Documents & Records Management Training
Documents & Records Management Training helps Managers and Supervisors build practical knowledge, information, and digital records management capability through role-relevant activities, instructor-led 5 days delivery, and a clear certificate pathway.
Training provider: EduCore Global Skills
Category: Knowledge, Information, and Digital Records Management
Duration: 5 Days
Delivery: Instructor-led classroom, Live online, In-house corporate training
Certificate: Certificate of Completion
Course fees: KES 80,000 / USD 850
Course Overview
Documents & Records Management Training is an instructor-led professional training course offered by EduCore Global Skills for individuals, teams, and organizations seeking practical capability in Knowledge, Information, and Digital Records Management.
EduCore Global Skills offers Documents & Records Management Training as Knowledge, Information, and Digital Records Management training for Managers, Supervisors, Team Leaders, Executives and related professionals. Delivery supports classroom, live online, and corporate cohorts in Nairobi, Kenya or by arrangement.
Who Should Attend
- Managers
- Supervisors
- Team Leaders
- Executives
- Department Heads
- Project Leads
- Professionals
- Technical staff
Prerequisites
No mandatory prerequisite is required unless stated in the course outline. Participants should bring relevant workplace examples where possible.
Course Modules
Foundations of Records Management
Core competencies for Foundations of Records Management.
- What is a document vs. a record
- Why records management matters (risk, efficiency, accountability)
- The records lifecycle: creation to disposal
- Vital, active, semi-active, and archival records
- Roles and responsibilities across the organization
Legal, Regulatory, and Policy Framework
Core competencies for Legal, Regulatory, and Policy Framework.
- Overview of relevant laws (e.g., Data Protection Act, tax, employment, and sector regulations)
- Organizational records policy and procedures
- Compliance obligations and consequences of non-compliance
- Evidentiary value of records in disputes and audits
- Keeping policies current and communicating changes
Records Creation and Capture
Core competencies for Records Creation and Capture.
- Deciding what must be recorded
- Standard templates and formats
- Capturing paper and digital records consistently
- Scanning and digitization standards
- Accuracy, completeness, and authenticity
Classification and Naming Conventions
Core competencies for Classification and Naming Conventions.
- Building a file plan and classification scheme
- Folder structures for shared drives and cloud storage
- File naming rules and examples
- Metadata and tagging for easy retrieval
- Indexing and search best practices
Version Control and Document Workflow
Core competencies for Version Control and Document Workflow.
- Draft, review, approved, and superseded statuses
- Version numbering systems
- Approval and sign-off procedures
- Collaborative editing without creating duplicates
- Managing templates, forms, and controlled documents
Storage, Security, and Access Control
Core competencies for Storage, Security, and Access Control.
- Physical storage: filing rooms, cabinets, and environmental protection
- Digital storage: servers, cloud, and backups
- Access levels and permissions
- Confidentiality and classification of sensitive information
- Protection against loss, theft, and unauthorized changes
Retention Schedules
Core competencies for Retention Schedules.
- Purpose and structure of a retention schedule
- Determining retention periods by record type
- Applying the schedule in day-to-day work
- Legal holds and suspending disposal
- Reviewing and updating the schedule
Archiving, Transfer, and Disposal
Core competencies for Archiving, Transfer, and Disposal.
- Selecting records for archiving
- Preparing and boxing records for transfer
- Retrieval from archives and offsite storage
- Secure destruction methods (shredding, digital wiping)
- Disposal authorization and certificates of destruction
Privacy, Data Protection, and Risk Management
Core competencies for Privacy, Data Protection, and Risk Management.
- Personal data principles: collection, use, and minimization
- Data subject rights and handling requests
- Breach identification and response
- Records risk assessment and business continuity
- Disaster recovery for vital records
Audit, Monitoring, and Continuous Improvement
Core competencies for Audit, Monitoring, and Continuous Improvement.
- Preparing for internal and external audits
- Performance indicators for records management
- Conducting records inventories and spot checks
- Training, awareness, and building a records culture
- Technology trends: EDRMS, automation, and AI-assisted records management
Training Focus
Documents & Records Management Training helps Managers and Supervisors build practical knowledge, information, and digital records management capability through role-relevant activities, instructor-led 5 days delivery, and a clear certificate pathway.
Related Course Discovery Links
Frequently Asked Questions
How is Documents & Records Management Training delivered?
Documents & Records Management Training is delivered through instructor-led classroom, live online, private in-house corporate training depending on the selected cohort or organizational arrangement.
What are the fees for Documents & Records Management Training?
The published course investment is KES 80,000 and USD 850. Location-specific fees are shown where configured.
How long is Documents & Records Management Training?
Documents & Records Management Training runs for 5 Days unless a customized corporate schedule is agreed.
Do participants receive a certificate for Documents & Records Management Training?
Participants who complete the course receive a Certificate of Completion from EduCore Global Skills.
Register for Documents & Records Management Training or contact EduCore Global Skills.