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RECORDS MANAGEMENT
OBJECTIVES • To develop an in-depth understanding of the importance of effective and efficient records management;
• To understand the Records Life Cycle
• To be familiarized the Records
Management Practices and concept Why we create records? • As evidence • Basis for decision-making • Transparency and accountability • Management of data and information Records Management • The application of systematic and scientific control to recorded information which is required in the agency’s operation; • It involves creation, storage, use, retrieval, transmission, protection, retention, preservation, maintenance and disposition of records. Records 1. refer to information, whether in its original form or otherwise, including documents, signatures, seals, texts, images, sounds, speeches, or data compiled, recorded, or stored, as the case may be:
a) In written form on any material; or on film, negative,
tape, or other medium so as to be capable of being reproduced; by means of any recording device or process; by computer, or other electronic device or process. 2. information created, received and maintained as evidence, and information by an organization or person, in pursuance of legal obligations or in the transaction of business. Records Life Cycle Active or Current Phase • Records are created and are frequently accessed in connection with current activities and are maintained in their office of origin
Inactive or Non-current Phase
• Temporary records are infrequently required in connection with current activities and are maintained in a Records Center • Permanent records are transferred to the Archives Records Disposition PURPOSES: To identify: • valueless records for disposal
• temporary records to be retained for
specific period of time
• permanent or archival records to be
transferred to Archives
• vital records to be protected
Archiving & Retention Over time, the document may become less relevant for active use: Archiving: The document is stored in a designated location for future reference. •Disposal: Eventually, the document might be deleted or destroyed if it is no longer needed. Practices and Concepts Here's a breakdown of key practices and concepts:
1. Records Management Principles:
Integrity: Records must be authentic, accurate, and reliable. •Accessibility: Records should be easily accessible to authorized individuals when needed. •Security: Records must be protected from unauthorized access, alteration, or destruction. •Retention: Organizations must retain records for legally required periods or as dictated by their own policies. •Disposition: Once retention periods expire, records must be disposed of securely and in accordance with regulations. 2. Key Practices: • Record Identification: Clearly define what constitutes a record within your organization. •Record Creation: Establish procedures for creating and capturing records in a consistent, organized manner. •Record Classification: Develop a system to categorize and organize records based on their content, format, and purpose. •Record Storage: Choose appropriate storage methods, whether physical or electronic, to ensure security and accessibility. •Record Retrieval: Implement efficient systems for locating and retrieving records quickly. •Record Disposition: Establish clear guidelines for the destruction or archiving of records when they are no longer needed. THANK YOU!