Records Management Training

Records Management Training

Master records management: Learn file plans, compliance, and disposal. Develop efficient systems, manage registries, ensure legal adherence, and enhance organizational efficiency through effective record-keeping practices.

Please inquire for pricing | Available Online and In-class

Date Venue Duration
02 - 04 September 2026 Sandton 3 Days
04 - 06 November 2026 Sandton 3 Days

Course Introduction

Records Management encompasses the strategic handling of information resources, ensuring they are accessible, securely protected, organized, and disposed of when no longer necessary for administrative purposes. This Records Management Training course delivers foundational knowledge of records management, tailored to employees in office and administrative environments. Participants will gain insights into essential record management principles and how to implement them effectively in daily operations, ensuring compliance with legislative requirements.

 

This short learning programme delves into the key protocols and practices that shape the life cycle of a record, from creation to disposal. It provides a comprehensive overview of record documentation standards, proper disposition practices, and available support systems. Through this Records Management Training course, learners will discover how organized records management improves team efficiency, supports seamless workflows, and fosters an accountable information environment.

Course Objectives

Purpose of the Course

This Records Management Training aims to impart practical knowledge of legislative requirements related to the management and retention of business records. Participants will learn to competently compile, update, and maintain record-keeping systems in office settings, recognize various types of business records, and handle sensitive information appropriately.

 

Learning Objectives

Upon completing this Prospen Records Management Training course, participants will be able to:

  • Understand the significance of information retention for organizational success and compliance.

  • Identify and categorize types of records specific to various business sectors.

  • Efficiently locate and provide records upon request.

  • Develop, update, and maintain an effective record-keeping system.

  • Ensure organizational compliance with National Archives requirements.

  • Deliver improved service to stakeholders, enhancing workforce motivation and competency.

Who should attend?

This Records Management Training course is ideal for administrators and assistants managing records, as well as professionals seeking to enhance their records management skills or transition into this field. Relevant participants include:

  • Archive Managers

  • Records Management Specialists

  • IT Staff engaged in data handling

  • Auditors and Compliance Officers

  • Quality Control Specialists

  • Document Controllers and Administrators

  • Registry Officers

  • Departmental Records Coordinators

  • Information Governance Professionals

  • Knowledge Managers

  • Operations Managers

  • Librarians

IT and Records Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

In addition to a broad range of relevant topics, the course will prioritize:

  • Roles and Responsibilities: Defining the functions of records managers/officers within South African public bodies.

  • File Plan Development: Constructing a file plan in alignment with National Archives requirements.

  • Registry Management: Establishing necessary registry registers and handling records lawfully.

  • Records Care and Disposal: Guidelines for appropriate records care and lawful disposal.

  • Record-Keeping and Information Management Procedures: Practical processes for daily operations.

  • Key Legislation and Regulatory Requirements: Overview of the legal framework governing records management.

  • National Archivist Oversight: Understanding the roles of the National Archivist and staff.

  • Penalties and Compliance: Awareness of offences, penalties, and compliance expectations.

  • Records Manager Competencies: Skills essential for effective records management.

  • Stakeholder Relations: Engagement and service delivery for records management stakeholders.

  • Filing Systems: Setting up new filing systems, indexing, centralized and decentralized filing.

  • File Plan Design: Development and maintenance of effective file plans.

  • Mailing Procedures: Effective mailing and registry processes, including categories of records and the importance of the mail room.

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