Records Rehab Rerun

A pre-recorded training series featuring Leslie Turner, CRM, CPRO, ERM^p, IG^p, with live-chat Q&A.

“There was so much great information in the presentation I wasn’t able to write it all down.”

– Donna Vitale Office Assistant II, Operations – Pierce County Emergency Management

“Leslie Turner’s trainings are always dynamic, relevant, reassuring . . . and entertaining! I always walk away from them feeling more confident and better equipped as a PRO.

– Harold McNeal Program Specialist, CPRO – Pierce County HR Administration

FreeDoc® is pleased to offer “Records Rehab – A Mini Series”.  This is a world-class training experience, presented in a pre-recorded format.  Originally broadcast in May and June 2020, the entire series is being released in webinar format.

We are going to provide attendees with Q&A throughout the viewing, using the chat feature.  Our team of consultants are going to provide answers to your questions.  Questions needing additional research can be responded to following each event.

Do you want or need 3 WAPRO credits? Sessions 1, 2, and 4 each have 1 Continuing Education Credit (CEC) in Category E assigned to them by WAPRO!!!

With any kind of disaster or event (and COVID-19 certainly qualified) there is opportunity for change, growth and rehabilitation.  While technology played an increased role to enable work during quarantine, it also created a set of challenges to manage a public record as the final outcome of a business process.

The focus of the educational mini-series is to manage a public record as a digital records.  Across four sessions, you are going to learn how to prepare, rehab, and look at what can be the “new normal” for records management as the world around you evolves and changes.

You can get ahead of the power curve.  You can get more done in less time. ^© 

These sessions will be held once weekly starting Thursday, October 15 at 11:00 AM.

Session 1 – ERM 1.0  What You Should Know (1 CEC Category E – WAPRO)

Thu, Oct 15, 2020 11:00 AM – 12:00 PM PDT

—  AND  —

Thu, Nov 12, 2020 11:00 AM – 12:00 PM PST

It’s a digital world.  When it comes electronic records there are many nuances to manage.  Whether you are a newcomer or a seasoned veteran, an Executive Director or Information Technology professional, this course can both refresh and promote the best practices to accomplish this within your agency.

This first session covers the legal requirements for electronic public records, plus common terminology and language when managing digital information

Topics include:

• A review of legal requirements for public records for electronic records.
• Common terms and definitions for electronic records.
• An overview of standards – the ISO 15489 and the DoD5015.2.  What are they?  What do they mean?  Why are they important?

Session 2 – Assessing the Situation (1 CEC Category E – WAPRO)

Thu, Oct 22, 2020 11:00 AM – 12:00 PM PDT

Were you and your colleagues prepared to work remotely when agencies closed due to COVID-19? Was there a plan in place to deal with having no access to records or scrambling to enlarge capability?

This session, loosely based on ISO 15490 and the principles of disaster planning and preparedness, covers the process to assess the situation and any “damages” from the quarantines.

Topics include:

• A breakdown of the steps to conduct the assessment.
• Results and outcomes of each stage.
• Planning for rehab & recovery.

Session 3 – The Right Stuff – Choosing the Right System

Thu, Oct 29, 2020 11:00 AM – 12:00 PM PDT

There are thousands of software applications out there, and new ones pop up all the time!

This session describes how to navigate through the process of sorting and making sense of the options. It’s a constantly evolving industry, and what’s trendy now might not actually WORK for what you really need. When it comes to public records, certain choices can have unintentional consequences and costs. How do you choose “the right stuff” for your organization?

Topics include:

• Talking to IT about records management.
• Criteria to use for writing an RFP.
• Standards to utilize when evaluating and choosing a system.

Session 4 – Cleansing the Soul – Cleaning Up and Preparing for an ECM (1 CEC Category E – WAPRO)

Thu, Nov 5, 2020 11:00 AM – 12:00 PM PDT

Many have taken the opportunity during quarantine to clean closets and drawers and apply fresh paint, so why not take the opportunity to do some electronic records cleaning up?

This session is how to do defensible disposition – legally and defensibly cleaning up electronic information in your shared drives and servers. You don’t want to just move the mess or simply do a “data dump”. Cleaning up is one of the projects you can start now in preparation for implementing Enterprise Content Management.

Topics include:

• “Got floppies?”.
• How to defensibly clean up emails.
• How to defensibly clean up drives/servers.
• “Scrubbing” data.