Designing Records Classification Systems

This two-day course provides a practical approach to designing and setting up a records classification system. This course builds on the records and information management concepts presented in RIM 101 (Introduction to Records and Information Management) and provides a step-by-step guide for designing records classification systems. It also includes a discussion about the standard types of taxonomies that can be used for designing classification structures and the merits and constraints of each type. Upon completion of this course, participants will understand how to design classification systems and be able to apply the design techniques to their organization’s records.

Note: Participants will be required to complete a “pre-work” assignment before attending this course. The pre-work will allow participants to start designing an operational records classification system for their organization.

Prerequisite: Understanding of the structure and how to use functional-subject based classification systems such as ARCS/ORCS, BASCS, or the LGMA Records Classification System. See RIM 103 Using ARCS and ORCS for more information.

What You’ll Learn:

  • Five general types of classification systems and how to determine which one is best for your organization’s records.
  • How to conduct a records inventory and the importance of inventories for records retention scheduling.
  • How to identify data sources for the design of your records classification system.
  • Analysis techniques for developing a records classification structure.
  • How to identify vital records and personal information banks.
  • How to prepare information systems overviews for databases that are unique to your organization.
  • The main steps for building a records classification system.
  • The importance of records management software for records classification systems.
  • The importance of policies and procedures for classification systems.

Who Will Benefit
This course is designed for all staff seeking to improve their current records management practices. In particular, it will be of interest to those who are responsible for their organization’s records management classification system. This course will also be of interest to management personnel who have contracted, or plan to contract, records management consultants and/or would like to learn how to assist the records management consultant during records projects.

Jobs Affected (Competencies Addressed)
All jobs that require the ability to design and/or manage records classification systems.

Instructional Approach
Lecture, discussion, case studies, group exercise(s).

Course Cost

Register for the Course
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