Topic: Records Training | Year: 2024 & 2025 | Tool: Articulate Storyline 360
Background:
Handling a company’s confidential data is crucial, especially for a regulatory company. Each department was dedicated to rolling out its own tailored guidance that follows the company-wide policies and procedures to uphold the highest standards in data and records management.
Design Thinking:
The department asked the training team to refresh its Annual Records Training. Below are screenshots of interactive components from the training. The first activity is from the 2024 version, ensuring that staff understand what is considered a record that should be filed away appropriately and what is not considered a record.
For the 2025 Training, I was notified that staff were not filing records into the appropriate folders. I created an activity to ensure they were understanding where to file those records using real scenarios the records management team provided.
Each training increased staff understanding of the department records polices and procedures and decreased record filing errors minimizing risk in data management for the firm.
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