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Records Retention and Disposition

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Price: $274.00
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Description

Now viewable on mobile devices!

The true value of records retention is twofold: 1) it treats your business information as the strategic asset that it is, helping you run your business more effectively and plan more efficiently; and 2) it helps in managing risks associated with litigation. Thus, the failure to have a defined, systematic approach to document retention can have dire consequences.

In this course, you'll learn the vital role organized document retention and destruction play in protecting your organization.

This online course provides a well-rounded introduction to the value and theory of records management and the basic skills of records inventory, retention scheduling, disposition processes, and more.

Whether you are just getting into the field and have no prior knowledge or are currently a records management practitioner without formal training who wishes to strengthen your knowledge and understanding, this course provides the basics for anyone working with records.

This course also includes the book How to Develop a Retention Schedule at a reduced cost as part of your purchase.

Each section of this online course contains learning objectives, audio, and review questions, as well as printable course contents for easy offline reading and review. 

You have 12 months from the date of registration to complete the course.

Estimated time of completion: 1.5 hour

ICRM Maintenance Credits: 1.5
 
Domain:  RIM Practices      Level: 2
 
Learning Objectives
Upon completion of this course, you will be able to:
  1. Summarize the process for creating a records inventory
  2. List the four steps that ARMA International recommends for conducting a records inventory
  3. Identify the three main components of a records retention schedule
  4. List and describe the four primary criteria for determining a retention period
  5. List the minimal components of an overarching RIM policy
  6. Describe the primary goal of a disposition policy
  7. Explain why a legal hold trumps the disposition process legally defensible legal holds in your organization
Section 1:  Create a Records Inventory
Upon completion of this section, you will be able to:
  1. Summarize the process for creating a records inventory
  2. Define a records inventory, program unit, and records series
  3. List the four steps that ARMA International recommends for conducting a records inventory
  4. Describe two common types of survey instruments
  5. Describe the challenges of conducting an e-records inventory 
Section 2: Develop a Records Retention Schedule
Upon completion of this section, you will be able to: 
  1. Define a records retention schedule and a functional records retention schedule
  2. Identify the three main components of a records retention schedule
  3. List and describe the four primary criteria for determining a retention period
  4. Cite three examples of a trigger event for retention or disposition
Section 3: Establish Overarching RIM Policies and Procedures
Upon completion of this section, you will be able to:
  1. List the minimal components of an overarching RIM policy
  2. Define the terms policy and procedures
Section 4:  Implement the Program
Upon completion of this section, you will be able to:
  1. Describe the primary goal of a disposition policy
  2. Explain why a legal hold trumps the disposition process
  3. Define spoliation