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EasyUphillTRAININGCORPORATE DEVELOPMENT
Document & Records Management

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.

3 DaysIn-house or publicLive online available

Course outline

What this programme covers, module by module.

  1. 01Schedules written for paper, records living in systems
  2. 02Mapping where records actually live
  3. 03Translating a schedule into system level rules
  4. 04Configuring retention and deletion in applications
  5. 05Duplicates, copies and records in several systems
  6. 06Backups, archives and deletion that does not stick
  7. 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

DateCityDurationFeesBook
26 to 28 Oct 2026Pretoria3 DaysR13,000
9 to 11 Nov 2026Durban3 DaysR13,000
30 Nov to 2 Dec 2026Cape Town3 DaysR13,000
11 to 13 Jan 2027Johannesburg3 DaysR13,000
2 to 4 Feb 2027London3 DaysUS$1,500
12 to 14 Apr 2027Dubai3 DaysUS$1,500
8 to 10 Jun 2027Pretoria3 DaysR13,000

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