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 are valid for 60 days. Website pricing is subject to change without prior notice. Payment is due within 30 days, or as specified for approved accounts with written agreements with ht+a, alternatively it is due upon receipt of an invoice. All bank charges for forex transactions are to be borne by the client. 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. For in-person public courses, the fee includes the event venue, coffee, refreshments, and lunch. It does not include accommodation or other travel expenses. ht+a will share accommodation discount options with you if available and recommends booking 2 weeks before an event to ensure the event is a confirmed go-ahead. ht+a is not liable for travel expense losses due to cancellation by either party, weather, flight delays, or other unforeseen circumstances. For in-person in-house courses, unless otherwise specified, pricing assumes the training will take place at the client's location and ht+a will not provide catering. The Client will ensure that the training room will be equipped with all necessary tools including flip charts, markers, video projectors/screens, appropriate furnishings and ample electrical outlets. Sustainability & Materials: - Delegates require an email address and a stable and active internet connection with suitable equipment (computer, smartphone or tablet) to access course materials and, where applicable, to complete online tests and join live video calls. - Printed course materials will not be provided, including for in-person or in-house events. Customers may print their course materials if desired. - ht+a no longer provides publications (textbooks) as part of the course fee. It is the customer's responsibility to procure any supplementary material either as an add-on from ht+a (payment is required in advance), OR from the VDA (https://shorturl.at/fbHJs) or the AIAG (https://shorturl.at/z73jg) directly (all corresponding shipping and duties will be for the customer's account). Due to copyright, ht+a does not provide digital copies of publications. - Digital certificates will be provided. 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. Customers may print their certificate if desired.