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    Records Management

    Welcome to this course on Records Management. In this course, you'll learn about how business records are held in our Company and how they are disposed of. The management of certain types of records is governed by laws, and we have an obligation to retain them securely, produce them upon request and dispose of them appropriately upon expiration. Learn how to comply with these principles for records management. [Duration: 20 min]

    Learning Objectives

    • Appreciate why records management is important
    • Differentiate between business and non-business records
    • Know how business records are archived
    • Follow the process for record disposal
    • Appreciate the importance of disposal holds

    Free Trial: Essentials

    This course is a part of Compliance Essentials, our best-selling compliance e-learning library. A subscription to this library gives you the ability to train your staff on all the key compliance issues from AML, Bribery, GDPR to Equality and Health and Safety. All these course can be customised to completely fit your organisation. Take a free trial to experience these courses yourself.


    Course Contents

    • Welcome
    • What is Records Management?
    • What is a business record?
    • Key questions
    • Classifications of business records
    • You make the call: What kind of record is it?
    • Types of business records
    • You make the call: Record types
    • Classification and categorisation
    • Email as a business record
    • The records management cycle
    • Creation and maintenance
    • Archival
    • Off-site storage procedure
    • Record disposal
    • You make the call: Record disposal
    • Disposal holds
    • Summary
    • Affirmation
    • Assessment


    Duration Approximately 20 minutes
    Audience Suitable for all staff - examples and interactivities designed for staff at all levels
    Prerequisites No previous knowledge or experience required
    Design SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via client style sheet
    Assessment Ten-question assessment
    Test-out Ability to offer optional test-out, whereby users can choose to skip the course content and complete the learning assignment simply by passing the assessment Deployment AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC
    Deployment AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC
    Compatibility All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility)
    Tailoring Fully customisable on Skillcast Portal CMS
    Translation Pre-translated versions not available, but all text content can be exported for translation into all languages
    Localisation Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary


    We offer several off-the-shelf subscription options for you to train your staff using this course and others in this library. Alternatively, you may purchase a perpetual licence to this course and tailor it completely to fit in with your business or go for something totally bespoke that we build for you ground up. Visit our pricing page for more details on all these options.

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