Records Management Course | Organise, Retrieve, and Dispose of Records Professionally
In today’s information-heavy workplaces, effective records management is essential for compliance, productivity, and security. This online records management course is designed for individuals who want to build essential skills in classifying, organising, retrieving, and disposing of records. Whether you work in administration, document control, or office support, this course gives you the tools to manage physical and digital records with confidence.
By developing strong organisational skills and understanding classification systems, you’ll learn how to implement a structured filing approach, improve information retrieval, and ensure responsible records disposal. This course is ideal for roles in corporate offices, government, education, and more—any environment where proper document handling is key.
What You’ll Learn
Through this course, you’ll gain practical experience in:
Understanding the role of classification systems in effective records management
Organising business documents for easy storage and retrieval
Using filing techniques to support workflow and compliance
Applying secure and appropriate disposal methods for outdated records
Meeting legal and organisational requirements for document control
Improving efficiency and reducing information-related risks
These skills will help you maintain a reliable recordkeeping system that supports your organisation’s daily operations and audit-readiness.
Who Should Enrol
This course is ideal for:
Office administrators and assistants looking to improve their filing skills
Records clerks and document controllers responsible for maintaining records
HR, finance, and compliance officers who manage confidential documentation
Business owners and managers seeking to improve office efficiency
Anyone working with data who needs to classify, track, or dispose of records
If you’re ready to gain a valuable skill set that enhances administrative operations and ensures legal compliance, this records classification and disposal course is the perfect place to start. Enrol today and take control of your records management process.
Overview
The person credited with this unit standard is able to describe the various classification systems and to evaluate them in terms of their differences, advantages and disadvantages. The learner will also be able to create and maintain records according to the classification system and evaluate the classification system and make recommendations to authorised individuals.
Description
The qualifying learner is capable of defining and explaining various classification systems, detailing their purposes and applications. They can effectively apply these classification systems in practical scenarios, ensuring accurate and efficient organisation and categorisation of information. Additionally, the learner is skilled in evaluating the effectiveness of different classification systems, identifying strengths and weaknesses, and making recommendations for improvements to enhance their functionality and efficiency.
Course Content
Unit 1: Define and explain classification systems
- Classification systems are identified in terms of types and format
- A description of the different classification systems is given in terms of key features and uses
- Classification systems are evaluated in terms of differences, advantages and disadvantages
- An analysis of the classification systems is conducted in terms of specific organisational requirements
Unit 2: Apply classification system(s)
- Records are analysed in order to establish correct reference numbers according to classification system
- The design and structure of classification system is interpreted in order to organise, retrieve and dispose of records
- Reference numbers are allocated according to classification system
- Records are created and maintained according to classification system
- Sequence of records in storage is determined by means of the classification system
Unit 3: Evaluate classification system(s)
- Gaps in the classification system are identified in order to maintain the classification system which reflects the organisational functions and structure
- The security levels of the classification system are evaluated in order to establish strengths and weaknesses
- Recommendations to streamline the classification system are made in order to meet identified needs
Accreditation
- Non-accredited: Short course only
- Duration: 1h 30m
- Delivery: Classroom/Online/Blended
- Access Period: 12 Months
