In records management, an inventory is a descriptive listing of each record series or system, together with an indication of location and other pertinent data. It is not a list of each document or each folder but rather of each series or system. Its main purpose is to provide the information needed to develop the schedule. It also helps identify various records management problems.

These include inadequate documentation of official actions, improper applications of recordkeeping technology, deficient filing systems and maintenance practices, poor management of nonrecording materials, insufficient identification of vital records, and inadequate records security practices. When completed, the inventory should include all offices, all records, and all nonrecording materials. An inventory that is incomplete or haphazard can only result in an inadequate schedule and loss of control over records. Records management activities include the creation, receipt, maintenance, use and disposal of records.

After the completion of the training programme, delegates will be able to:

• To distinguish between different types of records
• Know selection criteria, sources of good books/periodicals and accessioning, prepare a set of library rules,
• Understand the legislative framework for records management
• Understand the legislative framework for records management
• To understand different types of filing system
• Determine the tools, materials and equipment needed for library,
• Easily classify inventory categories using the ABC system
• Identify the inventory cost structure that best fulfills the company’s size, structure, and processes
• Consistently come away with clear numbers of inventory turnover and discover trends those numbers could be indicating
• Determine what to order, when to order and how much to order — and what to do with it all upon arrival

MODULE 1: RECORDS MANAGEMENT

• Introducing records management
• The Regulatory Framework for Records Management
• Different types of filing system
• Designing, implementing, and maintaining a file plan
• Understanding the various types of records and how they are managed
• Designing a file plan
• Implementing a file plan
• Using a file plan to classify records
• Using a file plan to describe and arrange records
• Introduction to Electronic Records Management Systems
• Appraisal and disposal of Records

MODULE 2: LIBRARY MANAGEMENT

• Introduction to the Library Environment
• Identifying Information resources for Libraries
• Resource Discovery
• Collection Development
• Bibliographic descriptions of resources
• Principles, standards, frameworks and models of resource classification, description, and arrangement
• Digital curation of information resources
• Subject analysis and control
• Abstracting and indexing
• Thesauri: Subject heading lists and classification
• Taxonomy, ontology, and folksonomy
• Library and social media
• Subject analysis and control
• Abstracting and indexing of resources

MODULE 3: INVENTORY MANAGEMENT

• Introduction to Inventory Management
• Setting up a warehouse
• Inventory Management System
• The Warehouse Inventory Cycle: Identifying demand
• Warehouse Processes: The Receiving, Validation, Putting away, and Outbound Processes
• Maintaining Inventory Accuracy
• Industry Trends

This masterclass runs for 5 days

Our Records Management, Library Management, And Inventory Management 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.

• Anyone interested in records management, Library and Inventory policies or procedures
• Staff who play a significant role in managing or creating records, such as HR or financial services
• Managers who supervisor records managers
• Department or unit heads responsible for their unit’s business processes
• IT data managers or stewards and IT system or service owners