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122 Feering Hill, Feering, Colchester, Essex, CO5 9PY 01206 807267

Records Management  Training Course: All you need to know

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Records Management training covering all you need to know.


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.




Course Programme

9:15 - 9.30Welcome Aims & Objectives for the course
9.30 - 10.00Timings and course content
Definition of a Record
Exercise 1 - Would you tweak this?
Records of information
Exercise 2 - Why do we need records?
Exercise 3 - What might not be a record
Definition of Records Management
Exercise 4 – What does a Records Management Team do?
Defining Roles and Responsibilities
Exercise 5 – 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
Exercise 6 - 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
Exercise 7 Profiling an Asset
File Naming Conventions – sequencing and understanding
Exercise 8 What elements would be in a file naming convention?
15:00 – 15:15Refreshment break
15:15 – 16:15Classification
Dublin Core
Exercise 9 Classification
Retention Policies
Applying Retention Policies
Physical Records Disposition processes
Electronic Disposition processes
Exercise 10 Retention Policies
Formal information sharing / data processing arrangements
Exercise 11 Data Sharing and Processing

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.