Delivery Option: Online & In-Person
 

All employees have a duty to manage and maintain organization documents and records in a manner that is accurate, complete, honest and timely.  Employers must educate employees on how to retain or destroy documents according to organization policy.

Why Train on Records Management?
Records are important because they reflect the daily activities of an organization.  Whether they are payroll forms, expense reports, confidential strategy documents, research reports, or marketing and sales materials, records are assets that hold value for the organization.  They enable the organization to perform daily tasks, meet goals and objectives, comply with regulatory mandates and meet legal challenges.  As such, all employees should understand the necessity for treating records according to policy so that members of the organization who need to locate records can do so – efficiently and expeditiously.

What Does this Course Cover?
All employees are responsible for properly managing materials and information.  In this course, employees will learn how to identify organization records, treat them according to organization policy, retain them, and ultimately destroy them lawfully and appropriately.  In particular, the course teaches employees to:

• Recognize when record management and retention is important.
• Understand that the organization will have obligations to maintain records for a variety of reasons, including organization needs, regulatory requirements, and pending or ongoing litigation.   
• Follow organization directives regarding document retention, storage, labeling and recordkeeping.
• Understand that organization records include not only paper documents but also other documentation such as email and other computer files, videotapes and tape recordings.  
• Report to designated officials when there are questions regarding storage or destruction of documents. 
• Know when to retain draft documents.
• Follow proper procedures for destruction of documents.

How is the Course Information Delivered?
Through a series of scenarios and interactive exercises, employees learn how to recognize organization records and handle them according to organization policy.  Employees are asked to answer multiple choice questions where they consider the possible outcomes and implications of hypothetical situations. They are also required to correctly answer three questions in a ‘Quiz Show’ exercise in order to complete the course. The course concludes with customized information about how to get assistance and report concerns within your organization.