Records Management

Managing your organisation's data, information and records correctly according to global regulations

Course Overview Course Contents Who Should Take This Course? The Assessment Importance of the Course FAQs

Key Learning Points:

  • The different sorts of records and how to distinguish them
  • What the four stages of a record's lifecycle are and how to manage them
  • Best practices for record keeping; i.e., accuracy, legibility, and history
  • The importance of quality control
  • How to organise records in a straightforward and sensible manner
  • The importance of keeping records securely and how to maintain this standard
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Records Management
Records Management
Records Management
Records Management
Records Management
Records Management
CPD Points

Course Overview

Many business decisions rest on accurate records management. All organisations benefit when their records are correctly classified, stored and maintained.

Our Records Management (Global) training course teaches learners the global restrictions and requirements regarding filing (whether electronic or paper) and the four stages of a record's life cycle.

Course Details

  • Course duration: 15 minutes

  • Available in 19 Languages

    Arabic Arabic Brazilian Portugese Chinese (Simplified) Chinese (Simplified) English English Estonian Estonian French French German German Hungarian Hungarian Indonesian Indonesian Japanese Japanese Korean Korean Polish Polish Romanian Romanian Russian Russian Spanish (Latin American) Spanish (Latin American) Spanish Spanish Swedish Swedish Thai Thai Turkish Turkish Cost effective solutions exist for other languages.
  • Final assessment to pass the course
  • Certificate on completion
  • Regular course updates
  • Course can be tailored using Adapt Authoring Tool
  • Course can be tailored to meet your specific requirements
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Course Contents

Our Records Management (Global) eLearning course is designed to raise awareness and is structured as follows:

Introduction to Records Management
Introduction to Records Management
Good record management has many benefits to organisations and individuals. In this module, learners explore what a record is, records management and who is responsible for it, maintaining information quality and record classification. It’s important to understand the benefits of good record management and the consequences when it is not achieved.
The Life Cycle of a Record
The Life Cycle of a Record
There are 4 stages in the life cycle of a record, beginning with its creation and ending with its disposal. This module explores the ways in which records should be created, maintained and ultimately destroyed in the appropriate method. These methods apply whether the records are stored on a computer system or in paper files.
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The Assessment

The Records Management course is assessed in a multiple-choice assessment format focusing on the life cycle of records, their creation, storage and disposal. Learners must achieve an 80% mark to pass.

2 Ways of Purchasing

You can purchase our courses individually or for even better value you can purchase the complete range of Compliance, Health and Safety or Performance Management courses in one neat bundle.

1. Individual Licenses

If you buy courses on an individual bases you pay a price per learner, per course per year. You can run these courses on your own LMS if Xapi/SCORM compliant or you can take them online.

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2. Complete Bundle

Buy all of the Compliance, Health and Safety or Performance Training courses in one great value package and receive unlimited benefits including our AI driven Learning Experience Platform, Astute.

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1. Individual Pricing

Number of Learners Cost (per year)
1 - 10 29 / per learner
11 - 20 25 / per learner
21 - 50 20 / per learner
51 - 100 15 / per learner
101 - 150 10 / per learner
150+ POA

Exchange rates are updated regularly but are only intended as a guide.

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2. Complete Bundle Pricing

If you buy all the Compliance, Health & Safety or Performance Training in a complete bundle, all features come as standard, no matter the size of your organisation!

Number of Learners Cost (per year)
50 - 100 30 / per learner
101 - 200 25 / per learner
201 - 300 21 / per learner
301 - 400 18 / per learner
401 - 500 15 / per learner
501 - 750 12.50 / per learner
751 - 1000 10 / per learner
1001 - 2500 8 / per learner
2501 - 5000 6 / per learner
5000 - 10,000 5 / per learner
10,000 + POA
Included Features
  • All courses in our catalogue
  • Our Learning Experience Platform ‘Astute’
  • New courses added regularly
  • Branded, downloadable posters
  • Customise Course Content for Your Team
  • Regular course updates
  • Dedicated Account Manager
  • Unlimited help desk support

Exchange rates are updated regularly but are only intended as a guide. Prices are based on a 2 year contract.

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Why Records Management Training?

Did you know that the records and information stored by your organisation have a life cycle all of their own? It starts when records are created and ends once they are properly destroyed or disposed of (unless they are to be preserved permanently in certain circumstances). In between these two phases, the identification, classification, security, and tracking of records all form a part of what is called 'records management', and it's important that employees who handle important information are given effective records management training.

With good records management training, staff members will learn how to comply with the law when it comes to storing, handling, and keeping information safe for lengths of time.

Why Records Management Training?

FAQ's

If you have any questions that are not covered here, please get in touch.

Get in Touch Technical Requirements
What are the four stages of a record’s lifecycle?
Recognising the life cycle of a record is an important part of effective record management. It enables businesses to keep track of how records are created and when they are used and disposed of. The first 90 days of the record are when 90% of the use takes place. After the 90 days period, records tend to be stored away. This process is known as the lifecycle of a record and it is made up of four stages: create, maintain, store, and dispose of.
What is a records management policy?
A records management policy sets out your businesses’ approach to records management. It is designed to address the overall commitment, the role of records management, links to relevant policies and documents, staff roles and responsibilities, and monitoring of compliance. Having a robust records management policy in place ensures that businesses are prepared to maintain records to a high standard and mitigate the risks.
What is a record?
A record is a key element vital for supporting day-to-day business activity and decisions. It could include emails, paper documents or electronic files documenting business activity. Data and information are also held as records, such as customer details, customer activity and invoices. Policy and procedure documents are also often classed as records.

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