Records Management

Records management in the UK refers to the process of organising, storing, and maintaining records throughout their lifecycle, ensuring that information is accurate, accessible, and properly disposed of when no longer needed.

Robust record management involves policies, procedures and systems that help organisations manage data records efficiently, as well as confirms compliance with legal, regulatory and best practice standards.

Our records management training aims to enable all information governance personnel, and staff managing data, to feel comfortable with all manners of the process of managing information.

Why join our records management course? 

• Understand why records management should be at the top of the priorities list for any organisation.
• Discover who is responsible for records management and why management should be thorough.
• Learn how to manage records in a straightforward way, staying compliant with legislative expectations. 
• Discuss tools needed to support records management, through people, technology and adequate processes.
• Explore options specific to your organisations with thorough teaching and case studies to apply in action. 

What will we cover? 

• Who is responsible for records management?
• Why is records management important?
• What classifies as a record?
• What do organsations record and what type of data is it?
• What is data management as a concept?
• What are the key terms of record management?
• What legislation applies to records management and how do you stay compliant?
• What are the legal bases for record management?
• What documentation is needed, and how is it best to complete it?
• What happens in case of a data breach?
• What is the right of access – and how does this apply to records management?
• What is the data security and protection toolkit (DSPT) and how does this impact records management?

Online Training

• Facilitated via Microsoft ‘Teams’ (2.5 hours duration with 30 additional minutes for questions).
• Our core presentation will be issued to delegates at least 4 working days in advance.
• We recommend that you study the course materials prior to the session, so you can highlight any areas that you may be specifically unsure of, or if you any specific issues/scenarios that you may want to discuss. Where possible these will be blended into the session.

After the session, time should be spent reflecting and consolidating training learnt into a development plan.

If you are interested in this course, please check our online training availability to the right or contact us for more information.