Records Management Part B
WORKSHOP
Delivery Method Instructor Led
In-Company
Public Training
Accreditation
5 CPS® /CAP®
NQF Level 3
Target Group
Records Practitioners & Records Managers
Middle and Senior Managers
Filing Clerks
Registry Personnel
Personal Assistants
Librarians
Information Managers
Training Officials
File Plan Development Workshops – 2 day course
All businesses must have a pre-determined logical, systematic and hierarchical information structure based on business functions, according to which records are filed and /or electronically indexed. Without a sound Business Classification System, the design and maintenance of a master records index, identification of vital records, retention schedules and various policies and procedures can not exist.
Course Outline
Day 1
- What is a Business Classification System and its purpose?
- Comprehensive understanding of Organisational Business Analysis.
- Business Audit and Data Gathering Processes
- How to design a Business Classification System
- Practical exercises and design templates
Day 2
- Compilation of a File Plan.
- How to map servers and access security permissions
- How to create a Master Records Index
- How to create a Records Management Policy to support your File Plan
- Implementation of your File Plan and Change Management
The course comprises instructor-led training, supplemented by interactive sessions; practical group work and comprehensive course documentation, including easy to use templates and design tools.
For more information contact Inbox Filing.
