Intelligent Archiving and Effective Electronic Organization

Course Introduction

Record keeping is essential for every business and organization. All purchases, sales, client and employee communications, as well as legal and taxation documents, need to be classified and managed appropriately. Document records and files have life cycles. They are created, received, referred to, revised, refiled, and occasionally reorganized. For the most part, the need to refer to files declines sharply as their age increases. As records reach the end of their active lives, they are disposed of in various ways: destroyed, reformatted, transferred to inactive storage, or transferred to the archives section. There are, however, some fundamental concepts that most records and archives management systems utilize.

Intelligent Archiving

This training course is designed to provide delegates with a thorough insight into theoretical principles, methodologies, and practical administration of archiving and record management, as well as the responsibilities of archivists and records managers in today’s financial institutions, business organizations, government agencies, and non-profit entities.

Course Objectives

Gain a comprehensive understanding of records and archiving management principles, processes, and terminology.

Know the fundamental concepts of Electronic Document Management Systems (EDMS)

Familiarize oneself with recordkeeping practices and traditions.

Understand the difference between the responsibilities of archivists and records managers

Apply knowledge of key aspects of records management practice in various contexts.

Identify issues that impact the ongoing management of records that document organizational activities, assess their effect, and develop relevant solutions.