Training Materials

This Business Operating Procedure provides a practical framework for establishing, maintaining, and managing an **Information Asset Register (IAR)**. It outlines the purpose of an IAR, key asset information to capture, governance responsibilities, and processes for identifying, protecting, and maintaining critical information assets to support business continuity, compliance, and effective information governance.

This guide outlines the business rules for using an **Enterprise Content Management (ECM)** system to create, capture, register, and manage organisational records. It covers recordkeeping obligations, document naming conventions, email management, metadata standards, version control, quality assurance, and best practices to ensure information is accurate, accessible, compliant, and easy to retrieve.

This guide provides practical standards for creating and maintaining accurate Name and Address Register (NAR) records. It includes naming conventions, address formatting, phone and email standards, duplicate prevention techniques, approved abbreviations, and data entry rules to improve data quality, consistency, and searchability across organisational systems.

This procedure guide provides practical advice for creating and maintaining a Name and Address Register (NAR) with consistent, high-quality data. It outlines standards for capturing names, addresses, phone numbers, and email addresses, along with duplicate prevention techniques, validation methods, governance responsibilities, and ongoing maintenance practices to improve data quality and consistency across organisational systems.

This training and induction resource introduces staff to their records management responsibilities and organisational recordkeeping requirements. It outlines key legislative obligations, what information should and should not be captured into the EDRMS, privacy and confidentiality requirements, and the importance of completing records management induction to ensure compliant and consistent information management practices.

This practical guide outlines best practice for the secure and compliant destruction of digital records, regardless of where they are stored. It covers governance requirements, disposal authorisation, sentencing, approval workflows, secure destruction methods, sanitisation techniques, documentation, and audit requirements to help organisations implement defensible and legally compliant digital disposal processes.

This procedure provides a practical framework for the lawful disposal of digital records in accordance with Public Record Office Victoria (PROV) standards. It outlines responsibilities, retention and disposal requirements, authorisation processes, secure destruction methods, transfer of archival records, and ongoing compliance activities to help organisations manage digital records disposal in a consistent, compliant, and defensible manner.

This work instruction outlines the process for receiving, registering, scanning, and distributing incoming mail in a secure and consistent manner. It provides step-by-step guidance for records management staff, ensuring correspondence is handled efficiently, confidentially, and in accordance with sound recordkeeping practices and organisational requirements.

This practical guide provides best practice advice for preparing clear, concise, and effective board papers that support informed decision-making and good governance. It includes guidance on board paper structure, writing techniques, governance requirements, review processes, and a sample template to help organisations improve the quality and consistency of board reporting.

This corporate procedure outlines best practices for digitally signing outgoing correspondence. It provides guidance on when digital signatures are required, approved signing methods, delegated authority, and recordkeeping requirements to ensure signed documents remain authentic, compliant, and securely managed.

This policy outlines the requirements for the lawful disposal of paper records following digitisation. It provides guidance on defensible disposal processes, quality assurance, risk assessment, and compliance to ensure digitised records remain authentic, reliable, and legally admissible while meeting recordkeeping obligations.

This practical procedure provides step-by-step guidance for digitising paper records to support the lawful disposal of original documents. It covers record assessment, scanning standards, quality assurance, metadata requirements, and compliant capture into an electronic records management system to ensure digitised records remain authentic, reliable, and fit for purpose.

This introductory guide explains the key principles and requirements of New Zealand's Public Records Act. It provides an overview of recordkeeping obligations for public offices and local authorities, covering the creation, maintenance, disposal, preservation, and accessibility of public records, along with practical guidance for achieving legislative compliance.

This Information Management Policy outlines the principles, responsibilities, and governance required to effectively manage organisational information, records, and data. It promotes a digital-first approach, ensuring information is reliable, accessible, secure, and managed throughout its lifecycle to support business operations, compliance, and accountability.

This introductory training presentation provides an overview of records management principles and best practices. It explains the importance of creating, capturing, classifying, storing, and disposing of records, while outlining staff responsibilities, legislative requirements, information governance, and the role of Electronic Document and Records Management Systems (EDRMS) in supporting compliant and effective recordkeeping.

This guide provides a practical overview of administering and configuring SharePoint Online and OneDrive for Business. It covers site architecture, governance, security, metadata, permissions, records management, retention, and compliance settings, along with best practice recommendations for designing, managing, and maintaining a secure and effective Microsoft 365 information environment.

This guide outlines the principles and functional requirements for managing records within business systems. It provides practical guidance on identifying records, integrating recordkeeping into business processes, capturing metadata, managing records throughout their lifecycle, and implementing retention and disposal requirements. Based on international standards, it is a valuable resource for organisations designing, procuring, or reviewing business systems to ensure they support effective records management, compliance, and accountability.

Follow Edith Cowan University's records management transformation journey as it evolves from traditional records management to a modern information management approach. This presentation shares practical lessons on governance, digital transformation, EDRMS implementation, stakeholder engagement, organisational change, and preparing for Microsoft 365, SharePoint, and cloud-based information management.

This presentation shares Edith Cowan University's records management transformation journey, highlighting practical strategies for modernising recordkeeping, implementing an EDRMS, supporting organisational change, and preparing for Microsoft 365 and SharePoint. It offers valuable lessons on governance, user adoption, digital transformation, and the evolving role of information management professionals.

This presentation introduces the Queensland State Archives Recordkeeping Maturity Assessment Tool, designed to help organisations assess their current recordkeeping capability, identify areas for improvement, and develop a roadmap towards best practice. It explains the five levels of recordkeeping maturity, outlines key governance principles, and provides practical guidance for building a strategic, sustainable, and digitally capable records management program.