Retention Rules in Business Systems
Retention schedules written for paper are rarely applied inside the systems where records now live. This course covers implementing retention in line of business applications.
Course outline
What this programme covers, module by module.
- 01Schedules written for paper, records living in systems
- 02Mapping where records actually live
- 03Translating a schedule into system level rules
- 04Configuring retention and deletion in applications
- 05Duplicates, copies and records in several systems
- 06Backups, archives and deletion that does not stick
- 07Verification, evidence and demonstrating it to an auditor
What you will gain
- Map where records actually live across systems
- Translate a schedule into system level rules
- Configure retention and deletion in applications
- Handle records that exist in several systems
- Verify that deletion actually happened
- Evidence system retention to an auditor
Who should attend
- Records managers and information governance staff
- IT and application administrators
- Compliance officers
- Business system owners
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 26 to 28 Oct 2026 | Pretoria | 3 Days | R13,000 | |
| 9 to 11 Nov 2026 | Durban | 3 Days | R13,000 | |
| 30 Nov to 2 Dec 2026 | Cape Town | 3 Days | R13,000 | |
| 11 to 13 Jan 2027 | Johannesburg | 3 Days | R13,000 | |
| 2 to 4 Feb 2027 | London | 3 Days | US$1,500 | |
| 12 to 14 Apr 2027 | Dubai | 3 Days | US$1,500 | |
| 8 to 10 Jun 2027 | Pretoria | 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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An electronic document system succeeds or fails on how it is configured and adopted, not on the software chosen. This course covers structure, metadata, workflow and the migration and adoption work that makes a system usable.
Archives and Long Term Preservation
Material of enduring value needs more than storage: it needs appraisal, description and active preservation. This course covers archival practice for both physical and digital holdings, including the formats and media that decay fastest.


