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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management
Information Audits and Records Surveys
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
You cannot manage information you have never inventoried. This course covers surveying what an organisation holds, where it sits and who owns it, as the foundation for any records programme.
What you will be able to do
- Plan an information survey with realistic scope
- Identify holdings across physical and digital locations
- Record volume, format, condition and ownership
- Assess value, risk and retention status
- Report findings so they lead to action
- Repeat the survey efficiently over time
Who should attend
- Records and information managers
- Compliance and governance staff
- Project teams starting records programmes
- Departmental record custodians
Course outline
01
Why every records programme starts with a survey
02
Planning scope, method and departmental engagement
03
Finding holdings across physical and digital locations
04
Recording volume, format, condition and ownership
05
Assessing value, risk, duplication and retention status
06
Analysis and reporting that leads to action
07
Repeating the survey efficiently over time
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 2 to 4 Nov 2026 | Johannesburg | 3 Days | R13,000 |
| 16 to 18 Nov 2026 | London | 3 Days | US$1,500 |
| 7 to 9 Dec 2026 | Dubai | 3 Days | US$1,500 |
| 11 to 13 Jan 2027 | Pretoria | 3 Days | R13,000 |
| 15 to 17 Feb 2027 | Durban | 3 Days | R13,000 |
| 26 to 28 Apr 2027 | Cape Town | 3 Days | R13,000 |
| 5 to 7 Jul 2027 | Johannesburg | 3 Days | R13,000 |
Fees exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za