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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Document & Records Management

Records Management Fundamentals

Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview

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.

What you will be able to do
  • 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
Course outline
01
What makes something a record and why the distinction matters
02
The records life cycle from creation to disposal
03
Classification schemes and file plans
04
Retention schedules and the basis for retention decisions
05
Storage, access control and tracking
06
Vital records identification and protection
07
Auditing records practice and reporting compliance
Upcoming public sessions
DatesVenueDurationFee per delegate
26 to 28 Oct 2026Durban3 DaysR13,000
9 to 11 Nov 2026Cape Town3 DaysR13,000
7 to 9 Dec 2026Johannesburg3 DaysR13,000
11 to 13 Jan 2027London3 DaysUS$1,500
1 to 3 Feb 2027Dubai3 DaysUS$1,500
5 to 7 Apr 2027Pretoria3 DaysR13,000
8 to 10 Jun 2027Durban3 DaysR13,000
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