Solving Your Records Management Challenges Using ILM (CDIM-304)

Course Length

1 hour

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Technical Requirements

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• Macromedia Flash requirements

Languages

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Who Can Benefit

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Prerequisites

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Skills Gained

• Define records management
• Describe how an ILM solution can help with records-retention policies, records governance, and e-discovery

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Course Content

Module 1 - Records Management Overview

• Definition of records management
• Principles of records management
• Records governance
• Required and related systems
• Indexing and search
• Destruction of records
• Potential ROI and cost savings

Module 2 - Defining Records

• Unstructured versus structured data
• Corporate records policy
• Records-retention schedule

Module 3 - Drivers for Records Management

• External drivers
• Internal drivers

Module 4 - The Records Management Solution

• The business case
• Explain sources or records creation
• How it works
• The e-mail issue
• Issues and risks
• Record life cycle
• RRR versus non-RRR records

Module 5 - Legal Holds

• Definition of legal holds
• Duty to locate
• Duty to preserve
• Life cycle
• Discovery and other process considerations

Module 6 - E-discovery

• Discovery and e-discovery
• Briefing on regulations
• How e-discovery works
• Complementing records management
• Records management aiding in the e-discovery process

Module 7 - Records Management Implementation

• Success factors
• Roles and responsibilities for records in a typical organization
• Compliance and risk management
• Technology options
• Structure and organization
• Policies and practices

Module 8 - Case Study

• Situation and corporate background
• Problem
• Options and possible paths to resolution
• Solution
• Implementation

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