RECORDS MANAGEMENT FUNDAMENTALS: ORGANIZING, STORING, AND RETAINING DOCUMENTS

About Course

This course provides a comprehensive understanding of records management principles, processes, and best practices essential for efficient document organization, storage, and retention. Designed for professionals managing physical and digital records, the course explores modern techniques, legal compliance, and tools tailored to the needs of businesses and institutions. By the end of this training, participants will be equipped to implement effective records management systems that enhance operational efficiency, ensure regulatory compliance, and safeguard organizational data.

Understand the fundamental concepts and importance of records management in organizational settings.
Identify and categorize various types of records (physical and digital).
Implement systems for organizing and storing documents for easy retrieval.
Apply proper retention and disposal methods while ensuring legal compliance.
Utilize records management tools, software, and frameworks for efficiency.
Conduct audits and assessments of existing records management systems.
Develop and maintain a records management policy tailored to organizational needs.

Course Content

RECORDS MANAGEMENT

What is a Record

00:00
Filing Rules and Indexing

00:00

RECORD MANAGEMENT 101

MODULE 1: INTRODUCTION TO RECORDS MANAGEMENT

MODULE 2: ORGANIZING RECORDS EFFECTIVELY

MODULE 3: STORING RECORDS SAFELY AND SECURELY

MODULE 4: RETENTION AND DISPOSAL OF RECORDS

MODULE 5: TOOLS AND TECHNOLOGIES IN RECORDS MANAGEMENT

MODULE 6: DEVELOPING A RECORDS MANAGEMENT POLICY

MODULE 7: ASSESSING AND AUDITING RECORDS MANAGEMENT SYSTEMS

RECORD MANAGEMENT ADVANCED

MODULE 1: INTRODUCTION TO DOCUMENTING POLICIES AND PROCEDURES

MODULE 2: DEVELOPING POLICIES AND PROCEDURES

MODULE 3: IMPLEMENTING POLICIES AND PROCEDURES

MODULE 4: EVALUATING THE EFFECTIVENESS OF POLICIES AND PROCEDURES

MOTIVATIONAL VIDEO

TIME MANAGEMENT FOR SUCCESS TRAINING GUIDE

Table of Contents

00:00
Module 01 – Time Management and its Basics

00:00
Module 02 – Treating Others with Love and Respect

00:00
Module 03 – Why is Showing Gratitude Important?

00:00
Module 04 – Express Yourself for the Betterment

00:00
Module 05 – Treating Yourself in the Right Way (Copy 1)
Module 06 – Positive Affirmations and Time Management

00:00
Module 07 – Think About What You Really Want To Accomplish

00:00
Module 08 – Practicing Time Management

00:00
Module 09 – Rewarding Yourself is Important

00:00
Module 10: Benefits of Time Management

00:00
How Successful People Manage Their Time (Copy 1)

16:37

HOW TO GET YOUR CERTIFICATE

About Course

What Will You Learn?

Course Content

RECORDS MANAGEMENT

What is a Record

Filing Rules and Indexing

RECORD MANAGEMENT 101

Policy and Procedure

Email Management

Document Naming Conventions

Putting It All Together

MODULE 1: INTRODUCTION TO RECORDS MANAGEMENT

Introduction

Importance of Records Management in Modern Organizations

Types and Categories of Records

Key Concepts: Metadata, Indexing, and Archiving

Overview of Records Lifecycle

MODULE 2: ORGANIZING RECORDS EFFECTIVELY

Introduction

Classifying Records: Systems and Methodologies

Document Labeling and Indexing Techniques

File Organization Methods for Physical Records

Structuring Digital Folders and Databases

Creating and Maintaining a Records Inventory

MODULE 3: STORING RECORDS SAFELY AND SECURELY

Introduction

Best Practices for Physical Records Storage

Digital Storage Solutions: Cloud vs. Local Servers

Managing Confidential and Sensitive Records

Ensuring Disaster Preparedness and Recovery for Records

MODULE 4: RETENTION AND DISPOSAL OF RECORDS

Introduction

Establishing Retention Schedules

Legal and Regulatory Compliance in Records Retention

Methods for Secure Document Disposal

Managing Records with Historical or Archival Value

MODULE 5: TOOLS AND TECHNOLOGIES IN RECORDS MANAGEMENT

Introduction

Overview of Records Management Software and Tools

Implementing Automation in Records Management

Case Study: Choosing the Right Tools for Your Organization

MODULE 6: DEVELOPING A RECORDS MANAGEMENT POLICY

Introduction

Components of an Effective Records Management Policy

Customizing Policies for Organizational Needs

Communicating and Enforcing Policies

MODULE 7: ASSESSING AND AUDITING RECORDS MANAGEMENT SYSTEMS

Introduction

Conducting a Records Audit

Analyzing Gaps and Opportunities for Improvement

RECORD MANAGEMENT ADVANCED

Sending Records to Off-site Storage

Managing Shared Drives

Classification and Retention Schedules

Archival Records

MODULE 1: INTRODUCTION TO DOCUMENTING POLICIES AND PROCEDURES

Introduction

Understanding Records Management Policies and Procedures

Assessing Policy and Procedure Needs

MODULE 2: DEVELOPING POLICIES AND PROCEDURES

Introduction

Writing Policies and Procedures

Best Practices for Policy and Procedure Development

MODULE 3: IMPLEMENTING POLICIES AND PROCEDURES

Introduction

Implementing Policies and Procedures

Communicating Policies and Procedures

MODULE 4: EVALUATING THE EFFECTIVENESS OF POLICIES AND PROCEDURES

Introduction

Evaluating Policy and Procedure Effectiveness

Updating Policies and Procedures

MOTIVATIONAL VIDEO

A Powerful Lesson on Time Management – Golden Nugget (Copy 1)

TIME MANAGEMENT FOR SUCCESS TRAINING GUIDE

Table of Contents

Module 01 – Time Management and its Basics

Module 02 – Treating Others with Love and Respect

Module 03 – Why is Showing Gratitude Important?

Module 04 – Express Yourself for the Betterment

Module 05 – Treating Yourself in the Right Way (Copy 1)