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How to Develop a Functional Based File Classification or Taxonomy & Physical Records Under Control
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ARMA Winnipeg presents 2 topics in one afternoon! How to Develop a Functional Based File Classification or Taxonomy & Physical Records Under Control at Last. On ​Thursday, January 17, from 12- 4 pm. Lunch is included!

When: Thursday, January 17, 2019
Where: Norwood Hotel
112 Marion Street
Winnipeg, Manitoba 
Contact: Peggy Syljuberget

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ARMA Winnipeg presents 2 topics in one afternoon! How to Develop a Functional Based File Classification or Taxonomy & Physical Records Under Control at Last.

Thursday, January 17, 12- 4 pm Lunch is included!

How to Develop a Functional Based File Classification or Taxonomy
Finding your information or records in a timely manner is one of the major pillars of a sound Information Management Program. Come out and learn the secrets to success.

Having a problem finding information in your shared drives, personal drives, e-mails or your existing paper-based filing scheme? File Classification Design & Development – RIM Consulting Group will walk the participants through the various steps required for a functional based design. Please take a moment to review the outline of unique topics being covered in this exciting event.

Seminar Outline 1.Functional and/or activities Design – Methodology on how to develop same 2.. How will it work – RIM will walk the Participants through the various steps 3. So let’s build it – Participants will have the opportunity to participate or observe in the development of the ARMA Winnipeg chapter file classification. 4. Access rights and how to determine same 5. Retention – oh yes we now need to know how long to keep our information/records for? 6. Hey this will really work – We will show some finished File Classification/Taxonomies used in different types of Companies/Corporations 7. Some exceptions to the rule – Yes but what about these?


Ron Steinke -President of RIM Consulting Group Inc. Ron has over 20 years’ experience in Records and Information Management, specializing in developing records management programs. He has been engaged as a Records Management Consultant in many facets for the development of a Records and Information Management Program and has worked with a wide range of clients in both the public and private sector. He has excelled in the area of records management through hands-on work experience in the City of Winnipeg (1973 -2005) and as the Records Manager for the Public Works Department (2001-2005). This consisted of working with 9 Divisions, over 2,000 employees and over 400 PC work stations, handling the development of retention schedules, vital records program, file classification/taxonomy development, Freedom of Information & Protection of Privacy Coordinator and the development of records management training courses for City Employees.

Jack Stafford -Information Technology Consultant. Jack has provided analytical, taxonomy design and Records and Information Systems evaluation services to various Public Sector organizations. City of Winnipeg designate to the Health Information Systems Secretariat of the Province of Manitoba; a tri-level government initiative to create common data and records management standards amongst health agencies across Canada.Project Manager for a multi departmental records management Request for Proposal Physical Records Under Control at Last Like most companies today, producing and saving documents, files, information as electronic information has become normal. Even with an implemented software solution for electronic/digital records, many organizations are still struggling with managing their physical records. Most not only have issues locating the paper but have no idea what actually lives in all the boxes. There are loads of companies with no solution or that have multiple spreadsheets of data that were created or home grown databases and not maintained. Locating records, inability to effectively manage costly storage space or execute any disposition is commonplace. Major software vendors have focused on digital records and left physical records alone. At WesternIM we heard this story so many times, that over the past summer we set out to provide a simple passive management tool to help records professionals manage and resolve these issues. The solution was a quick, simple, and inexpensive tool for compiling an inventory of physical records, enabling fast search, classification management and disposition identification, specifically designed for records professionals and using the latest technology on laptops and smart phones. We call it WISPIR (WesternIM Information System for Physical Inventory Records).

Brian Heinz, I.S.P., ITCP General Manager, WesternIM Information Governance Consultant Project Management Office (PMO). Brian has a diverse background in information management spanning over forty years, including experience in planning, design, system development, programming, analysis, solution implementation, geographic information systems, drafting, educator, health services, mining, banking, strategic planning and audit. Brian has worked for a diverse group including both private and public industry: • Canadian Association of Pharmacy in Oncology, Standards of Practice project team • Capilano Community College, North Vancouver BC, instructor • City of Saskatoon, manager IT financial systems, internal auditor, GIS coordinator • District of Coquitlam, IT analyst and developer, IT operations • Kanotech Information Systems, Edmonton, GIS consultant • Health Sciences Centre, Winnipeg, IT Programmer Analyst • Laurentide Financial /National Bank, analyst • Philips Data Division, Winnipeg/Vancouver, developer • Teranet International Corporation, GIS consultant Brian maintains his Information Systems Professional of Canada (I.S.P.) and internationally recognized Information Technology Certified Professional (ITCP) designations. He is a Canadian Information Processing Society (CIPS), Board Member and a Saskatchewan Advanced Technology Association, founding member

Date: Thursday, January 17, 2018 Registration: 11:30 p.m. to 12:00 p.m. Lunch: 12:00 p.m to 1:00 p.m Presentation: 1:00 p.m to 4:00 p.m Where: Norwood Hotel, 112 Marion Street, Winnipeg MB Price: $85.00 for ARMA members/$125 for ARMA non-members ARMA Winnipeg Chapter P.O Box 1908 STN Main Winnipeg, MB R3C 3R2.

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