Introduction to Records Management

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

COURSE DELIVERY

Online Live Attended

COURSE LEVEL

Introduction

COURSE LENGTH

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

PRICE PER PERSON

£375.00 excl VAT

Introduction to Records Management

Course Overview

Course Includes 

Access to Tkm's Client Portal and digital course content for 6 months, optional 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.
  • Enquire about discounts for 5+ team members.
  • Multiple staff members can be booked for a specific date 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 Tkm Badges and CPD certificates.

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.

Book Introduction to Records Management today!

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

Find Course Dates

Can't find suitable course dates?

We frequently publish new course dates but if you don’t see any dates that work for you, make a request by getting in touch here.

If you’d like us to deliver this course in-house or in-person for your team, you can request here.

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 palliative care hospices

Throughout 2025, Tkm & Associates will be supporting the palliative care sector as our charity partners.

For every live attended course booking (public and in-house), practitioner and foundation online on-demand courses we receive, Tkm & Associates will credit 10% of the booking value into a pool to support information governance training for practitioners in the palliative care sectors. This will allow data protection officers, Caldicott Guardians, and records managers working in hospices and other parts of third-sector palliative care services to choose and book a range of our live and on-demand training at either heavily subsidised or no cost, depending on course choice.

When you choose Tkm & Associates as your information governance training partner, you are helping a key and under-resourced care sector.