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FYI & Tkm Course Catalogue

Introduction to Records Management

Introduction to Records Management

Regular price £375.00 GBP
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If you are booking multiple delegates on a course, please add their contact details to the order notes.

  • Basic level course suitable for those with little or no prior records management experience or knowledge   
  • 6 hours of continuous professional development (CPD) 
  • Two half days live online delivery from 09:30 to 13:00 
  • 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.     

For further information about this course, please contact us. 

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The course content and any assessments are broadly equivalent to learning at a level 3 to 4 on the Scottish Credit and Qualifications Framework (SCQF).

Course Overview

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.

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.

  • "Heather was clear, gave really good examples, included everyone." Anonymous, February 2024

  • "Yes, excellent overview of RM providing valuable insights and knowledge." Anonymous, June 2023

  • "Heather was great and managed to give a lot of information in a fun way. Her love of what she does was infectious, and I found myself more interested in records management than I originally anticipated! And of course, the grand finale – The Song. Just finished the course off in a truly memorable way." Lorraine Docherty, Caledonian Maritime Assets, February 2023.