Available dates
- 01/20/2027 | 1:00 PM - 3:00 PM EST
- 03/02/2027 | 1:00 PM - 5:00 PM EST
Overview
Seminar Overview (live online)
Who should attend:
Records managers/supervisors
Command staff
Effective records unit management requires more than keeping work moving. Managers and supervisors must know which activities need regular review, where errors and backlogs develop, and how to verify that staff follow policy. Also learn about proper prioritization of work tasks.
This practical operations course examines the reports and workflows records leaders should monitor, including record validations, sealing orders, destruction, and quality control. Participants will explore ways to assess backlogs, review system access, identify staffing and training needs, and conduct routine compliance checks. The course emphasizes using operational information to spot problems early, document follow-up, and make informed decisions about unit priorities and resources.
Topics:
Reports and workflows that require management review
Backlog monitoring and prioritization
Prioritization of work
Routine compliance checks (validations, sealing orders, records disposition, etc.) and corrective follow-up
Upon registering, you’ll receive a link to join the webinar with instructions. Check your junk mail folder in case you don’t see it.
course material
Included materials
Materials will be provided for download during the webinar including:
Course slides
Articles of interest
Course certificate
pricing
Checks, credit cards, POs accepted. Payment information is provided during the registration process.
DISCOUNTED PRICING
One person: $99
2nd person 25% off: $74.25
3rd person 35% off: $64.35
4th person (or more) 50% off: $49.50
Each person registered will receive a certificate.
Please note, the price for training is per-person. While it’s possible for multiple people to view the training online, the format of the training doesn’t change the value of the knowledge learned by each attendee. Just as if the seminar was in-person, we ask that you register each person who plans on participating and receiving the information that will be provided. Each will receive a certificate. Thank you.
The Record Supervisor’s Monthly Checklist
Take a practical look at the daily work and oversight needed to keep a records unit accurate, secure, and compliant. Learn about ensuring proper report review, validations, sealing orders, destruction, backlogs, quality control, and training requirements occur.
DISCOUNTED PRICING
2nd person 25% off $74.25
3rd person 35% off $64.35
4th person (or more) 50% off $49.50

