Basic Bookkeeping
Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.
INTRODUCTION
Course Objectives
MODULE 1
Understanding Records
What is Records Management?
Defining Records
Archives vs. Records
Life Cycle
Knowledge Check
MODULE 2
Management of Records
What Is and Is Not a Record?
Record Programs
Management of Systems
Developing Standards
Knowledge Check
MODULE 3
Context (I)
Techniques for Analyzing Records
Collecting Information
Organizational Needs
Legal Demands
Knowledge Check
MODULE 4
Context (II)
Routine Process
Creative Process
System Analysis
Records Survey
Knowledge Check
MODULE 5
Classification
Functionality
Prioritize
Assess and Review
Develop a Tool
Knowledge Check
MODULE 6
Paper-Based Systems
Arranging and Grouping
Building Files
Elementary and Intermediate
Metadata
Knowledge Check
MODULE 7
Electronic Records
Classifying
Folders and Directories
Groupings
Metadata
Knowledge Check
MODULE 8
Hybrid Systems
Routine Processes
Creative Processes
Design
Limitations
Knowledge Check
MODULE 9
Appraisals & Systems
Taxonomy of Values
Macro Appraisal
Strategy & Criteria
Document & Review Decisions
Knowledge Check
MODULE 10
Record Maintenance
Paper
Electronic
Create Archives
Conversion
Knowledge Check
ASSESSMENT
Post Test