Records Schedules, Files Plan, and Electronic Records Management Training

This course is designed for records management professionals, administrative staff, and anyone involved in the management of records within the organization. This course will empower participants with the knowledge and skills necessary to improve their organization's records management practices, ensuring compliance, efficiency, and accessibility. Engage with fellow records management professionals to enhance your understanding and effectiveness in this vital area.

Course Description: 

This course focuses on the essential concepts and practices related to records schedules, files plans, and electronic records management. Participants will engage in discussions and reviews that will enhance their understanding of how to effectively manage records throughout their lifecycle, ensuring compliance with regulatory requirements and organizational policies.

Course Objectives: 

By the end of this course, participants will be able to: 

• Understand Records Schedules:
  • Define records schedules and their significance within the records management framework.
  • Identify the components of effective records schedules that align with legal and regulatory requirements.
• Develop and Utilize Files Plans:
  • Learn how to create, maintain, and implement files plans that categorize and organize both physical and electronic records.
  • Recognize best practices for managing access and retrieval of records in an efficient manner.
• Navigate Electronic Records Management:
  • Discuss the challenges and benefits of managing electronic records versus traditional paper records.
  • Understand key principles of electronic records management, including retention, destruction, and compliance.
• Engage in Collaborative Discussions:
  • Participate in collaborative group discussions to share experiences, best practices, and challenges related to records management.
  • Review case studies and real-life scenarios to analyze and improve current organizational practices.

No registration is required. Please add the training to your calendar and join us at the scheduled date and time.

For further inquiries, please contact Kelvin Starks at kelvin_starks@btfa.gov or Mary Jo Smith-Issues at mary_smith-issues@btfa.gov.