Records Management Training – All You Need to Know

Records Management Training – All You Need to Know2022-04-22T15:29:25+01:00

Project Description

Course Training Dates

Book more than one course and receive a 10% discount.

LocationTrainerStart DateEnd Date CostBook
VirtualKim Sadler13/Jun/22 £395 + VATBook
VirtualFrank Rankin12/Sep/22 £395 + VATBook
VirtualReynold Leming12/Dec/22 £395 + VATBook

Course Overview

This is an introduction to Records Management covering physical and electronic Records Management.

You will learn the basics of Records Management and key principles which will provide you with the tools to begin or improve a Records Management programme in your organisation.

What you will learn from the course:

  1. Understanding the information held
  2. The Digital unification in system(s) of record
  3. The Governance of physical records
  4. The Protection of records
  5. Consistent classification
  6. The Definition and application of retention policies
  7. Disposition processes
  8. What are Formal information sharing arrangements

The day will cover the following topics:

  • Definition of a Record
  • Records of information
  • Structure, Roles and Responsibilities
  • Records Management Benefits
  • Key Principles, The Information Lifecycle
  • Key Considerations
  • Understanding the information held
  • An IAR is useful
  • Lawfulness of Processing
  • Profiling an Asset
  • Digital unification in system(s) of record
  • Visual location guide
  • EDRMS Capability Wheel
  • Governance of physical records
  • Digitisation and Legal Admissibility
  • What to keep following scanning
  • Protection of records, Protective considerations, Preservation File Formats
  • Profiling an Asset, File Naming Conventions – sequencing and understanding
  • What elements would be in a file naming convention?
  • Classification, Dublin Core,
  • Classification, Retention Policies
  • Retention Policies
  • Physical and Electronic Disposition
  • Formal information sharing / data processing arrangements
  • Data Sharing and Processing

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 Data Protection Officers.


Will I get a recognised qualification?2021-01-22T14:17:00+00:00

As part of our accreditation with the CPD accreditation group, you will receive 6 or 12 CPD points for each course attended.

The Certificate in Managing Data Protection Compliance is the second qualification of a suite of 3 data protection qualifications.

Do you offer any course discounts?2021-01-22T14:17:13+00:00

Yes we offer a 10% discount for the primary delegate if you book more than one person from the same organisation at the same time.

We offer 20% off on selected course for promotional offers.

What happens if the course is cancelled?2021-01-22T14:17:37+00:00

To try to avoid cancelling face to face courses, however if the number of delegates is below 5 we will offer this a virtual course instead.

See full terms and conditions.

When will I be advised of the venue location?2021-01-22T14:17:49+00:00

Exact location are sent out via email, two weeks before the course, we would therefore advise you not to book accommodation until the venue is confirmed.

Pre Paid Option

If you have a training budget and have not yet identified your organisations broad training requirements our prepayment option may give you the flexibility you require as we can offer the facility to purchase places in bulk on our All You Need to Know Courses without the need to choose which courses at the time of purchase. This can be a much more cost effective way of training.

Contact us for more information

What our clients said about the course

The course is a good introduction to records management and tutor was very professional and friendly

Transport Officer

I really enjoyed this course, I learnt a lot and am looking forward to the next course.

Records Officer

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Pre Paid Option

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