Proper records management is the responsibility of everybody in the workplace. All employees should be aware of the importance of records management and be able to apply the principles of record keeping effectively.
Records management is much more than just putting a piece of paper in a filing cabinet or sending a document to a folder on your PC. In an organisation it is important that proper record management policies and procedures are put in place and updated regularly. The policies and procedures should form part of the induction programme for new employees. The consequences of not having a proper records management system could cost an organisation in time and money.
At the end of this course you will be able to:
- Identify current problems with records management and how to prevent them
- Identify different formats of records and how to maintain them
- Analyse, classify and manage the life cycle of a record
- Establish alphabetic, numeric and subject filing systems
- Develop procedures for records management using SANS 15489 as a guide
- Apply different methods to ensure the security of records and archives
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INTRODUCTION
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FUNDAMENTALS OF RECORDS MANAGEMENT
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THE RECORDS LIFE CYCLE
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FILE INTEGRITY AND CONFIDENTIALITY
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SECURITY OF RECORDS
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ESTABLISHING ALPHABETIC, NUMERIC AND SUBJECT FILING
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INTERNATIONAL GUIDELINES FOR RECORDS MANAGEMENT ISO / SANS 15489
- Introduction
- Summary of ISO / SANS 15489-1 Parts 1-3
- Part 4 – Benefits of records management
- Part 5 – Regulatory environment
- Part 6 – Policies and responsibilities
- Part 7 – Records management requirements
- Part 8 – Design and implementation of a records system
- Part 9 – (a) Process and controls – Introduction
- Part 9 – (b) Determining documents to be captured
- Part 9 – (c) Determining how long to retain records
- Part 9 – (d) Records capture
- Part 9 – (e) Registration
- Part 9 – (f) Classification
- Part 9 – (g) Storage and Handling
- Part 9 – (h) Access
- Part 9 – (i) Tracking
- Part 9 – (j) Implementing disposition
- Part 9 – (k) Documenting records management procedures
- Part 10 – Monitoring and auditing
- Part 11 – Training
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FURTHER READING
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REVIEW QUESTIONS AND ASSIGNMENTS
Instructor
R4,500.00