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122 Feering Hill, Feering, Colchester, Essex, CO5 9PY 01206 807 267

Records Management  Training Course: All you need to know

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An Introduction to Records Management training covering all you need to know.

DISCOUNT: 20% Off this course if booked with the Records Management Deep Dive course. Please use (PRO09MTY20) when booking

Records Management Training Course Overview

This one day course is delivered by Reynold Leming or Frank Rankin and our NEW Trainer soon to be announced. The full course has been revamped and updated in order for it to be delivered as an online ‘Live’ training course.  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. 


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.




What our Clients said about the course

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

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Transport Officer

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

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Records Officer

Course Programme

9:15 - 9.30Welcome Aims & Objectives for the course
9.30 - 10.00Timings and course content
Definition of a Record
Records of information
Structure, Roles and Responsibilities
Records Management Benefits
Key Principles, The Information Lifecycle
Key Considerations
11:30 – 11:45Refreshment break
11:45 – 13:15Understanding 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
13:15 – 14:00Lunch
14:00 – 15:00What 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?
15:00 – 15:15Refreshment break
15:15 – 16:15Classification, Dublin Core,
Classification, Retention Policies
Retention Policies
Physical and Electronic Disposition
Formal information sharing / data processing arrangements
Data Sharing and Processing
16:15 – 16:30Close and finish time
Records Management Virtual Training Dates

TrainerStart DateEnd Date Cost Book
Reynold Lemming20/Jan/21 £375Fully booked
Scott Sammons09/Feb/21 £375Book
Reynold Lemming21/Apr/21 £375Book
All prices are subject to VAT
Records Management Classroom Training

No courses currently available
All prices are subject to VAT
We offer inhouse training. Scroll down for further information

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In House Training
Leadership Through Data provide bespoke training courses that are custom made to your needs. Bespoke courses provide an exclusive learning and development opportunity.

Our expert trainers provide specialist training for your employees within your company either face to face or virtually. Oue virtual platform has been increasingly popular with our clients, as it reduces the cost for trainer travelling expenses and would also reduce your companies carbon footprint. All delegates will be able to see their trainer and fellow delegates as you would in a meeting room and talk to them live.   

We offer our services through a number of cost effective packages, (Platinum, Gold, Silver and Bronze) for as little as 6 employees to 15 employees per training session.

If you did not find the course you are looking please contact us and we can discuss and design the right course for you. For a no obligation quote, email or call Sharon, Client Relationship Manager on 07593 438646 or 01206 807267

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Bronze Package

This package is offered as a ‘Virtual Training Environment’ only.
This works particularly well for small numbers but there needs to be a minimum of 6. 
This package includes:
PDF Workbook 
6 CPD Points
Attendance Certificate

Silver Package

This package provides face to face or virtual taining for 8 people for a one-day course.
Additional Delegates can be added at a reduced cost.
This package includes:
LTD Workbook & Pen 
6 CPD points 
Attendance Certificate

Gold Package

This package allows you to train up to 15 members of your staff on your site or virtually. This option provides you with the most cost-effective way for inhouse training for a greater number of staff.
This package includes:
LTD Workbook Delegate Pack 
LTD Pen 
6 CPD Points 
Attendance Certificate

Platinum Package

This package includes a short consultancy period along with any other training package. This package allows you the opportunity to contact the trainer for any questions or ongoing support that arises after the training session has finished. This equates to 4 hours of the trainer’s time. It must be used within 4-weeks. Client have utilised this service for roughly 1 hour per week over a 4 period.

Q & A

When will I be advised of the venue location?

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.

What happens if the course is cancelled?

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. 

Do you offer any course discounts?

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. 

Will I get a recognised qualification?

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 Complaince is the second qualification of a suite of 3 data protection qualifications.