Records Management

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

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

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
  • 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

Course Contents

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

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

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

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.

This course is published by Cylix

Tailored versions of the courses are available for the following sectors

Compatible for

Any Workplace

Public Sector




Fire & Rescue

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.


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.

1. Individual Pricing

Number of Learners Cost (per year)
1 - 10
£34.50 / per learner
11 - 20
£29 / per learner
21 - 50
£23 / per learner
51 - 100
£17.50 / per learner
101 - 150
£11.50 / per learner
Exchange rates are updated regularly but are only intended as a guide.

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
£34.50 / per learner
101 - 200
£29 / per learner
201 - 300
£24.50 / per learner
301 - 400
£21 / per learner
401 - 500
£17.50 / per learner
501 - 750
£14.50 / per learner
751 - 1000
£11.50 / per learner
1001 - 2500
£9.50 / per learner
2501 - 5000
£7 / per learner
5000 - 10,000
£6 / per learner
10,000 +

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.

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.


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

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.

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.

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.

If you have any feedback about our products please contact us at [email protected]

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