Records Management Fundamentals
Records management determines whether an organisation can find what it needs, prove what it did and dispose of what it should not keep. This course covers the principles and practical systems that make that possible.
Course outline
What this programme covers, module by module.
- 01What makes something a record and why the distinction matters
- 02The records life cycle from creation to disposal
- 03Classification schemes and file plans
- 04Retention schedules and the basis for retention decisions
- 05Storage, access control and tracking
- 06Vital records identification and protection
- 07Auditing records practice and reporting compliance
What you will gain
- Distinguish records from ordinary documents and information
- Build and apply a records classification scheme
- Establish retention and disposal schedules
- Control records through their full life cycle
- Protect vital records and plan for their recovery
- Audit records practice and report on compliance
Who should attend
- Records managers and officers
- Registry and filing staff
- Administrators responsible for filing systems
- Compliance and governance staff
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 26 to 28 Oct 2026 | Durban | 3 Days | R13,000 | |
| 9 to 11 Nov 2026 | Cape Town | 3 Days | R13,000 | |
| 7 to 9 Dec 2026 | Johannesburg | 3 Days | R13,000 | |
| 11 to 13 Jan 2027 | London | 3 Days | US$1,500 | |
| 1 to 3 Feb 2027 | Dubai | 3 Days | US$1,500 | |
| 5 to 7 Apr 2027 | Pretoria | 3 Days | R13,000 | |
| 8 to 10 Jun 2027 | Durban | 3 Days | R13,000 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Document & Records Management
- Formats
- In-house, public, online
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