"From Chaos to Clarity — Master the Art of Records Management."

Unleash Efficiency, Command Control, and Archive with Authority — Transform Your Filing Game and Future-Proof Your Organisation Today

Cut through the clutter. This dynamic Filing and Archiving course empowers you to streamline systems, protect vital information, and unlock operational brilliance. Learn how to classify, maintain, and appraise records like a pro — whether paper-based, electronic, or hybrid. Gain control over chaos, sharpen your organisational edge, and build bulletproof systems that scale with you. If efficiency, compliance, and confidence in your records are your goal — this course delivers. Learn it. Master it. Archive it.
Enroll Now

Learning Objectives

By the end of this course, you will be able to:

  • Understand the definition and significance of records and archives in organizational operations.

  • Differentiate between types of records and establish standards for effective records management systems.

  • Analyze records in their legal and operational context to inform storage and compliance practices.

  • Implement both routine and creative records processes for comprehensive documentation strategies.

  • Use functional classification systems to prioritize and organize records effectively.

  • Develop and maintain efficient paper-based filing systems tailored to organizational needs.

  • Classify and manage electronic records using metadata, directories, and search-based systems.

  • Design and manage hybrid systems that integrate both physical and electronic recordkeeping.

  • Apply appraisal techniques to determine record retention, disposal, or archiving.

  • Execute best practices in record maintenance, risk management, and digital file conversion.

Course curriculum

    1. Welcome!

    2. Overview

    3. Learning Goals

    1. Overview

    2. Introduction to Records Management

    3. What Are Records?

    4. Distinguishing Archives from Records

    5. The Records Life Cycle

    6. Worksheet: || Document Life Cycle

    7. Scenario Exploration

    8. 2 || Review Questions

    1. Overview

    2. Identifying What Counts as a Record

    3. Worksheet: || What Counts as a Record?

    4. Implementing Records Programs

    5. Managing Recordkeeping Systems

    6. Worksheet : || Tools for Document Management

    7. Creating and Applying Standards

    8. Scenario Exploration

    9. 3 || Review Questions

    1. Overview

    2. Methods for Analyzing Records

    3. Gathering Key Information

    4. Aligning with Organizational Objectives

    5. Worksheet: || SWOT Analysis for Records Management

    6. Understanding Legal Requirements

    7. Scenario Exploration

    8. 4 || Review Questions

    1. Overview

    2. Routine Operational Processes

    3. Creative and Strategic Records Use

    4. Analyzing Systems and Structures

    5. Conducting Records Surveys

    6. Scenario Exploration

    7. 5 || Review Questions

    1. Overview

    2. Understanding Functional Classification

    3. Worksheet: || Functional Analysis of Your Department

    4. Setting Priorities in Records Management

    5. Worksheet: || Organization-Wide Functions

    6. Evaluating and Improving Systems

    7. Designing a Classification Tool

    8. Scenario Exploration

    9. 6 || Review Questions

About this course

  • $50.00
  • 87 lessons

  • Study Model

    Self-Paced

  • Duration

    4 – 5 hrs

  • Accreditation

    CPD Accredited Certificate Included

  • Skill Level

    Beginner - Intermediate