According to Michael Jackson (not the musician but an expert in Systems Thinking), “a system is a complex whole the functioning of which depends on its parts and the interaction between those parts”. As an example of a system, an organization’s recordkeeping system should consist of all resources, policies, procedures and guidelines around which filing is organized. Unfortunately, records management efforts in most organizations have remained stagnant over the years. This can largely be attributed to the fact that records management practices have been characterized by a “collector’s approach”, thus, records management practitioners are sitting idle awaiting for records to be transferred to their custody when no longer required by the creating business unit. This reactive approach has compromised the quality of recordkeeping systems within organizations. In all operations and functional areas, the standard of continuous improvement and learning is becoming the norm around the world. Records Management should not be any different. This Course seeks to capacitate registry officials and records management practitioners to be proactive in their approach of managing records. Thus, they should learn to develop and implement tools and instruments that seeks to gain control of records from creation until disposal. A file plan, a disaster plan, information security plan, and an Enterprise Content Management (ECM) solution are critical tools that can serve this purpose; hence they are the focus of this Course.

After attending this course delegates will be able-

• to distinguish between a record and a document
• to distinguish between different types of records
• Understand the legislative framework for records management
• to understand different types of filing system
• to understand the record lifecycle concept
• develop and use a file plan
• develop and use a records control schedule
• implement an effective filing system
• to develop a records inventory
• to systematically dispose records in line with the law
• implement basic technological tools to manage records
• understand the concept of integrated electronic document and records management system

• Introducing records management
• The Regulatory Framework for Records Management
• Different types of filing system: Part 1 & 2
• Understanding the various types of records and how they are managed
• Designing a file plan
• Using a file plan to manage correspondence records
• Designing and using a records control schedule to manage “Other” records: Part 1 & 2
• Managing an effective Registry system
• Prerequisites for the implementation of a file plan:
• Control registers and a good filing system
• Developing a Records Management Policy
• Appraisal and disposal of Records
• Introduction to Integrated Electronic Document and Records Management Systems

This training Programme runs for 5 Days

Our Basic Registry, Records, And Archives Management Course is available in a variety of formats to best match your needs

In-House training: We bring the training to your location. Available with customized features created to meet your requirements.

Virtual Training: Delivered totally online, our virtual sessions are designed to keep participants engaged through relevant training, activities for practice, and ongoing reinforcement.

R 14 999.00
*Group Discounts Available on Request.

• Records management practitioners
• Work study/organizational development officers
• Registry clerks
• Officer administrators
• Security specialists
• Archivists
• Legal officers
• IT specialists
• Monitoring and evaluation specialists
• Auditors