Introduction to records management pdf

The introduction to records and information management is a suggested prerequisite for the two main iper courses on essential records and records emergency planning and response. Often systems are funded, designed, and implemented without adequate thought about how. The management system addresses both use and maintenance of documents and records. Adams end of part one introduction to records management. Good records management practices government records service. General editor michael roper has had a wide range of experience in the management of records and archives. Teaching electronic records management in the archival curriculum 59 of the knowledge and skills that archivists need to administer to electronic records and apply to automated techniques in archives, margaret hedstrom 1993 proposed a series of learning objectives and outlined the content areas of an electronic records cur. The records analysis section provides you, our client, the following support. An introduction to electronic records management, the role of the records manager in information governance, and electronic records management program fundamentals. Provideimpartial access to records management assistance. Introduction to records management records management. This course will provide an introduction to the principles and practices. The department of energy doe mission depends on proper documentation of doe business. In this interactive object, learners read an overview of records management and then classify records as vital, important, useful, or nonessential in a draganddrop exercise.

University archives and records management services. Everything produced by an organisation is potentially part of its. Introduction to records management trainers manual office of the. Additionally, t he public trusts that records are managed appropriately. Basics of records management florida department of state. Archive advice leaflet number introduction to records management introduction. An introduction to records management for nonprofit organizations university libraries university archives and special collections department this work is available open access, hosted by northeastern university. Introduction to records and information management. Public records are any documents, papers, letters, maps, books, photographs, films, sound recordings, magnetic or other tapes, electronic dataprocessing records. Catholic archives society publications archive advice. Good management of records is the responsibility of everyone who works in your organisation. Chapter 9 records management revised april 18, 2006 what is the purpose of records management.

In this free online course learn with alison about using the popular web application platform microsoft sharepoint 2010. You can view the data either record by record, as illustrated in fig. A record series is a group of records or documents. Records management by judith readsmith, managing the crowd. Introduction to archives and records management society of. University of pittsburgh school of information science lis 2220 crn 15195 introduction to archives and records management, fall 2004 timelocation thursdays, 2 september to 16 december. The seven attributes of an effective records management program. The purpose of records management is part of an organizations broader. An introduction to records management for non profit. Establishstandards and procedures for managing local. Records are a basic tool of government administration. This course is an introduction to the basic theories, methodologies, and most significant problems relating to the management of records and especially archival records.

Before an organization can configure a records center site as its records management solution, it should develop a formal plan for its records management strategy. Your public body, department, division or team may have its own records. Records management, also known as records and information management or rim, is the professional practice of managing the records of an organization throughout their life cycle, from the time they are created to their eventual disposal. Business process design asis and tobe checklists introduction. To ensure compliance with the implementing regulations for records management. Because records management capabilities are part of the core functionality of transparent records management, the records management aspect of the system can be made transparent to most users. Presentation on introduction to records and information management. A major goal of keeping documents and records is to find. Records management is managing the records of an organisation from when they are created to their transfer to an archive or their destruction. An introduction to records management this document provides a brief introduction to records management to help you to manage records appropriately in the course of your work. Recommended citation university libraries university archives and special collections department, an introduction to records. The seven attributes of an effective records management. Introduction to the access database keeping student.

Aug 19, 2019 us national archives records management 25,124 views 25. Understand the importance of records management and why records are maintained understand your rm responsibilities learn basic rm terms and definitions learn how to identify a record learn about a legal hold understand records schedules locate additional resources 2 learning objectives. As the number of laws and severity of punishment governing records management continues to increase, it becomes even more paramount that organizations follow best practices for proper records management. Records management system rms is the management of records for an organization throughout the recordslife cycle. Vital records, disaster preparedness and recovery and business continuity.

The checklists draw from the concepts described in the federal enterprise architecture records management profile, records management standard iso 15489, and similar checklists developed by other agencies. Introduction to archives and records management society. Caribbean centre for development administration caricad. Records and information access, storage and retrieval 6. The basic unit used in all discussions of records management and all records retention and disposition schedules is the record series. The basics of records management is intended to serve as an effective introduction to records management and a useful guide to the ways in which floridas. This includes identifying, classifying, storing, securing, retrieving, tracking and. Todays presentation part of an ongoing rm project informal opportunity to share information, raise questions, identify options. Introduction to records and information management presentation. Us national archives records management 25,124 views 25. Electronic records management guidelines version 5, march.

Information and documentation records management published by the. Introduction to records management in a sharepoint 20 site duration. Pdf an introduction to electronic records management. Integrated records management system according to millar and roper 1999, the records.

Electronic records management guidelines version 5, march 2012. To implement a costeffective departmentwide program that provides for adequate and proper documentation of department of energy activities, proper records disposition, and promotes economy and efficiency in the program. University archives collections university archives. Records management is an important function of an organization. General editor michael roper has had a wide range of. Archives and records management is based upon the records series concept and two primary principles, the records life cycle and records appraisal. Retention and disposition vocabulary record series a group of related records disposition instructions for how long you must keep a records series and how to dispose of it record copy a record held by an office that is the official keeper of that record for the university. Electronic records and electronic records management systems 7. The activities in this management include the systematic and efficient control of the creation, maintenance, and destruction of the records along with the business transactions associated with them. Records defined documents regardless of form or medium created, received, maintained and used by an institution public or private or an individual in pursuance of legal obligations or in the transaction of business of which they themselves form a part or provide evidence iso 154891. Teaching electronic records management in the archival curriculum. The development of records retention schedules the management of filing and information retrieval systems. Types of records wisconline oer this website uses cookies to ensure you get the best experience on our website.

Introduction to records management shropshire community health nhs trust record management introduction scht v2. An introduction to records management presentation for the department of human services august 2004. Electronic records management guidelines introduction minnesota state archives, minnesota historical society march 2012, version 5 page 4 introduction summary you routinely create, use, and manage information electronically in your daily work as you use computers to send email, create spreadsheets, publish web pages, manage databases, and create. Records and information management powerpoint presentation. Records management an introduction to filing rules and. Basics of records management the application of management techniques to the creation, use, maintenance, retention, preservation, and destruction of state records for the purpose of improving the efficiency of. Annual west texas county judges and commissioners association conference. Recordkeeping process and records management tools 60 mins. Introduction to the access database keeping student records. The specific elements of a formal records management plan are likely to be unique to individual organizations or businesses. This guide provides an introduction to the subject, explaining the term records and why it is important to manage records effectively. Introduction to records management authorstream presentation. In this interactive object, learners read an overview of records management and then classify records as introduction to records management. University archives collections university archives guidelines.

Records management system rms is the management of records for an organization throughout the records life cycle. Records management introduction shropshire community health. As well as developing policies, including retention schedules, we offer a range of training and advice. Introduction these business process design checklists were developed to help federal it staff, records managers, and program managers identify records management and recordkeeping requirements as they plan and develop new information systems. Pdf an introduction to digital records management haris. In this free online course learn with alison about using the popular web application platform microsoft sharepoint 2010 for collaborating on the cloud. The term describes the documents and records generated. Teaching electronic records management in the archival.