Archives and Record Management

Why Attend

This course serves as an introduction to the responsibilities of archivists and records managers working in today’s business, government and non-profit environments, particularly the theoretical principles, methodologies and practical administration of such programs. It presents the evolution of the several recordkeeping professions and the development of theories of the identification and management of records and recordkeeping systems. It also emphasizes the history and changing nature of records and recordkeeping systems, particularly those changes influenced by technology. As individuals preparing for careers in records management, information resources management and archival administration, students must have a clear understanding of how the concept of a record has changed and how systems governing the creation and use of records have changed and are changing.

Course Methodology

The material used in the training course will be based on exercises as well as regional and international case studies. Participants will frequently work in pairs with one another as well as in larger teams.

Course Objectives

By the end of the course, participants will be able to:

• Develop a records management program to enhance the value of the organization’s information and reduce risk and cost
• Develop document control methods to identify, secure, protect and retain critical information

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Location:

South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration: 4 - 6 months

Unit Standard: 259442

NQF Level: 04

Number of Credits: 8

Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website https://www.aaticd.co.za

NB: Terms and Conditions for Payment and Refunds

1.1. Full payment for the training workshop must be made at least 5 days before the scheduled workshop date.

1.2. Payment can be made via bank transfer, credit card, or any other agreed-upon method.

1.3. A confirmation of payment will be issued upon receipt of funds.

1.4. Any form of Payment means that trainee / delegate / client receiving the training accepts the training and agrees to these terms and conditions.

2. Cancellation and Refund Policy

2.1. Cancellations made 30 days or more before the workshop date will be eligible for a full refund, minus any administrative fees.

2.2. Cancellations made 15 to 29 days before the workshop date will be eligible for a 50% refund of the total payment.

2.3. Cancellations made less than 14 days before the workshop date will not be eligible for a refund.

2.4. Participants who fail to attend the workshop without prior notice will not be eligible for a refund.

3. Rescheduling

3.1. If a participant wishes to reschedule, a request must be submitted at least 14 days in advance, subject to availability.

3.2. A rescheduling fee may apply.

4. Workshop Cancellation by the Organizer

4.1. AATICD reserves the right to cancel or reschedule the workshop due to unforeseen circumstances, including but not limited to low enrolment, trainer unavailability, or force majeure events.

4.2. In the event of cancellation by AATICD, participants will be offered a full refund or the option to attend a rescheduled session.

4.3. AATICD is not responsible for any additional costs incurred by participants, such as travel or accommodation expenses.

5. Refund Processing

5.1. Approved refunds will be processed within 7 business days from the date of cancellation approval.

5.2. Refunds will be issued using the original payment method unless otherwise agreed.

6. Contact Information

For any questions regarding payments and refunds, please contact us at:

Email: apply@aaticd.co.za

Phone: +27 73 016 5042

By registering for the workshop, participants agree to abide by these terms and conditions.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

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Course Outline

The principles of managing information

• The organization: How your information is managed today
• Definitions: Understanding what the information terms mean
• Document control and records management: Similarities and differences
• Your organization
  • Identifying its type
  • Identifying its staff
  • Identifying its information
• Defining information goals for the organization
  •  How to achieve information goals

Introduction to Digitization and Standards

• • • Introduction to digitization and file management
    • Managing structured and unstructured data
    • Scanning and capture
    • Workflow
    • Metadata, indexing, and classification
    • Enterprise search and archiving

• • Compliance, Regulations, and Digitization ISO 13008
    • ISO 13008 digital records conversion and migration
    • Archiving and preservation
    • Data protection and data privacy
    • Document and records management compliance

Skills And Development

• professional literature and other resources
• Significance of records Explore significance of records to
  individuals and organizations
• Records – information or evidence
• Analyze the changing definitions of records as information or evidence
• History of records, recordkeeping, and archives
  Survey of recordkeeping and archives document
• Basic concepts and theories in archives and records
  management
• Archival functions
• Recordkeeping functions
• Archives and social memory
• Electronic records
• Management of visual records
• Integration of records into organizations
• Records, ethics & accountability
  – Government
  – Business
  – Non-profit sector
• Development of archives and records management professions
• Appraisal and Disposal of Records
• Audio-Visual Archiving
• Organizing Records: Classification Systems
• Functionality
• Prioritize
• Assess and Review
• Develop a Tool
• Organizing Records: Classification Systems
• Paper-Based Systems
• ICT Applications in Archives and Records Management
• Preservation Management of Archives and Records
• physical volume (expressed in terms of cubic or linear feet);
• frequency of use (daily, monthly, yearly);
•  administrative and operational need served by the record;
•  legal and fiscal regulations governing retention;
• historical significance;
• Administrative Reports (especially annual and biennial reports).
• Biographical Records.
•  Committee Records.
•  Correspondence, Executive.
•  Grant Projects Research Records (final research reports).
•  Photographs.
•  Policies and Procedures Records.
• Publications.
•  Special Event Records.