Apologies for cross-posting. This virtual workshop (below) may be of
interest to some list members.
best
Rachel
Rachel E. Beattie (she/her)
President, 2022-2023 | Archives Association of Ontario
e: [log in to unmask]
[image: cid:image002.png@01D1A6F0.336390A0]
Follow the AAO!
Twitter <https://twitter.com/AAO_tweet>
Facebook <https://www.facebook.com/ArchivesAssociationOfOntario>
Flickr <https://www.flickr.com/photos/126488879@N08/>
[ <goog_1298338623>
https://aaoo.wildapricot.org/resources/Pictures/AAO%20Logo%20Transparent.png
]
The AAO’s Professional Development Committee presents
Electronic Recordkeeping: Building a Modern Software-Ready Retention
Schedule Suitable for Electronic Recordkeeping
This one-day workshop provides an overview of modern electronic
recordkeeping concepts and techniques, and a high-level introduction to
EDRMS (Electronic Records/Document Management Systems). You’ll learn new
recordkeeping terminology and concepts, and you’ll “unlearn” many sacred
traditional records management notions. With this course you’ll learn the
new language of electronic records, understand the 7 core concepts, the
critical difference between case and administrative records, how to
automate recordkeeping processes to eliminate the need for end user
participation, and how your retention schedule will need to change.
To fully and properly deploy a successful EDRMS, you’ll need to make your
retention schedule “Software-Ready”. A software-ready retention schedule is
structured to take full advantage of the recordkeeping automation you’ll
need to deploy for a successful EDRMS. It is vastly different from a
traditional schedule. Case record categories and event data must be
carefully configured, and you’ll need to define and enable multiple
retention rules for certain categories. And you’ll need to define specific
strategic metadata in support of the retention rules. In this course you’ll
learn how to adapt your retention schedule for a fully automated successful
EDRMS deployment.
Participants will learn:
* The 7 core electronic recordkeeping concepts
* The retention schedule requirements of modern recordkeeping software
* How to modify a retention schedule to make it EDRMS-Ready
* How a retention schedule impacts EDRMS architecture
* How to define and measure Key Performance Indicators
* How to apply appropriate retention behaviors to case vs
administrative records
* How to assess changes in the retention schedule necessary to support
electronic recordkeeping
* How to understand how to use rules-based recordkeeping to eliminate
end user participation
* How to manage email differently from all other forms of records
When: September 15, 2022, 9:00 am to 4:00 pm EST.
Where: Online. Instructions will be sent upon registration.
Cost: $150 (AAO members); $100 (AAO student members); $240 (non-members)
To Register: https://aao-archivists.ca/event-4910138
About the instructor:
Bruce Miller, MBA, IGP is President of RIMtech, a vendor-neutral records
technology consulting firm, and a world-leading expert on electronic
recordkeeping. He founded Tarian Software in 1999, where he developed the
world’s first e-Records software engine for business software. That year he
received ARMA Canada’s National Capital Region’s Ted Ferrier Award of
Excellence for his contribution to the field of records management. Mr.
Miller is the recipient of the prestigious 2003 Emmett Leahy Award,
considered the highest international recognition given to professionals in
the field of information and records management. Bruce’s book “Managing
Records in Microsoft SharePoint” is an authoritative treatment of
recordkeeping for SharePoint. He is working on his latest book,
“Implementing Electronic Recordkeeping Software – a Methodology for
Success”. Bruce holds a Diploma in Electronics Engineering Technology, and
a Masters in Business Administration from Queen’s University. He is a
certified Information Governance Professional (IGP), and holds a
certificate in Prince 2 Project Management.
Format: Lecture and Q&A
Recording: This workshop will NOT be recorded.
Registration: A minimum of 10 participants and a maximum of 45 participants
may register for this event. Institutional members can register three
participants at the members rate. If you require additional time to prepare
payment, please contact [log in to unmask]<mailto:[log in to unmask]>
to set up an invoice.
Please note that this workshop requires a minimum of 10 participants to
have registered by September 5, 2022 at 11:59 EST. In case of cancellation,
please consult the AAO’s cancellation policy .
https://aaoo.wildapricot.org/resources/Documents/Workshop%20Cancellation%20Policy.pdf
Please be advised that this event is governed by the AAO’s Code of Conduct<
https://aaoo.wildapricot.org/Code-of-Conduct> and is subject to the AAO’s
Cancellation Policy<
https://aaoo.wildapricot.org/resources/Documents/Workshop%20Cancellation%20Policy.pdf>.
Questions about the workshop can be directed to the PDC co-chairs at
[log in to unmask]<
mailto:[log in to unmask]
<[log in to unmask]>>.
[https://aao-archivists.ca/resources/Pictures/facebook.png]<
https://www.facebook.com/ArchivesAssociationOfOntario> [
https://aao-archivists.ca/resources/Pictures/twitter.png] <
https://twitter.com/aao_tweet> [
https://aao-archivists.ca/resources/Pictures/instagram.png] <
https://www.instagram.com/archives.assoc.ontario>
__________________________________________________
====================================
|
