Records Management and Practical Applications


Summary

This webinar covers the importance of records management in Kentucky, including legal requirements and the lifecycle of records from creation to disposition. It provides guidance on managing records in different formats, particularly electronic records, and offers tips on effective email management and handling records from social media. The webinar also discusses retention schedules, approval for record destruction, and the importance of proper documentation in managing records accurately.


Introduction and Technical Issues

Introduction to the webinar and addressing technical issues at the beginning of the session.

Chat Feature and Interaction

Guidance on using the chat feature and encouraging interaction during the session.

Records Management Importance

Explanation of the importance of records management, especially in Kentucky, due to legal requirements.

Types of Records

Explanation of what constitutes a record and the different formats records can take.

Records Lifecycle

Overview of the lifecycle of records including creation, usage, and disposition.

Maintaining Records

Guidance on maintaining records in different formats and the importance of proper management.

Electronic Records

Discussion on managing electronic records efficiently, including considerations and challenges.

Email Management

Tips on managing emails effectively, identifying important records, and handling non-business related messages.

Social Media Records

Guidance on managing records from social media platforms and the considerations involved.

Retention Schedules

Explanation of retention schedules and how to find and use them to manage records effectively.

Destruction of Records

Instructions on obtaining approval for record destruction, completing destruction certificates, and the importance of proper documentation.

Identification of Records

Tips on categorizing and identifying records accurately to ensure proper management.

Q&A Session

Questions and answers covering various topics related to records management, email management, and destruction certificates.

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