Record Keeping

This course covers topics critical for persons involved with maintaining an accurate and functional record-keeping system in a public sector organization. The course is based on unit standard (242866) – Identify, operate and maintain the records management system in a Public Sector organization. It is a NQF level 3 course and carries 6 credits.

Duration: 2 Days
Course Methodology: Classroom facilitation linked with practical exercises during which delegates will discuss case studies relevant to recordkeeping.

Outcomes

The qualifying learner will be capable of:

  • Identifying legislative and policy and procedure requirements that determine records management in a public sector organisation.
  • 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.
Course Content
  1.  Legislative and policy and procedure requirements
    • Legislation that covers the record keeping in the department
    • Organisational policies and procedures that cover the record keeping in the department
    • Different types of documents and their retention requirements
    • The rationale for record management
    • The consequences of poor records management
  2. Purpose of a records management system in the Public Sector
    • Objectives of a records management programme
    • The purpose of managing records effectively
    • The purpose of various retention periods
    • The constitutional issues relating to document management
  3. Operating a records storage and retrieval system in a Public Sector organisation
    • Records storage and retrieval
    • Operation of records systems
    • Technology used in records management
    • Sources of hel
  4. Maintaining a records storage and retrieval system in a public sector organisation
    • The maintenance functions of records management systems
    • Records management security policies
    • The objectives and purpose of records management security policies
    • The importance of data integrity within a record management maintenance process