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FYI & Tkm Course Catalogue

Introduction to Records Management

Introduction to Records Management

£375.00 GBP
£375.00 GBP
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Product Overview
  • Basic course level suitable for those with little or no prior records management experience or knowledge  
  • 6 hours of continuous professional development (CPD)
  • Two half days online delivery (see available dates above)    
  • Access to digital course materials   
  • Access to FYI Client Portal for 1 year. 
  • Optional For Your Information badge of achievement issued on course completion.    

For further information about the course, please see the FYI Website. 

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Level: Basic
Our introductory courses are perfect for those who are new to the information governance sector or looking to refresh their knowledge. The content covered in this series introduces you to basic concepts, enabling you to begin to apply your skills in the workplace, as well as providing the foundation knowledge to advance to our higher-level courses.  

All introductory courses offer a basic level of training with up to 6 hours of continuous professional development (CPD) recognised with a digital badge.  

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.

Reviews

  • "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.

  • "Heather set a nice tone to the training, it was not stiff or overly formal. This was great as it allowed us all to comfortably participate and interact throughout...this was much more engaging and I took away a lot from the training".
    Anonymous May 2022.

  • "I liked the slides and the pace of delivery. What could have been a very dry subject came across very interesting and relevant".
    Anonymous, November 2022.