Records Management Application

Course Description

Investigate the skills and techniques needed to effectively manage and control active records in various formats. Examine file plan development, typical filing systems, storage systems and equipment, file maintenance procedures and retention rules including legislation.

Participant Outcomes

Upon successful completion of this course, participants will:

• Understand file system development

• Understand how to conduct a records inventory

• Understand file plan development

• Understand storage systems and equipment

• Understand the importance of file maintenance procedures

Course Content

Session I

1. Review of Records Management Theory

2. File systems and development

Session II

1. How to conduct a records inventory

2. File plan development

Session III

1. Storage systems and equipment

Session IV

1. File maintenance procedures