“Records Inventory” — iSchool RM Certificate Course — September 20, 2013 — Toronto

I will be teaching this course offered by the University of Toronto’s iSchool Institute as part of the Records Management Fundamentals certificate program.  Here is the course description from the iSchool Institute website:

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This course introduces the “record series”, examines the factors that must be addressed when planning a records inventory, and provides practice in inventorying records. Upon completion students will be able to:

  • Describe the objectives of a records inventory.
  • Explain how data collected during an inventory can be used to develop (or expand) a
  • records and information management program.
  • Plan a records inventory.
  • Identify, name and inventory a record series.
  • Distinguish between “official” and “transitory” records.

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Date

Sep 20, 2013
Expired!

Time

9:00 am - 4:00 pm

Cost

$

Location

The iSchool Institute
140 St. George Street

Organizer

The iSchool Institute
Phone
416-978-7117
Email
ischool.institute@utoronto.ca
Website
http://institute.ischool.utoronto.ca
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Case in Point

That's A Lot of Records!
Often the requirement for a needs assessment is driven by a specific initiative being considered or an immediate problem to be solved, rather than a general desire to establish a corporate (or organization-wide) IM program. We had a client wanting to improve its management of a specific group of critical records – thousands of member files in paper, microform and digital formats containing hundreds of unique document types.
Assess, Plan and Schedule
Ergo reviewed the organization’s current practices for managing those records, compared those practices to best practices, and identified risks and areas for improvement. From there we developed a strategic plan with a focus on records storage and retention. The plan identified the operational, financial and technological requirements for implementing the recommended changes, improvements and enhancements in the lifecycle management of the member records. Activities in the plan were classified as short term (next 6-12 months), medium term (next 12-24 months) and longer term (next 25+ months).
Step by Step Success
Implementation of the strategic plan enabled this organization to ensure its member records are properly identified, organized, accessible, protected and retained as long as necessary to meet operational and other requirements.
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