Questions and Answers
What is the first step in developing a records management training program?
Which of the following is NOT a recommended basic records management training topic?
In which step should the method of delivery for training be determined?
What are employees encouraged to do to ensure they utilize their training effectively?
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Which group of individuals is primarily responsible for managing records as per a retention schedule?
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Which method is NOT listed as a way to conduct training?
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What role does motivation play in a records management training program?
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What should be included in a records management training program regarding privacy and security?
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Which of the following accurately describes the purpose of having a records management training program?
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What is an essential feature of a records management training program regarding review mechanisms?
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What is an essential topic to include in records management training programs?
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Which organization awarded the 2023 Program Excellence Award?
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What is the primary purpose of a records management policy and procedures manual?
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How should employees acknowledge their understanding of the records management policy?
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In what setting are most policies and procedures manuals commonly found today?
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What aspect of records management is emphasized for new employee orientation?
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What recognition did the University of Virginia Records and Information Management Office receive?
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What should current employees receive periodically regarding records management?
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What is a primary responsibility of human resources or training managers regarding employee training?
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Why is a modular approach to training recommended for records management staff?
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What type of skills are essential for effective leaders and managers according to the content?
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Which organization is mentioned as providing a modular approach to records management training?
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What should organizations do as new technologies and practices emerge in training?
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What service does NARA provide to support records management training?
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Which skills are less relevant for first-line managers compared to technical skills?
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In addition to formal education, what other means can employees use for skill enhancement?
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What aspect of training does the content emphasize for the records management function?
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What custom credential is mentioned as being required for Agency Records Officers?
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Study Notes
Records Management Training Programs Overview
- Records professionals may design training programs for peers and employees involved in records management.
- Recognition for effective Records Information Management (RIM) and Information Governance (IG) programs can enhance professional reputation.
Recognition of Excellence
- University of Virginia's Records and Information Management Office received the 2023 Program Excellence Award from NAGARA.
- Award highlights their educational initiatives and innovative use of technology for compliance with the Virginia Public Records Act.
Foundations of Training Programs
- Training should introduce the records lifecycle, retention schedules, information access, and search methods.
- Orientation to records management policies is crucial; manuals should be accessible digitally, often through platforms like SharePoint or public websites.
- Employees must acknowledge they have read and understood the policies.
Developing a Training Program
- Organizations prefer online self-paced training, enhancing flexibility and accessibility.
- Essential steps for training program development include:
- Define the purpose, goals, and learning objectives tailored to staff roles.
- Select appropriate training methods: classroom, distance learning, or on-the-job training.
- Determine delivery: who conducts the training, location, and duration.
- Motivate employees through incentives and recognition for applying skills on the job.
- Implement review mechanisms to evaluate training effectiveness and ensure compliance.
Basic Records Management Training Topics
- Importance of records management in organizational context.
- Key terminology: records lifecycle, temporary vs. permanent records, non-records, personal files.
- Available tools: records management policy, inventory, schedule, file plan.
- Privacy, security risks, and methods to mitigate them.
- Overview of records management laws, data privacy, and responsibilities throughout the records lifecycle.
- Emphasize ethics and behavioral norms in records management.
Automating Training Programs
- Use of Learning Management Systems (LMS) for training and tracking.
- Look for solutions that capture e-signatures, notify of recertification, and assign training tasks.
- New technologies should prompt updates to training topics.
- Leverage vendor resources for technology-specific training, e.g., Microsoft products.
Specialized Training for Records Management Staff
- Modular training is recommended based on individual involvement in records management.
- NARA provides a comprehensive online training model, including:
- Training materials catalog.
- Online lessons and recorded content for records managers.
- Instructional support for agencies developing their training.
- Agency Records Officer Credential (AROC) requirement for records officers.
Importance of Management Skills
- Management skills are vital for records and information governance professionals and can be learned.
- A combination of conceptual, human, and technical skills is necessary, with the required mix varying by management level.
- Continuous education through formal programs, professional development, and certifications enhances skills for dynamic work environments.
- Experience, while valuable, should be supplemented with broader educational opportunities for overall competency.
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Description
This quiz explores the design and implementation of records management training programs. It highlights best practices and recognizes excellence in records and information management through awards like the NAGARA Program Excellence Award. Enhance your understanding of training program requirements and recognition in the field.
