RECORDS MANAGEMENT

Records and Information Management Fundamentals

Description: What is a record and why do we need to manage records? Information and Records Management skills help us understand what records we have, where the records are and how long we need to keep them. Now more than ever it is important for all employees within your organisation to have a strong understanding of records management.

Level: FoundationRecords and Information Management

Learning objective: At the end of this workshop, you should be able to:

  • Understand the history of the Information and Records management profession in Australia
  • What Records are and their purpose
  • What are the 5 steps of the records lifecycle
  • Understand why Information and Records management is important
  • Understand the difference between a Document and a Record
  • Understand what Information and Records is and some of the associated activities
  • Understand the benefits of good recordkeeping and impacts of poor recordkeeping

Appraisal, Sentencing and Archiving Fundamentals

You may ask yourself, why classify records? For a simple reason really, to have order and simplification.

Description: Why classify records? For a simple reason really, to have order and simplification.

Understanding "Why" and "How" classification should be used as well as gaining the knowledge and skills to design and implement a workable classification scheme for our organisations is the ultimate goal.

Level: FoundationRecords and Information Management

Learning objective: At the end of this workshop, you should be able to:

  • Define and understand archival terminology
  • Familiarise yourself with retention and disposal schedules
  • Understand why we archive records
  • Understand the sentencing process
  • Learn what metadata is important for archiving
  • Look at the differences between paper and digital records
  • Learn about disposal triggers and the steps needed to carry out disposal
  • Think about records that lie outside of the EDRMS

Selling the Value of Information and Records Management to Stakeholders

Description: Let’s think of all the information that we capture, store, and create using different technologies. Now let’s ask ourselves who is in charge of all this information and what’s the right thing to do with it? Join us in this workshop as we take you through the journey on how records management can bring value to your organisation.

Level: Lead | Records and Information Management

Learning objective: At the end of this workshop, you should be able to:

  • Improve Business Processes
  • Understand how we can improve Business Processes
  • know what our involvement in Business is
  • Increase Convenience and Improve Customer Service

Managing Social Media Records

Description: Social media- Interactive Channels that facilitate the creation and sharing of information, ideas, interests and other forms of expression through virtual communities and networks, another definition for records.

With close to 2.5 billion people using these forums worldwide to communicate, posting or commenting on an organisation’s social media platform is no different to the public responding to content on a website or old-fashioned post mail and must be managed.

Level: LeadRecords and Information Management

Learning objective: At the end of this workshop, you should be able to:

  • Identify the challenges with managing social media content and how to overcome them.
  • Understand the methods for capturing social media records and applying links to related information.
  • Share and retrieve social media records.
  • Manage socially sensitive information.
  • Understand how to control records to minimise damage to public reputation.
  • Develop a social media policy.