NARA Great Lakes Region is offering records management training for the
second quarter of FY 2010. See below for all the courses that are
coming up over the next few months in Chicago, IL. and Dayton, OH.
ERM - Electronic Records Management - Chicago, IL 1/27-28/2010
The course is designed to provide the skills and knowledge needed to
manage electronic records throughout the records lifecycle, and to take
steps required to transition from a paper to an electronic records
environment.
Outcomes
On completion of the Electronic Records Management course, participants
will be able to:Define key terms related to electronic records
management Describe the advantages and limitation of electronic records
Identify laws, regulations and legal policies and practices that impact
electronic recordkeeping requirements in the Federal agency Recognize
the necessity of involving Information Technology (IT) professionals in
records management Identify recordkeeping requirements for electronic
records Describe the characteristics of electronic records to consider
when determining scheduling and disposition instructions Develop
policies and procedures for managing e-records Build recordkeeping
functionality into electronic systems
Who Should Attend?
The course is designed for anyone who has basic records management
experience, but is less familiar with electronic recordkeeping; and is
responsible for developing or updating agency records schedules, or
whose work involves developing records retention requirements for
electronic records and information systems. It is not intended to be a
general introduction to Records Management.
Length: 2 days Cost: $300
***************************************************************************************************
*************Knowledge Area Courses (Certification
Track)********************
KA2 Creating and Maintaining Agency Business Information - Chicago, IL
3/1-2, 2010
What are Federal records management requirements, why are they
important, and how are they applied to agency records? This course
focuses on the development and implementation of polices and procedures
for adequate and proper documentation of agency business. It
demonstrates how record- keeping requirements for creating and
maintaining records can improve the economy and efficiency of agency
operations.
Outcomes
By the end of the course, participants will be able to:Identify Federal
records and how they are used to document and sup- port the business
process; Determine the recordkeeping requirements-for paper and
electronic records-that ensure adequate and proper documentation of
agency business operations; Gather information about records as a basis
for efficient filing and storage solutions; Maintain the records
specific to your agency's program including those created by e-mail,
word processing, and imaging systems; and Identify the strategies and
challenges for satisfying recordkeeping requirements in electronic
records management systems.
Who should attend?
Anyone involved with the development or implementation of a records
system, whether using traditional paper filing methods or electronic
document/records management applications. The course is recommended as a
prerequisite for KA 3 and KA 4.
Length - 2 days Cost: $300
This course is required for obtaining NARA's Certification of Federal
Records Management Training
KA3 Records Scheduling - Chicago, IL 2/23-24/2010
What do you do with information and records that you no longer need for
business purposes? How you schedule your records determines the basis
for meeting your agency's operating, fiscal, and legal needs. This
course includes the legal requirements and practical advantages in
scheduling records as well as the disposition practices necessary to
meet an agency's business needs and NARA's recordkeeping requirements.
Outcomes
By the end of the course, participants will be able to:Perform a
business and records analysis to determine information needs and
identify risks associated with records disposition; Gather information
about records as a basis for preparing a records schedule; Apply the
General Records Schedule to appropriate administrative records; Develop
disposition instructions for records, in all media, based on agency
business needs, accountability, legal issues and archival value; and
Know the steps in obtaining internal and external approvals of the
Standard Form 115 (SF 115), which is used to schedule records.
Who should attend?
Anyone responsible for developing or updating agency records schedules
or whose work is associated with developing records retention
requirements for records and information systems. KA 2 is a recommended
prerequisite.
Length - 2 days Cost: $300
This course is required for obtaining NARA's Certification of Federal
Records Management Training.
KA4 Records Schedule Implementation - Chicago, IL 2/25-26/2010
How do you ensure the proper disposition of your agency's records? This
course provides an overview of how to apply the General Records
Schedules and other NARA-approved records schedules to Federal records.
It covers the key elements of a records disposition program, including
the destruction of temporary records, the transfer of records to
off-site storage, and the transfer of permanent records to the National
Archives.
Outcomes:
By the end of the course, participants will be able to:Interpret
disposition instructions from many types of records schedules; Determine
when and how to transfer records to off-site storage; Maintain
intellectual control over records stored off-site; Ensure the proper
disposal of temporary records; and Transfer permanent records to the
National Archives.
Who should attend?
Anyone responsible for creation, maintenance and use, and disposition
of agency business records, particularly staff who transfer records to
records centers or the National Archives.
Length - 2 days Cost: $300
This course is required for obtaining NARA's Certification of Federal
Records Management Training.
KA5 Asset and Risk Management - Chicago, IL 3/3-4/2010
Are records valuable assets to your agency business process? Of course!
How you manage your assets by applying appropriate records management
procedures is a critical task in any organization. This course covers
the fundamentals of risk management and cost benefit analysis and how
they relate to maintaining a viable records management program. The
course raises awareness of risk situations and provides managers with
the decision-making tools they need to address current and future
program needs.
Outcomes:
By the end of the course, participants will be able to:Understand the
key concepts of analyzing and managing the risk to agency assets
(records); Identify and assess records management risks within your
agency's programs; Prioritize risks and develop mitigation strategies;
and Identify resources, including the use of NARA services, to develop a
risk management program.
Who should attend?
Anyone responsible for managing, operating, or evaluating agency
programs, particularly agency records management programs, and staff
responsible for developing policies that involve these programs.
Length - 2 days Cost: $300
This course is required for obtaining NARA's Certification of Federal
Records Management Training.
KA6 Records Management Program Development - Chicago, IL 3/5/2010
How effective is your agency's Records Management Program? This course
covers the concepts and practices involved in developing a successful
records management program and subsequent evaluations. You will learn
how to market and promote your program, including the development of a
training program for all levels of agency staff.
Outcomes:
By the end of the course, participants will be able to:Evaluate current
recordkeeping practices within your Federal agency; Analyze need for
using external resources to assist with your agency; Market and promote
an agency's records management program; Establish an effective training
program for all levels of personnel; and Protect records from
unauthorized destruction and alienation.
Who should attend?
Anyone responsible for managing, operating, or evaluating records
management programs and those involved in the development of records
management training for agency staff.
Length - 1 day Cost: $150
This course is required for obtaining NARA's Certification of Federal
Records Management Training.
*****************************************************************************************************************
BRO Basic Records Operations - Dayton, OH 2/10/2010
This course describes what to file, how to file it, and how to remove
files no longer needed for current business. It covers the variety of
activities involved in the maintenance and use, as well as the
disposition, of Federal records. It presents practical how-to's in
handling records of various types.
Outcomes:
By the end of the course, participants will be able toDefine Federal
records and distinguish them from nonrecord materials and personal
papers; Reduce unnecessary filing; Know basic files management
principles to administer office records; Inventory records; Apply
records disposition schedules; your agency's and the General Records
Schedules; and Transfer non-current records to records centers
Who should attend?
The target audience for this course is records liaisons, secretaries,
files custodians, and others who maintain records as part of their jobs.
It could be an introduction to records handling or a refresher course.
The course is designed for those needing the task-oriented records
management basics, but who are not planning to complete the Certificate
courses of study or manage a records program.
Length - One day Cost: $150
Contact Information:
For Chicago Courses - Joseph Suster 773-948-9040 or
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For Dayton Courses - Marybelle Yeazel 937-425-0624 or
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Visit http://nara.learn.com/recordsmanagement-training for more
information on NARA training and to sign up for the Great Lakes courses
offered above.
Marybelle Yeazel
Archives Specialist
Records Management (RM) Team
National Archives & Records Administration
Great Lakes Region-Dayton
3150 Springboro Rd.
Dayton, OH 45439
937-425-0624
FAX-937-425-0646
RM RULES!
"Your life is an occasion, rise to it!"
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