Records Management 1: Essential Concepts & Principles


This course is available by: Classroom, Virtual-LIVE and eLearning


This course can be attended on an in-person basis at dedicated training venues (the yellow box below lists the upcoming dates and cities). There are ample opportunities to network with other delegates during coffee breaks and at the sit-down lunch.
Classroom Training Courses

Virtual-LIVE (WEBEX)

For those who prefer undertaking LIVE training remotely, PDP’s virtual courses allow delegates to interact directly with the trainer and to participate in group activities, mirroring the typical structure of Classroom sessions.
Virtual Training Courses


PDP’s eLearning courses are facilitated via a dedicated learning platform using videos, supplementary documentation and multiple choice self-assessment questions. The content can be viewed at any time allowing delegates to train around other commitments. Find out more information on PDP’s 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 John Wilson, 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

Trainer's biography
and other courses
by this Trainer

Upcoming Training Dates
Virtual-LIVE (Teams)Monday, 07 October 2024
London (Classroom)Wednesday, 20 November 2024
Virtual-LIVE (Teams)Monday, 02 December 2024


- Classroom - £595.00 plus VAT
- Virtual-LIVE (WEBEX) - £495.00 plus VAT
- eLearning - £395.00 plus VAT

Additional Information:

- Classroom/Virtual-LIVE - 10.00am to 4.00pm
- eLearning - on-demand training available immediately

Discounts available:
Classroom / Virtual-LIVE:
10% discount for additional delegates for this course when booked together

20% discount for additional delegates booked together (up to 5). Group Licences also available

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

“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

“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

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

“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

“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

Helen Martin

“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

Monica Murariu
HM Treasury