BRIEF PROGRAM OVERVIEW

Managing an ever-increasing volume of paper and electronic/digital documents, records, knowledge and content can be very difficult. How do you best capture, manage and store the documents and records in your organisation? How can records management and information security HElp? Does your approach meet requirements and standards? What is the best way to manage emails, web pages and electronic documents and paper records? How do you find the right documents and records when you need them? How does workflow and business process management work with documents and records management to help increase efficiency within your company? Document Archiving and Records Management is a standard course for records management. It is about attaining a records management benchmark of best practice, setting up methodology, processes and the resulting data storage and using an electronic records management system.

This Document Archiving and Records Management training course covers the strategies, tools, and technologies used to capture, categorise, manage, store, preserve (archive), and deliver documents and records in support of business processes.

Participants will develop the following competencies:

  • Understand the key concepts and overall architectural scope
  • Develop business cases and business requirements
  • Use the concepts of document and records management to deliver business drivers
  • Link how document and records management can be implemented across your organisation

BRIEF PROGRAM OBJECTIVES

  • To understand document and records management lifecycle
  • To understand records management standard
  • Review how to implement a records management system
  • Help create business case and requirements for the selection and procurement of document and records management
  • Create a document and records management plan of action to implement in their organization and learn from best practice implementations
  • Concepts for managing information and content, such workflow, business process and collaboration
  • Review industry-leading solutions and vendors in this marketplace
    Using metadata, business classification scheme, taxonomy and setting retention plans
  • Set up search and retrieval
  • Develop storage models, audit trail and storage technologies

Who should attend?

  • Professionals and leaders who wish to learn more about document management strategies for improving organisational efficiency
  • Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents
  • Information security professionals
  • Document controllers and administrators
  • Document and Records Management personnel
  • Document Management Supervisors
  • Suppliers, Solution Providers and Vendors
  • Executives
  • Users of Document and Records Management
  • Personnel seeking to enhance their skills
  • Technical staff

TRAINING PACK

  • Award of Certificate of Participation, Customized Training Materials
  • Case Studies and Activities Stimulation
  • Refreshment
Module One: Getting Started

  • Icebreaker
  • Housekeeping Items
  • The Parking Lot
  • Workshop Objectives

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 Toolodule S: Review Questions
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

  • Words from the Wise
  • Review of Parking Lot

DURATION:

2 DAYS

DATE:

20th – 21st January 2018

TIME:

9:00am

FEE:

N60,000

ACCOUNT DETAILS:

Bank: First City Monument Bank Plc (FCMB)

Account Name: SuccessDrive Global Consult Ltd

Account Number: 246 809 3010

REGISTRATION PROCEDURE

  1. Pay the registration fee on or before registration deadline date(at least a week before class commencement date)
  2. Send your name, phone number, email address, training location, amount paid to training@successdrives.net or SMS to 08096662323, 08107922921
  3. Visit www.successdrives.net click on register now tab and complete Registration Form.
  4. Upon confirmation of your registration an electronic receipt will be sent to your mail.
  5. Pay the tuition on or before the tuition deadline
  6. Commence your training at SuccessDrives Training Facility

ACCOUNT DETAILS

Bank: First City Monument Bank Plc (FCMB)

Account Name: SuccessDrive Global Consult Ltd

Account Number: 246 809 3010

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