Record and Document Management

Record and Document Management

Live 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: 4.7 / 5

Webinar Details $219

  • Webinar Date: April 1, 2025
  • Webinar Time: 2:00pm - 3:30pm EDT   live
  • 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

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.

Speakers Performance Based On Past Webinar Survey Results

Average rating

4.7 / 5

This speaker has received a total of 133 survey responses. Attendees have given an average rating of 4.7 stars out of a possible 5, reflecting on the speakers performance on the following questions.

Overall, how satisfied were you with this presenter?
4.7 Stars
How closely did the presenter follow the schedule?
4.7 Stars

Reviews From Past Webinar Surveys

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 speaker's performance. These reviews highlight our commitment to continuous improvement and excellence in providing top-tier educational experiences.

Tami S.
October 27, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
I found the presentation to be very informative and I learned a lot about electronic document management

Nora M.
October 27, 2022
4.5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
4.0 Stars
Do you have any other comments, questions or concerns?
I enjoyed the class. I just wish it was longer.

Donna H.
October 27, 2022
4 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
3.0 Stars
Do you have any other comments, questions or concerns?
too fast especially when going to the other website for the polling - took me awhile to figure out the passcode to that site. also presenters with a lot of knowledge tend to talk real fast and put in a lot of info which can be hard to track if you have a disability

Alberto G.
October 27, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
Very good information.

Krista T.
October 27, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
no comment

Denise J.
October 27, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
Would like more training on Sharepoint, One Note, Teams, Apps related to Teams, Forms etc

Shannon C.
October 27, 2022
4.5 / 5
Satisfaction Rating:
4.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
I don't think the title of the training accurately reflected what was going to be covered, so the content was a little bit of surprise, but the content was great.

Deborah B.
March 23, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
no comment

Karen S.
March 22, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
great

Forefront D.
March 22, 2022
5 / 5
Satisfaction Rating:
5.0 Stars
Follow Schedule:
5.0 Stars
Do you have any other comments, questions or concerns?
it was a little long, the last half hour could have been it's own training on outlook. there are so many awesome features that could go into it's own training.
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