Data and Record Management

Course Objectives

• Record and data management systems and the related processes
• Overview of the guidelines that relate to record and data management
• Record and data management: data, storage and retrieval aspects
• Planning a storage and retrieval system
• Implementing and maintaining a filing system
• Guidelines for retention and disposal of records
• Archiving and disposal of records
• Practical tips and templates for use at work
• Practical application to own work environment and related types of data that are worked with
• Good administrative practices and processes
• Using technology effectively for data management
• Quality Management Systems

Target Audience

Any personnel that handles data and records

Methodology

This program will be conducted with interactive lectures, PowerPoint presentation, discussions and practical exercise.

Course Modules

Day 1:

• Setting up a Data Management System
• Evaluating your current data management system
• Data Classification and Referencing System
• How To Build A Referencing System:
• Data Management Assessment Process
• Controlling Access to Data and Ensuring Effective Security

Day 2:

• Data Retention and Disposal
• Filing Systems
• Information Systems – Using Microsoft outlook to its maximum
• Being Organised
• Stationary management systems
• Confidentiality of information