Day 1: Fundamentals of Records and Archive Management
Objectives:
- Understand the importance of records and archive management in organizations.
- Learn about the fundamental policies for managing records.
- Understand the different types of records and how to organize them.
Topics:
- The Importance of Records and Archive Management
- The critical role records play in supporting daily organizational operations.
- How effective records management directly impacts organizational efficiency and information protection.
- The relationship between records management and information governance.
- Core Policies for Records Management
- Policies related to classification, retention, and cataloging of records.
- Security and confidentiality standards for handling records.
- Policies for disposing of obsolete records.
- Types of Records and Organization Methods
- Paper-based vs. electronic records: their differences and importance.
- Classifying records by category (financial, administrative, legal, etc.).
- Techniques for organizing records for easy access and security.
Day 2: Modern and Electronic Archiving Techniques
Objectives:
- Learn how to use electronic systems in archive management.
- Discover the latest technologies in digital archiving.
- Explore methods of electronic indexing, retrieval, and searching of records.
Topics:
- Using Electronic Systems for Archive Management
- Overview of electronic records and archive management systems.
- The key benefits of digital archiving over paper-based systems.
- How to choose the most suitable electronic system for your organization.
- Latest Technologies in Digital Archiving
- Modern technologies like AI and advanced search functions.
- Using Optical Character Recognition (OCR) to convert paper documents into digital formats.
- Cloud-based storage systems for digital records.
- Electronic Indexing and Record Retrieval Techniques
- How to design an efficient electronic indexing system.
- Advanced search techniques for quickly retrieving records from digital archives.
- Using filtering tools to enhance record retrieval.
Day 3: Practical Applications in Records and Archive Management
Objectives:
- Learn how to implement archive and record policies in an organization.
- Review practical applications for managing records and organizing archives.
- Understand procedures for maintaining records and ensuring secure access.
Topics:
- Implementing Records and Archive Policies in an Organization
- Steps to create and implement records management policies.
- Ensuring compliance with legal and regulatory standards related to records.
- Training employees on how to handle records according to organizational policies.
- Practical Applications for Records Management
- Practical applications for managing both paper and electronic records.
- Organizing records according to the internal standards of the organization.
- Managing retention periods and schedules for disposing of records.
- Protecting Records and Ensuring Secure Access
- Procedures for ensuring the security of records and data.
- Encryption techniques and limited access policies for protecting digital records.
- Policies to safeguard records against tampering or loss.