Appraisal & Disposal of Records:
LeMark Training and Development (Pty) Ltd
Skills Development, Information Management, Document Storage
3-DAY Skills Programme in: Records Management: Appraisal and Disposal
(NQF Level 4, 8 Credits) 27-29 March 2013
Next dates: 3-5 June 2013 and 28-30 October 2013
Venue: Pretoria, CBD
OBJECTIVES AND OUTCOMES OF THE COURSE
Understanding of the purpose of having an effective disposal programme as an important element in
ensuring effective records management.
A basic understanding of the process of appraisal, the various techniques used, abroad and nationally, and various schools of thought on the activity.
A basic understanding of the process of macro-appraisal, its advantages and shortfalls.
Knowledge of and understanding disposal authorities and their relationship to various pieces of
legislation associated with records.
Understanding of the purpose and process of the office of origin determining the retention periods for records. A basic understanding of the criteria that should be used during this process.
Entry Requirement for this Skills Programme: Learners must have attended the 3 Day Records management programme.
Awareness of the necessity of introducing and managing a records management disposal programme.
Familiarity with various appraisal techniques as well as schools of thought and problems associated
with the process.
Awareness of the necessity for an organisation to have a clearly defined appraisal policy.
Applying the process of macro-appraisal and its relationship to effective recordkeeping systems.
Compilation of an appraisal report.
Awareness of the various disposal authorities and responsibility of the office of origin.
Successful application of criteria in determining retention periods for records.
2 Day Skills Programme in: Records Management: APPRAISAL AND DISPOSAL LeMark Training & Development is an fully accredited provider of Education and Training with the Services Seta, ETQA, Provider
Entity Number: (0149) Company Reg No: 2010/002646/07 (was 2001/025985/23)
ACCREDITATION STATUS: FULL ACCREDITATION
Enquiries: Tel: (012) 654 4288 or 087 700 9414 (VOIP) Fax: (012) 654 8193 or 086 600 2338, Compliments and Complaints to: [email protected] Sales Team: [email protected]; [email protected]; [email protected] or [email protected]; Sales Cell: 083 417 3090; PO Box 14047 Clubview, 0014. Web-site: www.lemark.co.za
An ability to identify and define the basic terms used in appraisal, retention and disposal; understanding of the importance of effective appraisal, retention and disposal programmes; basic assessment of administrative and enduring values of records; compiling and implementing disposal authorities and determining retention periods.
After successful completion of this short course, self study and assignment the learner will
be able to:
Defining and explaining classification systems.
Applying classification system(s). (The learner will also be able to create and maintain records according to the classification system and evaluate the classification system and make recommendations to authorised individuals).
Evaluating classification systems (in terms of their differences, advantages and disadvantages)
Who should attend? - This course is aimed mainly at:
Records managers, registry staff and registry clerks, work-study officials, business analysts, archivists,
information managers and system administrators.
Understanding the relevant concepts effecting appraisal, retention and disposal; Duties and responsibilities of record manager in regard to document classification, retrieving and disposal; Classification systems; Understanding appraisal; Appraising policies and practices; Investigations during the appraisal process; Understanding retention; Retention Periods; Understanding disposal. Clearing up of records.
Assessment: Learners will have to prove their competence in applying the knowledge, skills and behaviour learnt during class exercises and group work. Each learner must submit an assignment within a specific time-frame.
The attendance of the first day of class as well as a total minimum of 80% class attendance is compulsory in order to be eligible to hand in your PoE/Assisgnment. After the successful completion of this skills programme and the portfolio of evidence (PoE), learners will receive a certificate of competence. Alternatively learners will receive a certificate of attendance if they do not wish to hand in a portfolio of evidence.
HOW TO BOOK: Complete a registration form and fax it back to (012) 654 8193.
Course Rate: R 5605.00 per person (Inc VAT, lunch, refreshments, study material).
Venue: Pretoria, CBD
Reference Number: Please use your invoice number
Closing date for registration: Last working day before the commencement of the course.
Cancellation Date: 7 Working days before the commencement of the course.
Terms, Conditions & Disclaimer:
• Admission conditions and cancellation policy applies. For full details contact LeMark Training & Development (Pty) Ltd or visit our web site: www.lemark.co.za
• LeMark reserves the right to postpone/reschedule or cancel SCHEDULED skills programmes or courses should the number of bookings not justify the presentation of the event.
The liability of LeMark Training & Development in the event of a skills programme, seminar or course being cancelled will be limited to a refund of the event fees to the delegate.
• We reserve the right to change the venue and the order of the presentation or if absolutely necessary to substitute a facilitator or presenter
• LeMark Training & Development is ACCREDITED by the SERVICES SETA as an institution delivering quality education and training Provider. Entity Number: (0149)2010/002646/02 (was2001/025985/23).
• Price and availability subject to change without notice, although we try to assure accuracy, LeMark cannot be responsible for typographical or photo error on our web site, electronic and printed material.
Appraisal & Disposal of Records
, Document Storage
, Electronic Records
, Information Management
, Records Management
, Skills Development
, university short course