The Documents and Records Management training course is based largely on the international standards and methodologies for implementing Records Management. This training course is ideal for records management professionals and administrators who need a comprehensive approach and guidance to planning, setting up and managing physical and electronic records within the organization. Delegates will receive a number of templates and frameworks to kick start their records management improvement. This training course is compulsory for any staff member who has been appointed to manage records, or who has been allocated those responsibilities.

• Understand the legal environment that surrounds records management and their responsibilities in terms of the law
• Make informed decisions relating to electronic records, and advise their organizations accordingly
• Conduct a records audit as a basis for developing a records management strategy
• Create and implement a records management roadmap and programme
• Use the DIRKS records management methodology in accordance with ISO 15489
• Understand the various standards applicable to records management
• Manage records on all formats
• Conduct an analysis of processes which impact on records management
• Develop a Business Classification Scheme or File Plan
• Implement a retention schedule
• Implement a systematic disposal programme to destroy or transfer records which no longer have value
• Understand the risks associated with various types of records media and protect against these risks.
• Understand Vital records, and implement a vital records plan
• Develop a change and communications plan.
• Implement an on-going audit and assessment programme.

• This Document and Records Management course is designed for:
  • Document controllers & administrators
  • Records management professionals
  • Senior registry officials
  • Departmental heads responsible for records management
  • Departmental/unit records coordinators
  • IT staff responsible for records management

• Introduction to Documents and Records Management
• Regulatory Environment and Strategy
• Change Management and Implementation
• Records Classification
• Disposal and Compliance Monitoring