Course Type
Led by a live instructor, learn virtually (via Microsoft Teams) alongside a small group of other students. Find and book a scheduled course date below.
Duration
2 x half days
Certification
6 CEU’s, Certificate of Completion
Course Type
Learn online in your own time, and at your own pace via our eLearning platform.
Duration
24 hours worth of learning broken down into bite-sized lessons. Each lesson follows 5/2/2 learning principles.
- 5 minutes of content delivery (video or case scenario).
- 2 minutes of active engagement or activity (tasks and quizzes).
- 2 minutes for learners to repeat or reflect on what they’ve learnt (tasks and quizzes).
Certification
6 CEU’s, Certificate of Completion & Virtual eLearning Badge
If you’re looking for something more bespoke; if you need to educate a group of people; or if you’d like to schedule in some face-to-face, on-site training, please do contact us.
Course Overview
- Introduction
- Organisational Context
- Definitions
- Policy & Procedures
- Frameworks for good Records Management
- Key Principles & International Standards
- The rationalle for good Records Management
- Records and their value
- The Informaiton Lifecycle & analysing work processes
- What should be in a Records Inventory or Informaiton Asset Register
- Records, related processes & technology
- Physical records management
- Digitisation
- What to keep following scanning
- Business classification schemes
- Metadata
- Metadata in practice
- Naming conventions & records security
- Protection of records
- Retention & disposal
- Applying retention policies & defensible destruction
- Destruction certificate
- Information sharing & transfer
- What to do next
Learning Objectives
This course will provide you with an introduction to Records Management, to support you to fulfil the tasks and tools.
- Understanding the information your organisation holds
- Records Management Systems
- Managing physical records
- Protection of records
- Classification and metadata
- Definition and application of retention policies
- Disposal processes
Who should attend?
This course is for Records Managers/Officers or anyone staff that work or are associated with the management of records.
Delegates would include Records Managers/staff, Information Governance Officers or Managers and Privacy Officers.
Suggested Follow on Courses
Payment Options
Don’t know what courses you’ll need to book just yet?
For our instructor-led courses we offer a pre-pay option, where you can pay now and choose what courses to book later (within a year). This option is both cost efficient and speeds up the booking process. It’s really handy for large companies/organisations who have frequent training needs. eLearning not included.
Need training for a group of people?
If you’re looking to train a small group, a whole team, or an entire company of employees, please get in touch as we’re able to offer discounts on multiples.








