Record and Document Management

Record and Document Management

On Demand Webinar

Guest Speaker:   K.J. McCorry
Topic:   Business Administration, Business Skills, Human Resources
Credit:   ATAOP 1.50, ATAAA 1.50, ATAHR 1.50, HRCI 1.50, SHRM 1.50
Average Rating: 4.6 / 5

Webinar Details $199

  • Webinar Length: 90 Minutes
  • Guest Speaker:   K.J. McCorry
  • Topic:   Business Administration, Business Skills, Human Resources
  • Credit:   ATAOP 1.50, ATAAA 1.50, ATAHR 1.50, HRCI 1.50, SHRM 1.50

All Access Membership

Some people waste as much as 25% of their day searching for information, both on paper and digitally.  It is vital that employees understand how to appropriately manage, organize and store company records and information. This is not only essential to a company's business operations, but key to improving efficiency and productivity. And now, it is more important than ever for information to be accessible no matter where you work. 

In this training, participants will learn how to manage electronic records and documents more effectively in a Windows based environment. Participants will understand the fundamentals of organizing and concepts to apply to good records management. They will learn how to create an effective and intuitive electronic filing system to manage documents. In addition, how to collaborate on documents using various applications.

Your Benefits of Attending:
  • Better understand the definition of a record and record formats.
  • Review various record management locations and how to best utilize them.
  • Learn to build an effective hierarchical filing system for all document management systems.
  • Understand basic records retention requirements, regulations and guidelines.
  • Learn best practices for managing, organizing and accessing information on local drives and cloud-based document management systems.
  • Understand collaboration functionality for revising and editing documents in cloud-based systems.
  • Learn how to effectively name documents for versioning, easy retrieval and access.
  • Gain searching strategies to find information quickly with digital tips and tricks.

Join K.J. McCorry as she walks you through the best strategies for record and document management.

  • K.J. McCorry

    K.J. McCorry

    K.J. McCorry is the owner of Officiency Enterprises, Inc. a consulting company based out of Boulder, CO. K.J. consults in a wide-variety of topics including productivity, systems improvement, records management, and sustainability. She is the author of Organize Your Work Day In No Time, by Que Publi [...]

    View Full Profile

ATAOP Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in operations.

ATAAA Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in administrative.

ATAHR Credit

Aurora Training Advantage is offering continuing education points designed to recognize dedication to training and excellence in human resources.

HRCI Credit

Human Resource Certification Institute
This program has been approved for credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.

SHRM Credit

Society for Human Resource Management
Aurora Training Advantage is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. For more information about certification or recertification, please visit www.shrmcertification.org.
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Webinar Survey Overall Rating

This webinar received a total of 13 survey responses. Attendees have given an average rating of 4.6 stars out of a possible 5, reflecting the quality and value of the content presented.

Average rating

4.6 / 5
Webinar Presentation
How many of the objectives of the event were met?
4.8 Stars
How useful was the information presented at this event?
4.4 Stars
Overall, how satisfied were you with this event?
4.5 Stars
Speaker Performance
Overall, how satisfied were you with this presenter?
4.8 Stars
How closely did the presenter follow the schedule?
4.7 Stars

Reviews From Webinar Survey

Our webinars are crafted to deliver exceptional value and insight to business professionals. To ensure we meet and exceed your expectations, we conduct thorough post live webinar surveys. Below, you'll find genuine feedback from attendees, sharing their thoughts on the event and the speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Randall W.
April 3, 2025
4.8 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
K.J. McCorry provided a lot of useful information and tips that will help our team be more organized with record and document management. She was very thorough in providing information!
Katherine E.
April 2, 2025
4.8 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
I would love to be able to sign up for a more advance class at the end of a class like this. Or be sent an email with more advance training options when the training is finished.
Juanita E.
April 2, 2025
4.2 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
4.0 Stars
Do you have any other comments, questions or concerns?
no comment
Meagan W.
April 2, 2025
4.0 / 5
Webinar Rating:
4.0 Stars
Speaker Rating:
4.0 Stars
Do you have any other comments, questions or concerns?
Great tips for organizaton of files that went greater than what we need. Hard to have all departments at a company do electronic file management the same way.
Ellen M.
April 1, 2025
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
She was a FANTASTIC presenter with an extremely useful presentation!
Laura K.
April 1, 2025
4.8 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
4.5 Stars
Do you have any other comments, questions or concerns?
K.J. McCorry was amazing, I learned a better way to electronically store my documents in order to find them easier, as well as suggestions for times to destroy them. She also talked about things about MS Teams that I was not aware of. Excellent Webinar!
Elizabeth G.
April 1, 2025
4.6 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
I thought the activity would have more to do with record retention requirements. Another activity could be scheduled to address legal record retention policy.
Michelle M.
April 1, 2025
4.8 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
The SharePoint vs. OneDrive and Teams was a lot of information and a webinar specific to Microsoft teams would be an excellent webinar.
Michele L.
April 1, 2025
3.8 / 5
Webinar Rating:
3.7 Stars
Speaker Rating:
4.0 Stars
Do you have any other comments, questions or concerns?
no
Susan M.
April 1, 2025
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
For a dry subject she kept us very engaged. Excellent class!!!!!
Elizabeth W.
April 1, 2025
4.6 / 5
Webinar Rating:
4.3 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
presenter had great energy. It's a lot of material to go over in a concentrated time frame, and she did very well.
Cathy C.
April 1, 2025
4.8 / 5
Webinar Rating:
4.7 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
Very informative
Blanca P.
April 1, 2025
5.0 / 5
Webinar Rating:
5.0 Stars
Speaker Rating:
5.0 Stars
Do you have any other comments, questions or concerns?
The material was great. Very interesting and great ideas.