Archives And Record Management

Why Attend

This course serves as an introduction to the responsibilities of archivists and records managers working in today’s business, government and non-profit environments, particularly the theoretical principles, methodologies and practical administration of such programs. It presents the evolution of the several recordkeeping professions and the development of theories of the identification and management of records and recordkeeping systems. It also emphasizes the history and changing nature of records and recordkeeping systems, particularly those changes influenced by technology. As individuals preparing for careers in records management, information resources management and archival administration, students must have a clear understanding of how the concept of a record has changed and how systems governing the creation and use of records have changed and are changing.

Course Methodology

The material used in the training course will be based on exercises as well as regional and international case studies. Participants will frequently work in pairs with one another as well as in larger teams.

Course Objectives

By the end of the course, participants will be able to:

  • Develop a records management program to enhance the value of the organization’s information and reduce risk and cost
  • Develop document control methods to identify, secure, protect and retain critical information
  • Understand how data and information can be digitized and managed more efficiently and effectively within organizations
  • Develop action plans for scanning, workflow, and integration of digital information to support compliance, audits, legislation and regulations
  • Establish and implement a Data Digitization project, including systems, roles, and responsibilities
  • Manage data against international best practices, including ISO 13008 Digital Records Conversion and Migration
  • Develop digitization policies and working procedures
  • Formulate and manage data in accordance with ISO 27001 Information Security standards

Target Audience

This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative managers.

It has been specifically designed to support activities across all types and sizes of organizations and sectors working locally and globally.

Target Competencies

  • Records Management
  • Document control
  • Information management
  • Information asset identification
  • Business case development


South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration:

Unit Standard:

NQF Level:

Number of Credits:

Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website


When filling the online application form; please take note of your desired Training Month, Duration in Weeks and Training Session. This will give us the exact dates you will be attending your classes.

Also note that Tuition Fees must be paid upfront on or before training start date. This is to ensure that all resources are made availabe for you before you start. You will not be allowed into training if fees are not paid and verified.

Also note that Tuition Fees Cancellations must be made 14 business working days before the starting date of training. This will allow us to do a 50% refund of the total amount paid. If cancellations are made thereafter note that no refund will be made to delegates.

Tuition Fees include teas and lunch as well as either a laptop or tablet which a delegate will take home free of charge.

Tuition Fee DOES NOT include Accommodation, Dinners and other Extra Curricular Activities or Incidentals. Delegates are expected to fund this on their own. AATICD will not be held accountable for any incidents to delegates.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

Course Outline

The principles of managing information

  • The organization: How your information is managed today
  • Definitions: Understanding what the information terms mean
  • Document control and records management: Similarities and differences
  • Your organization
    • Identifying its type
    • Identifying its staff
    • Identifying its information
  • Defining information goals for the organization
    •  How to achieve information goals

Introduction to Digitization and Standards

      • Introduction to digitization and file management
      • Managing structured and unstructured data
      • Scanning and capture
      • Workflow
      • Metadata, indexing, and classification
      • Enterprise search and archiving
    • Compliance, Regulations, and Digitization ISO 13008
      • ISO 13008 digital records conversion and migration
      • Archiving and preservation
      • Data protection and data privacy
      • Document and records management compliance

Skills And Development

  • professional literature and other resources
  • Significance of records Explore significance of records to
    individuals and organizations
  • Records – information or evidence
  • Analyze the changing definitions of records as information or evidence
  • History of records, recordkeeping, and archives
    Survey of recordkeeping and archives document
  • Basic concepts and theories in archives and records
  • Archival functions
  • Recordkeeping functions
  • Archives and social memory
  • Electronic records
  • Management of visual records
  • Integration of records into organizations
  • Records, ethics & accountability
    – Government
    – Business
    – Non-profit sector
  • Development of archives and records management professions
  • Appraisal and Disposal of Records
  • Audio-Visual Archiving
  • Organizing Records: Classification Systems
  • Functionality
  • Prioritize
  • Assess and Review
  • Develop a Tool
  • Organizing Records: Classification Systems
  • Paper-Based Systems
  • ICT Applications in Archives and Records Management
  • Preservation Management of Archives and Records
  • physical volume (expressed in terms of cubic or linear feet);
  • frequency of use (daily, monthly, yearly);
  •  administrative and operational need served by the record;
  •  legal and fiscal regulations governing retention;
  • historical significance;
  • Administrative Reports (especially annual and biennial reports).
  • Biographical Records.
  •  Committee Records.
  •  Correspondence, Executive.
  •  Grant Projects Research Records (final research reports).
  •  Photographs.
  •  Policies and Procedures Records.
  • Publications.
  •  Special Event Records.