Automation of Records and Information Systems Training

This hands-on skills training takes delegates through the very complex field of automation of records and information management. Delegates will learn the fundamental theory, concepts, and procedures required to design, develop and maintain an automated records and information systems.

Course Objectives

• Understand key automation issues
• Identify the technical requirements involved in records automation
• determine appropriate computer equipment, operating systems and software
• Identify forms of electronic records
• Plan an automation project
• Implement and maintain an automated records and information system
• Evaluate good records automated system
• Understand standardization and consistency affect the capabilities of an automated system

Main Modules

Electronics Records/Information Management Systems Concepts

• Records & Information Terminology
• The Role of the Records and Information Manager
• Appraising the Records and Information System
• Records Retention Scheduling

Alphabetic Records Management, Equipment, and Procedures

• Filing and storage
• Storage method
• Storage equipment and supplies
• Straight line tabs
• Choosing the right equipment
• Six Steps in the records management procedure

 Automated Filing Systems

• Filing Methods
• Storing Records
• Managing E-Mail

Electronic and Image Records

• Management of visual records
• Magnetic and optical records
• Data input devices
• Copies
• Retention
• Records safety and security
• Microform
• RIM software

 Capturing Records

• Backing Up and Archiving Records
• Legal Implications for Records/Information Management
• Imaging Documents
• Software Applications

Storing, Retrieving, and Transferring Records

• Retention schedule
• The four values of records
• Record cycle
• Common methods of records transfer
• Software capabilities

Data Storage

• Offsite Storage of Inactive Records
• Record Storage Vendors
• Records Disposal/Destruction

 Records/Information Management Plans

• Elements of a RIM program
• Ratios
• Responsibilities
• RIM manual
• Goals
• Disaster recovery
• Knowledge management
• Records retention schedule

Emerging Trends

Way forward After the Training

Participants will develop a work plan through the help of facilitators that stipulates application of skills acquired in improving their organizations. ASPM will continuously monitor implementation progress after the training.

Training Evaluation:

Participants will undertake a simple assessment before the training to gauge knowledge & skills, another assessment will be done after the training in-order to monitor knowledge gained through the training.