
About this course
Overview
Every organisation has a filing system nobody quite trusts. This covers classification, retention schedules and the move from paper to digital, with attention to structures that stay usable as volumes grow rather than quietly collapsing under them.
What you will be able to do
Learning outcomes
- Build a workable classification scheme
- Apply retention and disposal rules correctly
- Plan and run a digitisation project
- Control access and protect sensitive records
- Prepare records for audit and legal requests
What the course sets out to do
Course objectives
- Classify records consistently
- Set and apply retention schedules
- Plan the transition to digital records
- Ensure records are findable and secure
- Support compliance and audit requirements
Course content
Modules
01Records Fundamentals
What counts as a record and the lifecycle it moves through.
02Classification Schemes
Designing file plans and consistent classification structures.
03Retention and Disposal
Setting retention schedules and disposing of records lawfully.
04The Digital Transition
Planning digitisation and moving from paper to electronic systems.
05Access and Security
Controlling access, protecting sensitive records, and version control.
06Compliance and Audit
Meeting regulatory, legal, and audit requirements for records.
Who it is for
Target audience
Records officers, registry staff, and administrative teams responsible for information and document management.
Before you start
Prerequisites
A records, administration or information management role.