Records Management Training Course

Records management refers to employees' creation, storage, archiving, and disposal of business records. Getting this wrong can lead to legal and regulatory action against your company.

A business record is any information regarding facts, events, or transactions created during the normal course of business. These records could be in the format of an electronic file, hard copy or electronic communication.

Our Records Management Training Course will help your employees understand how laws govern records, including the obligation to securely retain records and dispose of them appropriately upon expiration.

About this Course

Available as part of our Compliance Essentials Library.

Learning Objectives

This course will prepare your employees to:

Appreciate why records management is important
Differentiate between different types of business records
Know how business records are archived
Follow the correct process for record disposal
Appreciate the importance of disposal holds

Latest Course Updates

Full review conducted by a Subject Matter Expert
Text & image updates throughout the course
Updated activities & scenarios
Updated post-course assessment

Course outline

Introduction

What is records management?

What is a business record?

Key questions

Classifications of business records

- You decide: What kind of record is it?

Types of business records

- You decide: Record types

Classification & categorisation

Email as a business record

The records management lifecycle

Creation & maintenance

Archival

Record disposal

- Disposal holds
- You decide: Record disposal

Summary

Affirmation

Assessment

Course Specifications

Structure

Approximately 20-minute long e-learning course followed by a 10-question assessment.

Audience

Suitable for all staff - examples and interactivities designed for staff at all levels. No previous knowledge or experience is required.

Design

SHARD-compliant, responsive display on all devices, accessibility on screen readers, visual design controlled via a client style sheet.

Compatibility

All Windows, Mac OSX, iOS, Android (Flash-free for mobile compatibility). AICC and SCORM 1.2-compliant, suitable for both hosted and deployed SCORM or AICC.