Certificate In Electronic Record Management

£1,400.00 £900.00

Certificate in  Electronic Record Management

Details

Every organization and every individual has records! Business offices, government agencies, nonprofit groups, educational institutions, and medical facilities—just to name a few—must deal with enormous amounts of records on a daily basis. Executives and support staff are inundated with data and information in various formats.

A record is anything that provides information. A record may be on any type of media: paper or electronic, digital or analog, magnetic or optical, liquid or solid. In today's technological environment, organizations must learn how to handle records so that they can be used as needed in the future. Records must be managed from the time they are created or received through distribution, use, and maintenance, until they are finally destroyed or permanently archived.


The Records Management Program  built on Microsoft Technology will give you a basic overview of records management terminology, concepts, and procedures to successfully manage records in today's offices. Regardless of the media on which the record is stored, it must be properly managed to be an asset to the organization.


Another important component of a professional records management program is legality issues. A comprehensive, legally-sound records retention schedule must be developed and strictly followed so that the company is not held liable for problems that could have been avoided in the first place.

Should records be stored on paper, in an electronic format, in a microform? How is a records inventory conducted? What are the steps in the development of a company-wide records retention schedule? How are records archived? How will organisation comply with ISO record management standards? How using Microsoft technology would help organisation ensure security and compliance.


Attending this course gives an added value for students to learn about ISO guidelines, practice electronic management Microsoft technology, able to leverage SAP technology to implement record management


This program will assist you in making those decisions based upon certain characteristics of the records. Also, you’ll learn to code and file according to the rules established by the ISO


Upon registering, you're given eight months to complete the program.


Objectives


Upon successful completion of this program, you'll be able to:

  • leverage  Microsoft ERP systems to enforce record management
  • Understand the business and legal benefits of establishing a records retention program
  • Explain how to conduct and document legal research on  records retention requirements
  • Establish guidelines for developing vital records operating procedures
  • Identify the various types of coding systems
  • Recommend solutions for common filing problems and for safeguarding the security and confidentiality of records
  • Identify the reasons for careful selection of records housing equipment and describe the criteria and considerations in selecting equipment
  • Explain how to establish an effective forms analysis program
  • Identify the scope and functions of mail management programs
  • Outline policies and procedures for establishing a records disposal system for a records center
  • Describe the principles of conservation of archival materials to ensure their permanent preservation
  • Document Metadata in SharePoint Enterprise Document Management
  • Understand and  able to use Document Digitisation and its technology

Outline

  1. What is Records Management?
    1. The Role of Records Management
    2. Classifications
    3. Value
    4. Memory of a Business
    5. Life Cycle of Paper Records
    6. Common Problems
  2. Alphabetic Indexing Rules
    1. Consistency in Filing
    2. Key Unit of Names
    3. Rules of Filing
  3. Electronic File Management
    1. The Database
    2. E-commerce
    3. Life Cycle of Electronic Records
  4. Alphabetic Records Management, Equipment, and Procedures
    1. Filing and Storage
    2. Storage Method
    3. Storage Equipment and Supplies
    4. Straight Line Tabs
    5. Choosing the Right Equipment
    6. Six Steps in the Records Management Procedure
  5. Storing, Retrieving, and Transferring Records
    1. Retention Schedule
    2. The Four Values of Records
    3. Record Cycle
    4. Common Methods of Records Transfer
    5. Software Capabilities
  6. Subject, Numeric, and Geographic Records Management
    1. Advantages and Disadvantages
    2. Arrangement
    3. Index Types
    4. Coding
    5. Number Types
    6. Databases
  7. Electronic and Image Records
    1. Magnetic and Optical Records
    2. Data Input Devices
    3. Copies
    4. Retention
    5. Records Safety and Security
    6. Microform
    7. SharePoint and Office 365 technology for record Management
  8. Records and Information Management
    1. Elements of a Office 365 Record management  Programme
    2. Responsibilities
    3. Disaster Recovery
    4. Knowledge Management
    5. Records Retention Schedule