Objectives

The objectives of the seminar are to:

• Define key terms related to electronic records management
• Describe the advantages and limitation of electronic records
• Identify laws, regulations and legal policies and practices that impact electronic recordkeeping requirements in the Federal agency
• Recognize the necessity of involving Information Technology (IT) professionals in records management
• Identify recordkeeping requirements for electronic records
• Describe the characteristics of electronic records to consider when determining scheduling and disposition instructions
• Develop policies and procedures for managing e-records
• Build recordkeeping functionality into electronic systems
• Describe ways to manage program information to document actions and mitigate risk;
• Recognize the management challenges presented by electronic agency information

Seminar Content

1. Introduction, Definitions

• What is records management?
• The role of records management in enterprise information management
• Classifications and taxonomies
• Value of managing records
• Institutional memory
• Records life cycle overview
  1. Electronic
  2. Paper
• common problems in records management

2. Storing, Retrieving, and Transferring Records
   • Retention schedule and records cycles
   • Common methods of records transfer
   • Software capabilities in records storage and transfer
3. Requirements and Specifications

• Requirement versus specification
• Importance of meta data in the records management process
• Reviewing requirements and specifications for records management

4. Elements of a Records Management Program

• Gathering the right data from the right sources
• Determining the scope of the records management program
• Planning interactions and interfaces – communication
• Creating a records management plan
• Scheduling and resource allocations
• Managing the RM plan effectively
• Disaster planning and recovery
• Records management to knowledge management

5. Conclusion

• Summary, resources and additional exercises