Records Management 1: Essential Concepts & Principles

 

Available in the Classroom, by Microsoft Teams and via eLearning

 

PDP Training - Classroom sessions

PDP Training - virtual sessions

PDP Training - eLearning courses

 


 

Records Management 1

 

Course Overview:

Organisations face increasing pressure to manage their records according to statutory and business requirements. As the use of electronic records and the deployment of electronic document and records management systems continue to increase, the core skills of the person responsible for records management become ever more important to the organisation. In many cases, appropriate data protection and FOI compliance will depend upon a good records management system.

This invaluable training session, led by Claire Johnson, examines core concepts of good records management practice.

Records Management 1 provides a thorough introduction into the fundamental concepts and principles of records management, including:

  • introduction - basic concepts
  • records management tools
  • records lifecycle approach
  • designing a file plan
  • records destruction
  • legal framework / compliance
  • management of electronic records and email

Delegates who attend the Classroom sessions are encouraged to share their own experiences and ask questions throughout the day.

This course, taken together with Records Management 2 and Records Management 3, provides a thorough understanding of the entirety of the Records Management process.

This course can be used as credit towards gaining the Practitioner Certificate in Records Management.

 
Course Trainer

Claire Johnson

Claire Johnson
Records Management
Consultant
 

Trainer's biography
and other courses
by this Trainer

Upcoming Training Dates
Virtual-LIVE (Teams)Monday, 03 March 2025
London (Classroom)Wednesday, 04 June 2025
Virtual-LIVE (Teams)Wednesday, 18 June 2025
Virtual-LIVE (Teams)Monday, 15 September 2025
Virtual-LIVE (Teams)Monday, 10 November 2025
Edinburgh (Classroom)Monday, 08 December 2025


Additional Information:

- Classroom/Virtual sessions run 10.00am to 4.00pm
- Hardcopy course materials provided for all training formats
- Classroom Training includes a sit-down lunch & refreshments
- eLearning available to start immediately



Training Fees:

- Classroom - £625.00 plus VAT
- Virtual-LIVE (Teams) - £525.00 plus VAT
- eLearning - £395 plus VAT

Classroom/Virtual-LIVE
10% discount for second and subsequent delegates

eLearning:
15% discount for second and subsequent delegates


Who should attend:
Records Managers, Archivists, Office Managers, Information Managers, Data Protection Officers, Records Management Officers, Compliance Officers, Freedom of Information Officers, Company Secretaries, Administrators, Database Managers, and others.

 

 

Practitioner Certificate in Data Protection (PC.dp.)

 

Practitioner Certificate in Freedom of Information (PC.foi.)

 

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Course Testimonials


“Thanks to Claire and the team for facilitating an absorbing introduction to Records Management, which I found to be engaging and helpful to my role in supporting our internal records management processes.”
Tom Einzig
NHS Blood and Transplant


“An excellent foundation for understanding Records Management. A well-paced introduction to the key points when approaching for the first time.”
Gail Thomas
Cardiff University


“The course is an excellent first step into Records Management, and will be an invaluable reference to look back on.”
Jonathan Jarman
Port of Cromarty Firth


“Very good grounding in all things record keeping - from the ground up!”
Robert Haddow
Crestbridge Ltd, Jersey


“Good solid eLearning course that takes you through all the basics of RM”
Christopher Wood
Nursing & Midwifery Council


“Compared to a classroom environment I found working from home a more relaxed experience. The trainer spoke clearly, I was able to take breaks when I felt I needed and learn at my own pace. An email address was supplied for any questions I might have had following the course. Plus no travelling...”
Susan Richmond
DVLA


“This course has given me a thorough understanding of Records Management Standards and Principles in an easy format that I could follow and relate to my organisation and role!”
Yvonne Tolladay
Black Country Healthcare NHS Trust


“The eLearning course is presented really well. I like the structure of the training. It enabled me to really focus on the information presented in the video without having to also take notes at the same time.”
Lauren Cook
Bristol City Council

“Excellent eLearning course, which provides a great baseline understanding of Records Management and how to implement a successful Records Management Programme.”
Tom Hamilton
West Lindsey District Council


“I enjoyed the eLearning course tremendously, can’t wait to start number 2!!!”
Heidi Robinson
NHS England


“I thought the eLearning course was an excellent introduction into records management. Really good use of presentations i.e. use of video and documented information.”
Neil Hetherington
LLWR Ltd


“A good overview of the principles and main considerations in relation to RM.”
PSNI

“The knowledge of the trainer was excellent.”
Lindsay Campbell
Standard Life


“Extremely useful. Would recommend this course. Thanks very much.”
Jemma King
Public Health England


“I am going back with a lot of helpful information.”
Bethany Lancaster
YBS Group


“As a new person in Records Management, I found the course suited my level of knowledge. Felt encouraged to participate”
Kathryn Ward
DVLA


“Very informative and gives new focus to records management tasks.”
Rachel Macleod
Shetland Islands Council


“I found the course very useful. Now to implement what I have learned at work.”
Rhona Scott
Perth & Kinross Council


“Very enjoyable.”
Mario Madden
Northern Ireland Policing Board


“Very helpful and thought provoking. Good to know that the problems I’m encountering are well-recognised. I’m not alone!”
Carol McDivitt
Crown Office & Procurator Fiscal Service


“Thanks to John for an informative session”
Mary Clark
Buckles Solicitors LLP


“Very engaging trainer with a broad knowledge and extensive experience”
Dan Palmer-Dunk
University of Hull


“Excellent”
Helen Martin
DSTL


“I thought it was excellent all round”
Regan Smyth
Mutual Energy Ltd


“The trainer is knowledgeable and approachable. The venue facilities are excellent.”
Dawn Chapman
Leeds City Council


“Very informative, excellent knowledge and use of experience. Thoroughly enjoyed this course.”
Dan Palmer-Dunk
National Grid


“Great trainer! Very knowledgeable, and has a great way of keeping everyone engaged.”
Susan Dunlop
Financial Conduct Authority


“Excellent!”
Monica Murariu
HM Treasury

 

 

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