Document & Records Management training courses
Keep information findable, defensible and properly disposed of across its whole life.
Delivered in-house at your premises, as public sessions in Johannesburg, Cape Town, Durban, Pretoria, Dubai and London, or live online. Courses run 2 Days, 3 Days, 5 Days, from R10,000 per delegate.
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.
Electronic Document Management Systems
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.
Records Retention and Disposal Policy
Keeping everything is as risky as keeping nothing. This course shows participants how to build a retention schedule grounded in legal requirement and business need, and how to dispose of records defensibly.
Information Governance and Classification
Information governance sets who owns information, how it is classified and what may be done with it. This course builds the framework and the classification scheme that give those decisions structure.
Digitisation and Scanning Programmes
Digitisation projects frequently produce unusable images and unsearchable files. This course covers the planning, capture standards and quality control that make a scanning programme deliver something worth having.
Registry and Filing System Design
A registry is the operational heart of an organisation's paperwork. This course covers the design and running of a registry, from file plan and tracking through to correspondence handling and staff routines.
Access to Information and Disclosure Requests
Requests for access to records arrive with deadlines and legal consequences. This course covers how to receive, assess and answer them correctly, including the grounds on which access may lawfully be refused.
Business Continuity for Records and Information
When a fire, flood or system failure hits, the records an organisation cannot replace determine how quickly it recovers. This course covers identifying vital records and building the protection and recovery arrangements around them.
Knowledge Management in Organisations
Organisations lose expertise every time an experienced person leaves. This course covers capturing what people know, making it findable and building the habits that keep knowledge circulating rather than sitting in inboxes.
Metadata and Taxonomy Design
Search fails when content was never described consistently. This course covers designing metadata schemes and taxonomies that people can apply without training, and that make retrieval reliable at scale.
Contract and Legal Records Administration
Contracts are worthless if the executed version cannot be found or key dates pass unnoticed. This course covers the registers, storage and alerting that keep an organisation in control of its own agreements.
Managing Shared Drives and Collaboration Spaces
Shared drives and team sites accumulate duplicates and abandoned folders until nobody trusts them. This course covers cleaning up an existing mess and imposing a structure that survives contact with everyday use.
Data Migration and System Decommissioning
Retiring a system is where records are most often lost. This course covers planning a migration, proving that data arrived intact and decommissioning the old system without stranding information that must be kept.
Email Management and Retention
Email holds a large share of an organisation's decisions and almost none of its records discipline. This course covers deciding which messages are records, capturing them properly and applying retention without asking staff to file everything.
Scanning Bureau and Outsourced Digitisation
Sending records offsite for scanning transfers custody of material you are still accountable for. This course covers specifying the work, controlling the handover and verifying what comes back.
Records Management for Human Resources
Personnel files carry sensitive information, long retention periods and strict access limits. This course covers structuring employee records, controlling access and disposing of them lawfully when the time comes.
Case File Management for Service Organisations
Organisations that work case by case, from clinics to legal aid to social services, live or die on file discipline. This course covers structuring case files, tracking them through their life and closing them properly.
Managing a Records Centre or Storage Facility
A records centre holds material nobody looks at until they urgently need one box. This course covers laying out storage, running accessions and retrievals, and controlling the environment that determines how long paper survives.
Managing Legal Discovery and Disclosure
When litigation arrives, an organisation must find and preserve everything relevant, quickly and without destroying anything. This course covers running discovery from the moment a claim becomes foreseeable.
Forms Design and Data Capture
Badly designed forms generate errors that everyone downstream has to fix. This course covers designing forms that people complete correctly the first time, on paper and on screen.
Information Audits and Records Surveys
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.
Managing Photographic and Audiovisual Records
Photographs, recordings and video accumulate with no metadata and become unusable within a few years. This course covers cataloguing and preserving audiovisual material, including the consent it often requires.
Metadata Standards and Interoperability
Information becomes findable when it is described consistently, and systems can only exchange records when they describe them the same way. This course covers metadata standards and applying them across systems.
Managing Contracts and Agreements as Records
Contracts are frequently signed, scanned and lost, leaving nobody able to prove what was agreed. This course covers holding agreements as records that can be found and relied on years later.
Cloud Storage Governance for Records
Records moved to cloud storage often lose the controls they had on paper or on a managed drive. This course covers governing records held in cloud services.
Retention Schedules for Financial Records
Financial records carry retention periods driven by tax, audit and company law that differ from other records. This course covers building and applying schedules for financial information specifically.
Appraisal and Disposal Authorisation
Destroying records is irreversible, so the decision needs evidence and authority behind it. This course covers appraising records for value and authorising disposal properly.
Freedom of Information Officer Duties
The officer responsible for access requests carries personal duties and statutory deadlines. This course covers what the role requires day to day and how to discharge it without exposing the organisation.
Archive Facility and Storage Management
An archive is a building with an environment, a security regime and a retrieval promise, and most are judged only when something cannot be found. This course covers running the physical store.
Classification Schemes for Government
Public bodies file against functions that outlast the departments performing them. This course covers building a functional classification scheme that survives restructuring.
Records Digitisation Business Case
Digitisation projects are approved on enthusiasm and abandoned when the invoices arrive. This course covers building a business case that is honest about cost and clear about the benefit.
Digital Preservation File Formats
Files saved today become unreadable when the software that created them disappears. This course covers choosing formats that survive and migrating holdings before they are stranded.
Litigation Hold Notification Process
A hold that is issued but not understood or enforced fails at exactly the moment it is tested. This course covers issuing holds that people act on and proving they did.
Physical File Tracking Systems
Paper files still carry decisions, and a file nobody can locate is functionally lost. This course covers tracking physical records through the hands they pass through.
Building a Records Awareness Campaign
Records policy fails when staff have never understood what it asks of them. This course covers building awareness that changes filing behaviour rather than adding another policy nobody reads.
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.
Mail Room Operations and Dispatch
Incoming post carries contracts, notices and legal service, and a letter that sits in a tray for three days can cost a deadline. This course covers running a mail room that moves items to the right hands quickly and provably.
Court and Tribunal File Preparation
A bundle that is badly paginated or missing a document wastes court time and damages the case it supports. This course covers preparing files and bundles to the standard courts and tribunals expect.
Land and Title Deeds Registry Practice
Title records determine who owns what, and an error in the register creates disputes that outlive everyone involved. This course covers maintaining land and deeds records accurately.
School and Student Records Administration
Student records follow a person for decades and are relied on for admission, employment and immigration. This course covers maintaining them accurately and releasing them lawfully.
Membership and Subscriber Records
Member organisations bill, vote and communicate off a register that decays as people move, lapse and rejoin. This course covers keeping a membership register accurate enough to rely on.