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Records Management Fundamentals (2 Days)

Records Management Fundamentals (2 Days)

This course covers the fundamental principles and practices of records management. It provides participants with a basic understanding of the activities involved in managing paper and electronic records.

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Course Outcomes

By the end of this course participants should be able to:

  • Understand the issues and processes involved in records creation and capture
  • Identify the control measures applied to records so they can be located, retrieved and used
  • Analysing business
  • List the tools and technologies used to manage records.
  • Describe best practice for the storage of State records.
  • Understand the concepts of appraisal and disposal under the State Records Act, 1998.
  • Identify the key legislation and considerations when providing access to records.

Learner Profile

This course is suitable for people who are new to records management in the NSW public sector, including staff of records management units and people assigned responsibility for records management. It is suitable for use as a part of an induction program.

Course Pre-requisites

Prior to attending this course, participants should undertake the following e-learning modules available from the State Records’ Website.

Summary of Contents

Records creation and capture

  • Records creation
  • Records capture
  • Normal Administrative Practice (NAP)
  • Imaging records
  • Authenticity and metadata
  • Creation and capture of digital records

Control of records

  • Registration
  • Classification
  • Indexing

Storage of records

  • Phases and types of records storage
  • Storage of digital records
  • Counter disaster strategies
  • Preservation of digital records

Disposal of Records

  • Appraisal and disposal
  • Legal means of disposal
  • Implementing retention and disposal authorities, including destruction and transfer of records

Providing Access to Records

  • Laws governing provision of access to records
  • Processes for giving access to records