TFPL training course

Building Fileplans and Retention Schedules for Records Systems: SharePoint, ECM, EDRM

London
Price: £350.00 + VAT Level: 2

22/10/13 Book ›

introduction:

This one day workshop is designed for records professionals facing the challenge of deploying formal classification structure to their records management and building a retentions schedule for their organization. It will lay out the principles that support the formation of good classification structures in the form of a fileplan and retention schedules; will describe how the fileplan and retention schedule tools are interlinked; and will survey available source materials for retention periods.

outcomes:

an understanding of the logic behind fileplans and confidence in using this to classify areas of work
an understanding of the change management aspects of fileplans, including building awareness and building acceptance
an understanding of the different ways in which you can deploy business classifications, and the different impacts these will have on users
understanding of the principles behind retention scheduling and the techniques for building retention schedule
an understanding of how to apply fileplans and retention schedules in different system environments, from shared drives to EDRM systems or SharePoint.
an opportunity to work with records professionals from other organizations and to share experience and good practice

programme:

Defining a fileplan

Key components of the fileplan: classification headings and record folders
Critical success factors for a fileplan
Building a fileplan exercise
Critiquing other peoples fileplans
Processes and methodologies for building fileplans
What is a retention schedule
Process for building a retention schedule
Considerations in setting retention rules
Critique of different retention schedules
Implementing fileplans and retention schedules in different system environments
- EDRM
- SharePoint
- Shared drives
Project planning for building fileplans and retention schedules

speaker:

David Bowen , Trainer, Consultant Frieda Midgley

teaching style:

Highly interactive workshop and lecture

who should attend?

This course is for RM professionals who wish to build, evaluate or improve their organisations business classification scheme and rentention schedule.

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