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.

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Records Management Training Course

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

New in 2021

Full design review conducted by a records management expert.

  • Text & image updates throughout the course
  • New pages, activities & scenarios
  • Content updated to conform with the latest record classifications
  • Updated scenarios & learning activities
  • New 30-question post-course assessment

Course outline


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


Record disposal

- Disposal holds
- You decide: Record disposal




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Compliance Essentials

Course Specifications



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



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



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



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.



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.



Fully customisable on Skillcast Portal CMS.



Pre-translated versions not available, but all text content can be exported for translation into all languages.



Based on UK legislation, but suitable for global audiences upon the removal of UK-specific references and translation as necessary.