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Records Management  Training Course: All you need to know

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Records Management training covering all you need to know. It is fundamental that an organisation knows what they have, why they have it and how long they need to keep it.


Records Management Training Course Overview

This one day course is an introduction to records management, where you will learn records management meanings, what is record management? the basic concepts, the life cycle stages of a record, the tools you need to start, how to deal with email,  introduction to EDRMS/managing file structures, and how to create a file plan/business classification and how to create retention periods for records.

You will learn the basics of records management, which will give you the tools you need 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.




Course Programme

9:45 - 10:00Welcome Aims & Objectives for the course
10:00 - 11:30Scenario; Brain Storming
Records Management Terms
Scenario; Records Management Benefits
Records Management is the life-blood of an organisation
Benefits of good Records Management
Standards and Guidance
Records Management Drivers
What causes records management to go wrong?
11:30 – 11:45Refreshment break
11:45 – 13:15Information Life cycle
Scenario: What is a record?
What are the difference between these?
The use of a record
Legal Admissibility
Exercise: Retrieval
Physical storage and weeding
Scenario; How to decide on a retention period
How to create a retention period
Reviewing and Disposal of records
Logs of records destruction and destruction certificates
Scenario: Soham Murders, Leveson Inquiry and Grenfell Towers Inquiry
13:15 – 14:00Lunch
14:00 – 15:00Scenario; Human Resources and Office Moves
Scenario; Tasks under Records Management
Records Management Tasks & Tools
Scenario; Rectifying and Deletion
Senior Management buy in, relationships with stakeholders and Training
Information Risk
Scenario; What is a classification and how to build a file structure
Scenario; Electronic Document Records Management System (EDRMS)
Electronic Document and Records Management System
15:00 – 15:15Refreshment break
15:15 – 16:15Flagship - Deploying document and Records Management
Scenario; Email Management
Information and Records Management, Managing email
Exercise; What to do when you receive or send an email
Business Continuity / Disaster Recovery
Records Management and GDPR
Scenario; What the Records Manager did next?
16:15 – 16:30Close and finish time
Records Management Virtual Training Dates

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Records Management Classroom Training

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  • Working through the scenarios in groups was so useful and being able to link these helped my understanding.
    Records Manager - NHS Trust
  • Really liked smaller group. I think it helped with the volume of information. Great Course. Thank you.
    Information Governance Coordinator - University

Who are our Records Management Trainers?

  • Reynold Leming
    Trainer & Consultant
  • Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec porta, mi ut facilisis ullamcorper.

    Liz Taylor
    Trainer & Consultant
In House Records Management Training - Also Available

Leadership Through Data provide bespoke training courses that are custom made to your needs. Bespoke courses provide an exclusive learning and development opportunity which is cost effective.

All prices include the attendance of 15 delegates, a course workbook, additional reading, slide handouts, an LTD delegate folder, a pen and a CPD certificate. If booked in advance, we offer a 4 week after care package.

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 07931566007 or 01206 807267

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?

We will always offer you another course date, to ensure you don’t miss out however, if you are unable to attend further dates, we will offer you a refund. See full terms and conditions.

Do you offer any course discounts?

Yes we offer a 10% discount if you book multiple people from the same organisation, at the same time.

Will I get a recognised qualification?

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