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Online Private Course

How to Build a Modern Software-Ready Retention Schedule - Comprehensive


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To fully and properly deploy a successful EDRMS (Electronic Document/Records Management System), 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 comprehensive 2-day “how-to” workshop you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint”. After completing this course you’ll be able to apply your new knowledge and insight to rework your retention schedule to make it fully compatible with any modern EDRMS or other electronic recordkeeping software.

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Learning Objectives

Upon completion of this workshop, participants will be able to:

  • Understand the retention schedule requirements of modern recordkeeping software

  • Modify a retention schedule to make it EDRMS-Ready

  • Apply different forms of retention rule triggers, utilizing document metadata

  • Develop effective business interviewing skills

  • Learn how to structure a modern retention schedule in a spreadsheet

  • Understand the value-based retention technique

  • Learn how the retention schedule impacts EDRMS Architecture

  • Deploy Rules-Based Recordkeeping

  • The proper technique to define and deploy Case records

  • Common vs Shared retention schedule categories

  • The need for Volumetrics

  • Develop effective Retention Schedule documentation

  • Develop a structured approach to describing a business activity

  • Understand the need for multiple retention rules in a given category

  • Deploy retention schedule over-rides

  • Transcribe from interviews to a structured spreadsheet

  • Accurately estimate the work effort required for the retention schedule

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