ELEV-OM 003: Archiving and Records Management

ELEV-OM 003: Archiving and Records Management

Course Number: ELEV-OM 003

Duration: One day

Course Description:

Archiving and Records Management focuses on the critical responsibility every organization has to create, organize, protect, and maintain records effectively. Proper records and archives management supports accountability, reduces risk, improves productivity, and protects the organization’s legal and financial interests.

This course equips learners with the knowledge and practical skills needed to manage both physical and electronic records throughout their lifecycle. Learners will explore classification systems, legal and organizational requirements, appraisal strategies, and best practices for maintaining paper-based, electronic, and hybrid records systems.

By the end of this course, learners should be able to:

• Understand the principles of records and archives management
• Distinguish between records and archives and explain their lifecycle
• Analyze organizational, legal, and operational recordkeeping needs
• Develop classification tools and standards
• Manage paper-based, electronic, and hybrid record systems
• Apply appraisal strategies to determine record value and retention
• Maintain records and archives in compliance with organizational and legal requirements

Course Modules:

Module One: Getting Started

• Icebreaker
• Housekeeping items
• The parking lot
• Course objectives

Module Two: Understanding Records

• Records management fundamentals
• Defining records
• Archives versus records
• Record lifecycle
• Case study
• Review questions

Module Three: Management of Records

• What is and is not a record
• Records programs
• Systems management
• Developing standards
• Case study
• Review questions

Module Four: Context (I)

• Techniques for analyzing records
• Collecting information
• Organizational needs
• Legal demands
• Case study
• Review questions

Module Five: Context (II)

• Routine processes
• Creative processes
• System analysis
• Records survey
• Case study
• Review questions

Module Six: Classification

• Functionality
• Prioritization
• Assessment and review
• Tool development
• Case study
• Review questions

Module Seven: Paper-Based Systems

• Arranging and grouping
• Building files
• Elementary and intermediate systems
• Metadata
• Case study
• Review questions

Module Eight: Electronic Records

• Classification methods
• Folders and directories
• Groupings
• Metadata
• Case study
• Review questions

Module Nine: Hybrid Systems

• Routine processes
• Creative processes
• System design
• Limitations
• Case study
• Review questions

Module Ten: Appraisals and Systems

• Taxonomy of values
• Macro appraisal
• Strategy and criteria
• Documenting and reviewing decisions
• Case study
• Review questions

Module Eleven: Record Maintenance

• Paper records
• Electronic records
• Creating archives
• Conversion
• Case study
• Review questions

Archiving and Records Management provides learners with the structure, tools, and strategies needed to protect organizational knowledge and ensure compliance. Join now to strengthen your records management practices and build reliable, defensible systems that support long-term organizational success.