Records Management | 4th November 2026

Organisations are facing increasing pressure to manage their physical and digital records to comply with statutory and business requirements. The use of electronic records management systems are increasing and therefore the role of the Records Managers and their responsibilities are more and more important for organisations.

On this course you will learn the rationale for Records Management, how the creation, capture and management of records enables certain legislation and enables a wide range of things.
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Online
Course

6 hours in total

CPD Credits

6

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Records Management Course 

Organisations are facing increasing pressure to manage their physical and digital records to comply with statutory and business requirements. The use of electronic records management systems are increasing and therefore the role of the Records Managers and their responsibilities are more and more important for organisations.

On this course you will learn the rationale for Records Management, how the creation, capture and management of records enables certain legislation and enables a wide range of things.

Who Is This Course For?

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.

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 Information Lifecycle & analysing work processes  
  • What should be in a Records Inventory or Information 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

Recommended Learning Pathway

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