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Records Management
Learn to manage your organization's recordsPreview the first lesson free — get full access to all 17 lessons.
Essential Provider : KnowledgeCity 5 chapters · 17 Lessons · 29m in Arabic, German, English, Spanish, French, Portuguese, Chinese
Course Description
Every organization has records. These records cover a wide range of activities in an organization. But not managing these records can lead to organizations getting into trouble. KnowledgeCity's course will provide you with an overview of records management and show you why it is important for every organization. You will gain an understanding of the business record life cycle as well as why it is important to retain certain records.
First, you'll go over the basics of records, including the different types of business records, and how to create an effective records management program. You'll see how to maintain and protect electronic and physical records. After that, you'll go through the life cycle of records, from their creation to their destruction. Finally, you'll see how to create a retention program so you know which records to keep and for how long.
What You'll Learn
- Differentiate administrative, accounting, legal, and personnel business records
- Create an effective records management program for electronic and physical records
- Trace the records life cycle from creation, access and use, maintenance, archiving, and destruction
- Maintain and protect both electronic and physical records
- Build a retention program and retention schedule to determine which records to keep and for how long
- Apply legal holds within a records retention program
Key Takeaways
- Every organization has records covering a wide range of activities, and failing to manage them can lead to trouble.
- Records management gives an organization an overview of why managing records is important and which records must be retained.
- The business record life cycle moves through creation, access and use, maintenance, archiving, and destruction.
- Records management covers different types of business records, including administrative, accounting, legal, and personnel records.
- A retention program, including a retention schedule and legal holds, determines which records to keep and for how long.
Frequently Asked Questions
What does this Records Management course cover?
It provides an overview of records management, the business record life cycle, the different types of business records, how to create a records management program, how to maintain and protect electronic and physical records, and how to build a retention program for deciding which records to keep and for how long.
What are the main learning objectives of this course?
Learners will be able to differentiate administrative, accounting, legal, and personnel records; know the life cycle of records including creation, access and use, maintenance, archiving, and destruction; and learn how to properly maintain records via a retention program.
Who is this course for?
It is intended for anyone in an organization, since every organization has records and not managing them can lead to the organization getting into trouble.
Does the course address electronic records?
Yes. It includes lessons on electronic record management and on protecting both electronic and physical records.
What does the course teach about record retention?
It covers how to create a retention program, including which records to keep, building a retention schedule, and applying legal holds, so you know which records to keep and for how long.
