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CPD Course
Archiving and Records Management
Develop practical knowledge and confidence in Archiving and Records Management. Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives...
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Course Description
Buying for a team?
Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in Archiving and Records Management.
Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Understand the core principles and practical approaches covered in Archiving and Records Management.
- Recognise situations where those approaches can improve workplace decisions or performance.
- Apply the course ideas more confidently in day-to-day professional situations.
Who is this course for?
This course is suitable for business professionals, administrators, managers and learners who want practical workplace skills they can apply immediately.
Course at a glance
- Format: self-paced online learning.
- Professional development: CPD course.
Every organization is responsible for maintaining records. The ability to create, organize, and maintain records and archives is essential to success. Correct records keeping will not only offer liability protection; it will also increase efficiency and productivity. To put it simply, maintaining records and archives will improve the bottom line.
With our Archiving and Records Management two hour course, participants will know how to classify records, define and maintain different systems, and develop a keen understanding of the importance of records management.
Completing this course will confer 2 CPD Credits towards internationally recognised Continuous Professional Development Requirements within organisations operating this kind of staff development methodology.
Course Outline
Module One: Getting Started
Module Two: Understanding Records
- What is Records Management?
- Defining Records
- Archives vs. Records
- Life Cycle
- Case Study
- Review Questions
Module Three: Management of Records
- What Is and Is Not a Record?
- Record Programs
- Management of Systems
- Developing Standards
- Case Study
- Review Questions
Module Four: Context (I)
- Techniques for Analyzing Records
- Collecting Information
- Organizational Needs
- Legal Demands
- Case Study
- Review Questions
Module Five: Context (II)
- Routine Process
- Creative Process
- System Analysis
- Records Survey
- Case Study
- Review Questions
Module Six: Classification
- Functionality
- Prioritize
- Assess and Review
- Develop a Tool
- Case Study
- Review Questions
Module Seven: Paper-Based Systems
- Arranging and Grouping
- Building Files
- Elementary & Intermediate
- Metadata
- Case Study
- Review Questions
Module Eight: Electronic Records
- Classifying
- Folders and Directories
- Groupings
- Metadata
- Case Study
- Review Questions
Module Nine: Hybrid Systems
- Routine Processes
- Creative Processes
- Design
- Limitations
- Case Study
- Review Questions
Module Ten: Appraisals & Systems
- Taxonomy of Values
- Macro Appraisal
- Strategy & Criteria
- Document & Review Decisions
- Case Study
- Review Questions
Module Eleven: Record Maintenance
- Paper
- Electronic
- Create Archives
- Conversion
- Case Study
- Review Questions
Continue your learning
Part of this learning pathway: Administrative Skills
Course pathway: eBSI SME Academy > Administrative Skills > Archiving and Records Management
Explore more Administrative Skills training or return to the eBSI SME Academy.
Your questions, answered
Does the course include a certificate?
The course assessment leads to a downloadable digital PDF CPD Certificate of Completion. See the course description for the CPD credits awarded.
What is CPD?
CPD stands for Continuing Professional Development. It is the ongoing learning that helps you maintain and develop the knowledge and skills you use in your work. Courses, workshops and other learning activities can contribute to your CPD record.
Can I ask a question before enrolling?
Book a free video consultation to discuss your goals and course choice.