This records management training provides participants with the knowledge and tools to organize, manage, and retrieve electronic and paper records efficiently. From understanding the fundamentals of records management to building intuitive filing systems, participants will gain practical strategies to create a streamlined and accessible information environment. This session also focuses on leveraging Microsoft 365 applications, OneDrive, SharePoint and Teams, to support document management. This training can be customized to support most document management applications including Google Drive, Dropbox, Box.
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Course Overview
Course Outcomes
- Understand Records Management Basics: Learn the core principles, importance, and benefits of effective records management.
- Develop Intuitive Filing Systems: Build hierarchical and logical filing structures for electronic and paper records to enhance organization and access.
- Clarify Records and Formats: Define what constitutes a record and understand the various formats (e.g., paper, digital, email, multimedia).
- Learn Basic Records Retention Requirements: Understand the basic regulations, guidelines, and best practices for records retention and compliance.
- Organize and Access Information: Discover best practices for managing, sorting, and locating information efficiently in various systems.
- Purge and Transition to Paperless: Gain strategies to declutter, reduce paper files, and transition to a more paperless workflow.
- Organize Electronic Documents: Learn how to store, organize, and maintain electronic files in all document locations.
- Utilize Record Locations Effectively: Understand different document management options, including OneDrive, SharePoint and Teams, and their best uses.
- Document Naming for Improved Access: Develop naming conventions for documents to improve version control, accessibility, and searchability.
- Search Strategies and Digital Tips: Use advanced search tools and techniques to find documents quickly and accurately.
Business Need
Did you know that office workers can spend up to 25% of their day searching for documents, data, or records? Effective records management is essential for reducing wasted time, improving productivity, and ensuring compliance with retention requirements.
Course Schedule
Typical Course Duration
Virtual: 2 hours
Delivery Methods
Number of participants
- virtual: 30
Course Details
Field of Study:
Productivity and Efficiency
Course Level:
- Beginner to Intermediate
Learning Methods:
- Exercises/Activities
- Interactive Discussion
Equipment:
- CI's virtual platform