Records Management and Records Retention

Course Code: ADOM 1113

18 Course Visits

Course Sector:

Administration and Office Efficiency

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Course Dates and Locations

Choose a date and location to book your seat

No.

Date

Days

Location

Fees

Enrollment

15 - 19 Sep 2025

5 Days

Abu Dhabi, UAE

$4,250

03 - 07 Nov 2025

5 Days

Los Angeles , USA

$5,950

Introduction

Training course introducion / brief

What does Records Management mean? Records Management is an area of management responsible for the well-organized and systematic control of the creation, retention, conservation, utilization, and disposition of records.

The process also includes obtaining and retaining data and information that arises from those records and other business transactions. Records Retention is part of Records Management.

The employees of your organization may be spending excessive time on file retrievals, document maintenance, and scanning, and document disposition than they really should. Without the frequent scrutiny of your records, such enormous volumes of records and data become practically impossible to manage.

In addition to data overload, increasing compliance regulations is another reason why records management is becoming imperative for many companies. Records management procedures and records retention policies that are not in place can result in unnecessary audits and loss in productivity of work.

Many businesses tend to be more reactive to such situations than being proactive when it comes to implementing records management systems for managing their records and data. Cases of lost records, misuse of information, and leaks of confidential information may give rise to legal consequences. This can also result in a loss of trust among business clients and customers.

We have designed this training program on Certificate in Records Management and Records Retention Training Course. This training program is crucial for office administrators and records management professionals because this function has become ever more important from digital documents to storing physical records in record management vaults.

With the increase in uncertainty, organizations are more and more focused on business continuity plans and risk-mitigation plans that require major support of structured data and records management. Records Management can empower your organization to be more profitable, more compliant, and even decrease operational costs.

Training Methodology

We have developed this training program on Records Management and Records Retention to be a very insightful and practical learning experience for professional office administrators and records management specialists.

This program is as per the industry standards and is very updated in its content. Global best practices and techniques of Records Management will be discussed as case studies, practical scenarios, organizational experiences, strategies, and other adult-learning methods to achieve the learning objectives.

This workshop encourages group participation and involvement. Depending on your current organizational challenges, a customized program can be designed to meet learning requirements.

We follow the Do–Review–Learn–Apply Model in all our training programs, including a pre-course and post-course assessment to ensure your learning objectives are met.

Learn comprehensive knowledge of records and archives management
Understand how to monitor and have effective control of the movement of records
Create and implement a records management roadmap and framework
Learn the skills to manage and preserve records
Obtain knowledge on how to digitalize and manage electronic records
Manage the process of digitalizing records and archiving electronic files
Learn the usage of Records management software and technologies
Understanding retention processes and setting retention schedules
Implement a compliant records destruction process
Understand the different types of records and the risks associated with it
Implement effective audit and compliance programs
Understand the various records management standards
Have an awareness of the legal environment and ethical issues that may arise
Learn the best practices and tools for record management

Archive Managers
Records Management Specialists
Information Technology Staff
Auditors and Compliance Officers
Quality Control Specialists
Document Controllers & Administrators
Registry Officers
Departmental records coordinators
Information Governance Professionals
Knowledge Managers
Operations Managers
Librarians

Module 1: Document and Records Management

Definitions and Core concepts: Archival terminology
Evolution of Documentation and Archiving
Understanding Documents and Records
Archiving
Identification of Documents
Tracking of Records
Managing security classified records
Digital preservation

Module 2: Records Lifecycle

Lifecycle of Records
Capture of records
Registration of records
Classification of records
Storage of records
Access to records
Secure Destruction
Record life cycle management: Best practices

Module 3: Records Management Compliance and Standards

Records Management and Archival Standards
Legislation Governing Records Management
Information Governance
Generally Accepted Recordkeeping Principles (GARP)
Conducting records audit using GARP
Implementing Standards: ISO30300, ISO30301, ISO15489
DIRKS System (Developing and Implementing a Record Keeping System)
Creating policies and procedures
Review Information Security ISO27001

Module 4: Records Management Responsibilities and Functions

Role and Responsibilities of a Records Manager
Creating records management audit register
Creating filing plans and metadata plans
Creating Retention schedules
Understanding security and compliance
Communications and change management
Setting-up a robust Records Management framework

Module 5: Classification of Records: Defined

Paper-based records
Cartographic records
Audiovisual records
Caring for magnetic media
Magnetic tapes
Diskettes Optical media
Micrographic records
Audio-visual records
Scanned images
Digital signatures

Module 6: Creation of Records

Complete and accurate records
Segregation of documents and records
Applying security classification
Active and Inactive Records
Filing Systems and Naming Conventions
Indexing and capturing data
File Storage and Tracking

Module 7: Records Storage

Storage Facility
Safety and Security Standards
Preservation standards
Long-term preservation
Storage requirements for different kinds of records
Advantages and disadvantages of cloud storage

Module 8: Records Retention

Complete and up-to-date inventory
Operations management: Process
Records retention and destruction schedule
Legal and Functional Requirements
Disaster recovery plan
Records Retention Policy
User Training and Technology Automation

Module 9: Destruction and Termination of Records

Retention and Disposition
Vital documents protection plan
Creating retention schedules
Records disposal implementation
Records management process documentation
Approval and Permissions to destroy
Destruction of records
Transfer/Movement of Records
Compliance, Monitoring, and Auditing of secure destruction
Proof of termination

Module 10: Records Management Systems

Electronic Document Records Management Systems (EDRMS)
Electronic Recordkeeping System (ERKS)
Electronic Records Management and Scanning
Implementation issues of ERM and ERKS
Records Management Policy

Boost certificate of completion

BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.

ENDORSED EDUCATION PROVIDER

Flexible deadlines

Customized dates accordance to your schedule

Shareable Certificate

Earn certificate upon completion

COURSE METHODOLOGY

Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).

At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.

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