seven: Review Questions

Module Eight: Electronic Records

• Classifying
• Folders and Directories
• Groupings
• Metadata
• Case Study
• Module Eight: Review Questions

Module Nine: Hybrid Systems

• Routine Processes
• Creative Processes
• Design
• Limitations
• Case Study
• Module Nine: Review Questions

Module Ten: Appraisals & Systems

• Taxonomy of Values
• Macro Appraisal
• Strategy & Criteria
• Document & Review Decisions
• Case Study
• Module Ten: Review Questions

Module Eleven: Record Maintenance

• Paper
• Electronic
• Create Archives
• Conversion
• Case Study
• Module Eleven: Review Questions

Module Twelve: Wrapping Up

• Words from the Wise