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


This training course does not currently have any upcoming dates available.

If you would like to be notified of future dates for this course, please contact training@tfpl.com.

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:

James Lappin , Consultant, TFPL

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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