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Introduction to Records Management 


Course Details

Duration: 1/2 day

Time: 12.30pm – 4.30pm (approximately)

Cost: $210 (incl. GST)

Mode: In class

Class size: 20 (max)

Lunch and refreshments: n/a

Participant’s workbook: Provided



The Australian Public Service Commission states that “Good recordkeeping is a necessary element of good governance. Good recordkeeping supports efficiency and accountability through the creation, management and retention of meaningful, accurate, reliable, accessible and durable records of important government activities and decisions.” (Source: Australian Public Service Commission – Supporting good recordkeeping)

This course offers the opportunity to explore and better understand how agencies and individuals can enhance business through recordkeeping. Recordkeeping should be founded on good governance, control and sound practice.



This course aims to provide participants with an overview, familiarity and working knowledge of records management fundamentals. This includes good governance, compliance requirements, proven practice, and the knowledge to commence implementation of improvements in the way digital and physical records are captured, controlled and managed throughout their life-cycle. The course is based on concepts from Australian and international codes of best practice for records management, together with practical records management standards and guidelines.


Course Outcomes

By the end of this course, participants should be able to:

  • understand and explain the concepts of records and records management

  • identify risks associated with poor records management practices

  • describe the recordkeeping legislative and regulatory environment and organisational responsibilities

  • outline the core enablers of good governance for records management

  • discuss ways to ensure records are accurate, reliable and trustworthy evidence of business activities

  • explain the importance of records metadata, classification, titling, registration and control systems and tools

  • describe how records should be stored and maintained to ensure their protection and preservation over time, including security and access considerations

  • implement practices to ensure the accountable disposal of records.

Learner Profile

This course is designed for those new to records management and working in a designated records management role, and others responsible for creating, capturing and maintaining business records and wishing to improve business efficiency through better recordkeeping practice.

Course Content (summary)

  • Introduction and overview, including:

    • introduction to records – definitions and types

    • practical, operational and accountability requirements for keeping records

    • introduction to records management and records management responsibilities

  • Understanding the legislative and regulatory environment for recordkeeping, including: records and archives legislationinformation access and privacy requirement, and government standards, policies and guidelines

  • Achieving good governance, including a review of underpinning frameworks, policies, processes and management support.

  • Understanding control and management mechanisms for records throughout their life-cycle, including with regard to:

    • capture, registration, metadata, titling and indexing

    • systems for managing records - compliance and practical considerations

    • tracking, maintenance and storage

    • secuity and access controls

    • records retention and disposal

  • Allocating responsibilities and establishing resources.

The course incorporates opportunities to discuss and explore recordkeeping issues and challenges within organisations, as well as a number of practical exercises aimed at underpinning and reinforcing learning.

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