Scanning your Records


icon arrow step by step process for planning and implementing a scanning project

icon arrow How to move to business as usual scanning

icon arrow Selecting the right tools for the job

icon arrow EDRMS and scanning – what you need to know to ensure that these projects work well together

icon arrow Key terms – so that you can talk “scanning tech speak” with the best of them

icon arrow Good candidates for scanning – the type of records that are good candidates for a scanning project

icon arrow Methods for quantifying return on investment for your scanning project

icon arrow Staying out of trouble – your legal obligations and how to navigate NZS ISO 13028:2012

icon arrow Safe destruction of original (source) records – when and how you are permitted to destroy original records


What you will get

icon arrow A step by step guide and methodology for implementing schedules

icon arrow Review exercises that check understanding so that you are confident that you can apply the learning from the course when you are back in the office

icon arrow Small group size so that your issues can be raised and discussed

icon arrow The opportunity for discussion and Q&A with Information Leadership’s highly experienced experts

icon arrow Case studies and scenarios throughout the course so that you can practice applying the principles that are taught

icon arrow Understanding of the specific key provisions of the Public Records Act and mandatory Records Management Standard that relate to retention and disposal.

Course Duration

This is a one day course running from 9.00 - 4.00pm.

Who's it for

This course targets people who have responsibility for implementing scanning in their organisation for example:

icon arrow Business Analysts – who are responsible for ensuring that new technology business processes work well first time

icon arrow Project Managers – who are responsible for leading projects to implement scanning

icon arrow Recordkeepers – records managers, records officers, archivists,  and recordkeeping support roles

icon arrow IT Managers  - who are responsible for ensuring that systems support the management of electronic records

icon arrow EDRMS Project Managers and Support Teams – who need to know how to integrate scanning projects with their EDRMS

icon arrow Corporate Services and Risk Managers – who are responsible for overall organisational risk in relation to records

Book now

Book Now

Phone 0800 001 800 or contact us to book

See calendar for other public workshops

Don't take our word for it - here's what attendees say:

  • "enjoyed the day, course added clarification to my questions"
  • "thanks for a well thought out presentation, it's validated my approach"
  • "this course was at the right level for me to move forward with my project"
  • "great session! value for money"

Liked best:

  • "interacting with other participants"
  • "booklet very thorough & useful! Good presentation"
  • "sample exercise of implementing R&D schedule"
  • “pace of session, interactive & liked the resources”

Your Tutor

hero paddy

Paddy Plunket
Master IM in Information Systems; BA

Paddy is an information management specialist. Her work includes taxonomy development, retention and disposal schedule design, Public Records Act audits and change management.

View Paddy's full profile and contact details.