Introduction to Records Management

Basic level course suitable for those with little or no prior records management experience or knowledge

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COURSE DELIVERY

Online Live Attended

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COURSE LEVEL

Beginner
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COURSE LENGTH

Two half days live online delivery from 09:30 to 13:00
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PRICE PER PERSON

£375.00 excl VAT

Introduction to Records Management

Course Overview

Course Includes 

Access to For Your Information Client Portal and digital course content for 6 month, Optional For Your Information digital badge of achievement issued on course completion. 

Certification Award

6 hours CPD certificate available on completion

Prerequisites

None
  • Safeguard your brand by improving the competence and confidence of your staff.
  • Get instant access now and pay later with 30-day payment terms.
  • Multiple staff members can be booked or a date can be arranged to suit your schedule.

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  • Quality-assured training to get you feeling confident and competent while boosting your value.
  • Practical online training with a specialist and experienced trainer. 
  • Prove your skills development with CPD certificates available.

REQUEST CPD CERTIFICATE

  • This course can be delivered in-house and can be customised to suit your organisation’s needs.
  • Get training in all information governance disciplines.
  • We offer corporate training options for delivering a full information governance training programme for your team. 

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Course Description

Your organisation’s information has the potential to be a key business asset or a risk-laden liability – it’s all down to how it is managed.

The introduction to records management course will be delivered over two half-days online and is for anyone who has operational responsibility for managing their organisation’s records at corporate, service or business unit level but may not be familiar with records management principles and good practice. It is applicable to roles operating at corporate, service or business unit level or supporting a records management improvement project, within any organisation regardless of size or business sector.

The purpose of the course is to introduce key principles, concepts and practicalities of effective management of records to help your organisation reduce risk, increase value and improve performance and compliance by improving how they manage their information and records.

Interested in this course? 

Get started today for yourself or your entire team. See our schedule below.

Need a specific date or schedule for your team?

REQUEST A COURSE SCHEDULE 

Course Content

Context, principles and concepts

Definitions and principles

Business drivers and benefits

Legislation and standards

Requirements, rules and tools

Records life cycle; business classification schemes; file naming conventions; indexing and metadata; classification, security and vital records; retentions schedules; information audits and asset registers.

Rules and tools in practice

Improvement initiatives to business as usual as well as achieving consistent application in varied environments: physical records, digitisation, shared drives, Microsoft 365 and SharePoint, business systems and email.

Other considerations

Engagement, training and support as well as considerations for risk, compliance and performance management.

TKM & Associates proudly supports the Trussel Trust

This year, TKM and Associate’s chosen charity is the Trussell Trust, an organisation that supports food banks across the UK.

For each person who books a full or half-day course, we pledge £20; for a three-day booking it is £35 and for those who book the practitioner-level course we will donate £50.

We raised an amazing amount of almost £4k last year for the DEC Ukraine appeal through your support. Thank you!