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  • records management

    Essentials: Records Management

records management

The management of certain types of records is governed by laws and rules that apply to all employees. You have an obligation to retain all records securely and appropriately, produce them upon request and dispose of them appropriately upon expiration. In this course you will learn how to manage records to comply with legal and regulatory requirements. It will take you 20 minutes to complete.

Learning Objectives
  • How to classify business records
  • The records management cycle
  • Best practice for record storage
  • Best practice for records disposal
Course contents
  1. What is Records Management?
  2. What is a business record?
  3. Key questions
  4. Classifications of business records
  5. You make the call: What kind of record is it?
  6. Types of business records
  7. You make the call: Record types
  8. Classification and categorisation
  9. Email as a business record
  10. The records management cycle
  11. Creation and maintenance
  12. Archival
  13. Off-site storage
  14. Record disposal
  15. You make call: Record disposal
  16. Disposal holds
  17. Summary
  18. Assessment
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