Records and Document Management
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

01

Records Fundamentals

What counts as a record and the lifecycle it moves through.

02

Classification Schemes

Designing file plans and consistent classification structures.

03

Retention and Disposal

Setting retention schedules and disposing of records lawfully.

04

The Digital Transition

Planning digitisation and moving from paper to electronic systems.

05

Access and Security

Controlling access, protecting sensitive records, and version control.

06

Compliance 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.

Ready to register?

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