Records Management 1: Essential Concepts & Principles

This Course is available in the Classroom or via eLearning


Throughout the year, this course runs in-person at dedicated training venues throughout the UK (list of upcoming cities outlined in yellow box below). There are ample opportunities to network with other delegates during coffee breaks and at the sit-down lunch. To place a booking, select your chosen course date using the 'Book Now' Button


The eLearning version of this course is facilitated via a dedicated online learning platform utilising videos, supplementary documentation and self-assessment questions. To place a booking, select the 'eLearning' option using the 'Book Now' Button


Course Overview

Training course carries 5 hours CPD pointsOrganisations 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

John Wilson, Director, Mosaic

John Wilson,
JMW Mosaic

Trainer's biography
and other courses
by this Trainer

Course Information
ManchesterMonday, 22 November 2021
LondonWednesday, 08 December 2021
LondonWednesday, 09 February 2022
GlasgowTuesday, 01 March 2022
ManchesterWednesday, 18 May 2022
CardiffTuesday, 28 June 2022
BelfastTuesday, 27 September 2022
EdinburghWednesday, 26 October 2022
ManchesterTuesday, 22 November 2022
LondonMonday, 05 December 2022

Classroom - 10.00am to 4.00pm (lunch included)


eLearning - delivered via dedicated online platform

£485 + VAT (Classroom) OR £395 + VAT (eLearning)
- Book Levels 1,2 & 3 together for £1,295 + VAT
- 10% discount for additional delegates when booked together

- 20% discount for additional delegates booked together (up to 5)
- Licences available (6+)

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




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Course Testimonials

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

“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

“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

“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