Courses

 

OBTAIN A NATIONAL ACCREDITED CERTIFICATE IN “ARCHIVES AND RECORDS MANAGEMENT” for electronic and paper-based records

Our trainers are subject highly qualified in Records Management and are accredited by Services and ETDP Seta as Facilitators, Assessors and Moderators.

Delegates will be required to submit a Portfolio of Evidence and a nationally recognised certificate of competency will be issued upon successful completion.


MODULIZED PROGRAMMES – Fully Accredited

Module 1 – DESIGN FILING SYSTEMS

19 Credits.   Duration 5 days

Design and Interpret classification systems. Interpret classification systems in order to organize, retrieve and dispose of records.

Describe the various classification systems, and to evaluate them;
(Classification systems include geographical, numerical, alphabetical, subject, functional subject, chronological, categories and alpha-numerical.)
Make recommendations to streamline the classification system;
Identify Gaps in the classification system;
Use an organisational policy for the transfer, archive, retention and disposal of records;
Implement a filing and retrieval system.

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Module 2 – INFORMATION AUDIT

14 Credits.  Duration 5 days

Conduct an Information Audit and Present a Report

Demonstrating an understanding of an information/records audit.
Outlining the organisational structure and service.
Determining information/records management systems within an organisation.
Analysing records in the organisation.
Compiling an audit report to meet organisational requirements for paper and electronic records.

and

Generate information and reports for internal and external use

Ascertain what information is required by internal and external clients/staff
Process and distribute information to meet management requirements
Communicate with individual employees and managers
Provide information to authorised agencies
Facilitate the transfer of funds to/from external bodies.
Compiling reports related to a selected business function. i.e. information audit

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Module 3 – RECORDS MANAGEMENT and THE LAW

24 Credits.  Duration 5 days

Demonstrate understanding of statutory and legislative requirements which impact on records management and archives.

The legal prescripts that influence records and archives management activities.
The impact of statutory requirements on records and archives management.
The purpose and application of statutory requirementsIncludes- PAIA, POPI etc.

and

Customer care

Explain the principles of impressive customer service in the context of a specific industry and organisation.
Applying knowledge of personality styles to respond appropriate to a customer.
Analysing information in order to provide customer service.
Suggesting innovative solutions to respond to queries and improve customer service.

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Module 4 – MANAGING THE LIFE CYCLE OF RECORDS & PRINCIPLES OF ARCHIVING RECORDS

20 Credits. Duration 5 days

Store, preserve, and conserve records throughout their lifecycle. 

Explaining factors that impact on the storage, preservation and conservation of records.
Implementing preservation and conservation measures
Storing records to enhance accessibility, preservation and conservation
Applying specialised techniques to minimise or eliminate damage or losses.
 

Arrange, describe and compile lists of records to make them accessible to users 

Explaining and interpreting finding aids for records
Preparing for the arrangement and listing of records
Arranging records and compiling a list as a finding aid
Using list to retrieve and store records.

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STAND-ALONE PROGRAMMES – Fully Accredited

ETHICS IN THE WORKPLACE

1 Day Programme

Demonstrate knowledge of concepts, terminology and ethics applicable to archives and records management 

Demonstrating an understanding of the code of ethics for archives and records management.
Explaining and defining the concepts of records management.
Explaining and defining the key concepts of archival management.

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TIME MANAGEMENT

1 Day Programme

Priorities time and work for self and team 

Creating, implementing and maintaining a personal and team task list
Using and maintaining a diary
Prioritising personal and team tasks
Implementing and maintaining a task list.

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CORE & SUPPORT FUNCTIONS

2 day Programme

Identify and explain the core and support functions of an organization

Explaining the various core functions of an organisation.
Explaining the support functions of an organisation.
Explaining the role of a selected work unit in an organisation, in relation to the core business.
Investigating and explaining the difference between line and support functions in an organisation.

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RECORDS MANAGEMENT IN A PUBLIC SECTOR

2 day Programme

Identify, operate and maintain the records management system in a Public Sector organisation.

Identifying legislative and policy and procedure requirements that determine records management in a public sector
Explaining the purpose of a records management system in the context of a public sector organisation.
Operating a records storage and retrieval system in a public sector organisation.
Maintaining a records storage and retrieval system in a public sector organisation.

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ADMINISTRATIVE PRINCIPLES IN A PUBLIC SECTOR

2 Day Programme

Utilising administrative systems within a public sector to support service delivery.

Demonstrating an understanding of the procedures relating to compliance with public sector requirements.
Recording and maintaining administrative information.
Demonstrating the ability to maintain information at the required level of confidentiality.
Processing filing and indexing of important documentation.

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MANAGE ADMINISTRATIVE RECORDS

1 Day Programme

Controlling and dealing with confidential information and documents
Controlling and evaluating ordering and distribution of office stationery
Implementing control measures with individuals.

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Who should attend:  Administrators; Filing Clerks; Documentation Officials: Records Managers; IT Officials; Librarians; Archive clerks; Document Controllers; Secretaries; Office Managers: anyone who manages documents and records.