About This Course

Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct record-keeping will not only offer liability protection; it will also increase efficiency and productivity. Simply put, maintaining records and archives will improve the bottom line. With our Archiving and Records Management workshop you will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management. Module One: Getting Started Module Two: Understanding Records What is Records Management? Defining Records Archives vs. Records Life Cycle Module Three: Management of Records What Is and Is Not a Record? Record Programs Management of Systems Developing Standards Module Four: Context (I) Techniques for Analyzing Records Collecting Information Organizational Needs Legal Demands Module Five: Context (II) Routine Process Creative Process System Analysis Records Survey Module Six: Classification Functionality Prioritize Assess and Review Develop a Tool Module Seven: Paper-Based Systems Arranging and Grouping Building Files Elementary & Intermediate Metadata Module Eight: Electronic Records Classifying Folders and Directories Groupings Metadata Module Nine: Hybrid Systems Routine Processes Creative Processes Design Limitations Module Ten: Appraisals & Systems Taxonomy of Values Macro Appraisal Strategy & Criteria Document & Review Decisions Module Eleven: Record Maintenance Paper Electronic Create Archives Conversion Module Twelve: Wrapping Up Duration: 1-2 day in-house workshop with an expert trainer, dependent on your needs (in-person or online)

Policies

Quotations: Quotes are valid for 30 days only. Payments: Payments are due within 30 days from the invoice date if you have an approved account with ht+a, alternately according to any written agreement between ht+a and the Customer, failing which payment is due immediately upon receipt of the invoice. Confirmation: Delegate placements on public courses or scheduling of in-house courses will only be confirmed once payment, an approved purchase order or a signed quotation/agreement is received. All Events: It is the customer's responsibility to ensure they have a stable and active internet connection with suitable equipment (computer or smartphone) to join video calls (where applicable) and access course materials and tests. ht+a's sustainability policy includes not providing printed course materials, including for in-person events, however, customers may choose to print their course materials if desired. In-Person Public Events: The course fee includes the event venue, coffee, refreshments, and lunch. It does not include hotel rooms or travel expenses. ht+a will share the discounted group rate for hotel accommodation with you when available and recommends booking between 2 and 3 weeks prior to each event for rates and flexibility. ht+a is not liable for travel expense losses due to cancellation by either party, weather, flight delays, or other unforeseen circumstances. In-Person In-House Events: Pricing assumes the training will take place at the client's location and ht+a will not provide any catering. The Client will ensure that the training room will be equipped with all necessary tools including flip charts, markers, video projectors/screens, and appropriate furnishings. Publications: The price for certain courses includes the official VDA QMC publication and shipping thereof. Please note that additional local customs or delivery fees are for the customer's account and ht+a will not be responsible for these fees. Certificates: Certificates for VDA QMC courses will only be issued once full payment is received. Certificates for ht+a courses will be automatically issued upon completion of course requirements.

Archiving and Records Management

About This Course

Policies

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