Hi All
TFPL have spaces available on our Building Fileplans course on the 21st July.
For more details please click on the link here: https://www.tfpl.com/events/building-fileplans-and-retention-schedules-for-records-systems-sharepoint-ecm-edrm-2/
This one-day workshop is designed for records professionals facing the challenge of deploying formal classification structure to their records management and building a retention schedule for their organisation. It will lay out the principles that support the formation of good classification structures in the form of a fileplan and retention schedule; will describe how the fileplan and retention schedule tools are interlinked; and will survey available source materials for retention periods.
Key learning objectives include:
• Key components of the fileplan: classification headings and record folders
• Critical success factors for a fileplan
• Building a fileplan exercise
• Critiquing other people’s fileplans
• Processes and methodologies for building fileplans
• What is a retention schedule?
• Process for building a retention schedule
• Considerations in setting retention rules
• Critique of different retention schedules
• Implementing fileplans and retention schedules in different system environments
o EDRM
o SharePoint
o Shared drives
• Project planning for building fileplans and retention schedules
If you have any questions or queries please contact me on 02073785468 or [log in to unmask]
Best wishes
Maria
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