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Compliance Essentials Library

Records Management Course

Records management involves how employees create, store, archive and dispose of business records. Getting this wrong can lead to legal and regulatory action against your company.

A 'business record' is any information about facts, events or transactions created during the regular course of your business that you must maintain. Typically these records are hard copies, digital files or electronic communications.

Our Records Management e-learning course will help your employees to understand how business records are held in your company and how they are disposed of.

The course explains how certain types of records are governed by laws, and the obligations to retain them securely, produce them upon request and dispose of them appropriately upon expiration. 

Audience: all staff  |  Duration: 20 minutes  |  Format: e-learning module

Learning Objectives

This course will prepare your employees to:

  • Understand 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

Course Contents

  • 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

Free Trial: Compliance Essentials

This course is part of our Compliance Essentials Course Library.

Compliance Essentials is our best-selling library and there's a reason for that.

Essentials contains 30 in-depth courses and dozens of express micro-learning modules from AML, Bribery, GDPR and Equality to Health and Safety. It provides a complete and comprehensive off-the-shelf compliance solution for UK businesses that can be customised completely to fit your organisation.

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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

Off-the-shelf Courses

Our off-the-shelf subscription options allow you to train your staff using this course and other essential compliance courses cost-effectively.

We can also customise courses to your business needs or create fully bespoke courses to your specification.

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