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Advanced Electronic Records Management Course 11 -15 February, 2019, Pretoria, South Africa 11 -15 March

Advanced Electronic Records Management Course

11 -15 February, 2019, Pretoria, South Africa
11 -15 February, 2019,
Pretoria, South Africa

11 -15 March 2019, Johannesburg, South Africa

21 -25 January 2019, Cape Town, South Africa

2019, Pretoria, South Africa 11 -15 March 2019, Johannesburg, South Africa 21 -25 January 2019, Cape
2019, Pretoria, South Africa 11 -15 March 2019, Johannesburg, South Africa 21 -25 January 2019, Cape
2019, Pretoria, South Africa 11 -15 March 2019, Johannesburg, South Africa 21 -25 January 2019, Cape
2019, Pretoria, South Africa 11 -15 March 2019, Johannesburg, South Africa 21 -25 January 2019, Cape
Course Overview
Course Overview

This course is designed for professionals in records management who wants to build advanced skills in the field. This course goes beyond the rudimentary level as it helps participants with direct responsibilities or oversight in records management to build superior skills irrespective of whether they are in the public or private sector. The course will expose delegates to recent knowledge in records management as well as consider the opportunities and challenges brought by electronic information technologies.

Participants will also learn various issues relating to the legal and organizational environment for conventional and electronic record keeping which will include: the protection of records as evidence, the need for compliance with evidence laws, the challenges of meeting audit requirements, the importance of adequate budgets and the importance of identifying relevant legislation and policies.

The course will also focus on digital preservation and archival description, archival codes of ethics and key issues involved with applying standards.

of ethics and key issues involved with applying standards. Course Objectives This training course will help
of ethics and key issues involved with applying standards. Course Objectives This training course will help
Course Objectives
Course Objectives

This training course will help organizations:

To reduce costs

Improve service

Improve access to information

Improve tracking accountability of records It will also help participants 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 Entreprise Content Management 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.

COURSE OUTLINE
COURSE OUTLINE

Module 1 Electronic records processing systems

Explain the benefits and risks of electronic records management

Understand how to deal with incoming mail and tasks

List some of the “best practice” procedures of e- mail management

Appraise

need for an e-mail policy in an

the

organization

Define the organizational requirements for storing records electronically

Outline the processes of locating, retrieving, copying and dispatching information in an electronic storage system

Illustrate

the

importance

of

secure

storage

of

electronic records

Highlight some of the consequences if information is not managed properly

Understand the importance of dealing with confidential documents and issues

Describe the processes of document scanning and tracking

Highlight the legal requirements, policy and best practice of document retention in the context of their organization and industry

Describe the concept of “archiving”

Evaluate the importance of optimizing technology e.g. e-mail, bar coding, scanning.

Module 2 Transparency and Records Management

Transparency

implications

information management

for

records

and

implications information management for records and • Records Management as a tool for establishing

Records Management as a tool for establishing transparency and accountability

Records Management maturity levels

Module 3 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

Module 4

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

Module 5 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 organisations records

Key action steps

Module 6

Beyond Basic Electronic Records – Issues for Critical Consideration

Long-term preservation

Metadata

File naming

File formats

 
COURSE OUTLINE
COURSE OUTLINE
 

Storage facilities and procedures

 
• Storage facilities and procedures  

Digital media

 

Evaluation of records management systems

Digital imaging

 

E-mail management

Web content management

Electronic and advanced electronic signatures

Module 7 Information Governance (Beyond Records management, Risk and Security)

Information Governance and Generally Accepted Recordkeeping Principles (GARP)

 
 

Module 9 Business Classification Schemes

What is a business classification scheme

Records management in relation to other enterprise initiatives

o

Conversion of paper documents and records to electronic files o Records Management

Integrating paper, electronic and e-mail classification schemes

o

Content / Knowledge Management

Extended file plan and metadata models

o

Collaboration / Work-flow engines

Naming Conventions

o

Version control

o

Electronic forms management

Module 10 SharePoint 2010 E-Records Management

Module 8 Transparency and Records Management

Reviewing the capabilities and features of SharePoint 2010 Records Centre

Transparency implications for records and information management

Configuration options

Planning considerations

Records Management as a tool for establishing transparency and accountability

Managing physical records with SharePoint

Records Management maturity levels

 
• Records Management maturity levels   This course goes beyond the rudimentary level as it helps

This course goes beyond the rudimentary level as it helps participants with direct responsibilities or oversight in records management to build superior skills irrespective of whether they are in the public or private sector. The course will expose delegates to recent knowledge in records management as well as consider the opportunities and challenges brought by electronic information technologies.

WHO SHOULD ATTEND? This course will be of immense benefits to : • PAs, •
WHO SHOULD ATTEND?
This course will be of immense benefits to :
• PAs,
• Executive Assistants
• Secretaries,
• Record Officers,
• Store Officers/Managers
• Office Managers,
• Team Leaders,
• Managers/Directors who have responsibilities for
records management and those who wish to
acquire requisite skills for future roles in record
management.
Methods of Training
The method of training for each module is highly
participatory. And training sessions will include:
• Exciting practical group exercises,
• Role-plays
• Case studies
• Live instructions
• Video presentations
• Explicit practical examples
• PowerPoint presentations
REGISTRATION & COURSE MATERIALS
Course fees is USD1950 per participant. Each delegate will be
entitled to a full package of course materials, a Certificate of
participation, refreshments, expert facilitation, buffet lunch
and free airport transfer. To register for this course please
apply online at: www.dotrid.org/apply/ or complete and
forward our nomination form obtainable via email from:
info@dotrid.org
nomination form obtainable via email from: info@dotrid.org South Africa Office: Ground Floor, Milnerton Building,

South Africa Office: Ground Floor, Milnerton Building, Ixia Street, Opposite Point Business Park, Milnerton, Cape Town 7441, South Africa. Tel: +27832412212,Tel/Fax: +27215520431 programmes@dotrid.org Swaziland Office: Embassy House, Allister Miller Street, P O Box 4755, Mbabane, Kingdom of Swaziland. Email: programmes@dotrid.org dotridtraining@gmail.com UK Office: 4 Dalespark Drive, Swinton, Manchester, M27 0FP, UK Web: www.dotrid.org uktraining@dotrid.org To apply online go to: www.dotrid.org/apply/

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