Business, Commerce and Management Studies Generic Management

Team Records Maintenance and Management Training

SAQA US 242820 | NQF 3 | Credits 4 | Duration 1 Day
From $691 per delegate

Description

This course equips team members with the skills to systematically maintain and manage records in a team environment, ensuring accuracy, accessibility, and compliance with organisational policies. Participants will learn to capture, store, retrieve, and dispose of records efficiently, supporting effective decision-making and accountability. The course aligns with SAQA Unit Standard 242820, focusing on practical record-keeping within a team context.

Learning Outcomes

  • Apply procedures to capture and store records in accordance with organisational requirements.
  • Implement retrieval and distribution systems to ensure timely access to records.
  • Demonstrate the ability to update and maintain records accurately and consistently.
  • Analyze record-keeping processes to identify areas for improvement.
  • Evaluate the security and confidentiality of records and apply appropriate measures.
  • Design a simple record-keeping system for a team based on best practices.

Target Audience

This course is designed for team members, supervisors, and administrative staff who are responsible for maintaining records as part of their daily work. It is ideal for individuals seeking to improve their record-keeping skills to enhance team efficiency and compliance.

Prerequisites

None — open enrollment.

Course Outline

Day 1: Introduction to Team Records Management and Maintenance

Objectives:
• Understand the importance of team records management and maintenance in a workplace context.
• Identify different types of team records and their purposes.
• Learn the principles of effective records maintenance, including storage, retrieval, and security.
• Apply basic record-keeping procedures to ensure accuracy and compliance.

Topics:
• Overview of team records: types, examples, and importance.
• Legal and organizational requirements for records management.
• Principles of records maintenance: filing systems, indexing, and classification.
• Records storage: physical and electronic considerations.
• Records retrieval: access controls and procedures.
• Security and confidentiality of team records.
• Record retention and disposal policies.
• Practical steps for maintaining accurate and up-to-date records.

Practicals

3 hours of practicals To be conducted online or on-campus or in-house
Overview

Hands-on exercises to apply records management principles. Learners will practice organizing, filing, and retrieving sample records using both physical and digital systems, reinforcing the day's theoretical content.

Practical Activities
  • Practical 1: Physical Records Filing Exercise — Learners categorize and file sample documents into a physical filing system, labeling folders and creating an index. (1h)
  • Practical 2: Digital Records Management Simulation — Using a simulated digital records system, learners input, update, and retrieve records, applying access controls. (1h)
  • Practical 3: Records Audit and Maintenance Activity — Learners review a set of records for completeness, correct errors, and apply retention/disposal rules. (1h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total
Component Out of Weight
Practical Assignments (rubric-scored) 100% 30%
Daily Average (multiple choice) 100% 20%
Final Test (multi-answer multiple choice) 100% 50%
Final Total 100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

Certificate of Completion

Awarded to delegates who achieve an overall mark of 50% or higher on the Final Total (Practicals 30% + Daily Average 20% + Final Test 50%).

How it works
  • Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
  • Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
  • You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
  • If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.
Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.

Upcoming Training Sessions
Online training — attend live sessions from anywhere via our virtual classroom.
Start End Delivery Season Price Action
Wed 09 Sep 2026 Wed 09 Sep 2026 Virtual Spring 2026 $691 Register
Tue 29 Sep 2026 Tue 29 Sep 2026 Virtual Spring 2026 $691 Register
Mon 19 Oct 2026 Mon 19 Oct 2026 Virtual Spring 2026 $691 Register
Mon 07 Dec 2026 Mon 07 Dec 2026 Virtual Summer 2026 $691 Register
Fri 15 Jan 2027 Fri 15 Jan 2027 Virtual Summer 2026 $691 Register
Thu 18 Feb 2027 Thu 18 Feb 2027 Virtual Summer 2026 $691 Register
Wed 03 Mar 2027 Wed 03 Mar 2027 Virtual Autumn 2027 $691 Register
Tue 09 Mar 2027 Tue 09 Mar 2027 Virtual Autumn 2027 $691 Register
Mon 15 Mar 2027 Mon 15 Mar 2027 Virtual Autumn 2027 $691 Register
Fri 11 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $691 Register
Thu 01 Jul 2027 Thu 01 Jul 2027 Virtual Winter 2027 $691 Register
Wed 21 Jul 2027 Wed 21 Jul 2027 Virtual Winter 2027 $691 Register
Tue 07 Sep 2027 Tue 07 Sep 2027 Virtual Spring 2027 $691 Register
Mon 27 Sep 2027 Mon 27 Sep 2027 Virtual Spring 2027 $691 Register
Fri 22 Oct 2027 Fri 22 Oct 2027 Virtual Spring 2027 $691 Register
Mon 06 Dec 2027 Mon 06 Dec 2027 Virtual Summer 2027 $691 Register
Fri 31 Dec 2027 Fri 31 Dec 2027 Virtual Summer 2027 $691 Register
Thu 20 Jan 2028 Thu 20 Jan 2028 Virtual Summer 2027 $691 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 494 sessions across 26 venues
Start End Venue Season Price Action
Fri 07 Aug 2026 Fri 07 Aug 2026 Pretoria, South Africa Winter 2026 $1,037 Register
Fri 07 Aug 2026 Fri 07 Aug 2026 Lagos, Nigeria Winter 2026 $3,116 Register
Mon 10 Aug 2026 Mon 10 Aug 2026 Durban, South Africa Winter 2026 $1,550 Register
Mon 10 Aug 2026 Mon 10 Aug 2026 Mauritius Winter 2026 $2,468 Register
Tue 11 Aug 2026 Tue 11 Aug 2026 Cape Town, South Africa Winter 2026 $1,712 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Thu 17 Sep 2026 Thu 17 Sep 2026 Your Premises Spring 2026 $896 Register
Wed 07 Oct 2026 Wed 07 Oct 2026 Your Premises Spring 2026 $896 Register
Tue 27 Oct 2026 Tue 27 Oct 2026 Your Premises Spring 2026 $896 Register
Tue 15 Dec 2026 Tue 15 Dec 2026 Your Premises Summer 2026 $896 Register
Mon 18 Jan 2027 Mon 18 Jan 2027 Your Premises Summer 2026 $896 Register
Fri 26 Feb 2027 Fri 26 Feb 2027 Your Premises Summer 2026 $896 Register
Thu 11 Mar 2027 Thu 11 Mar 2027 Your Premises Autumn 2027 $896 Register
Wed 17 Mar 2027 Wed 17 Mar 2027 Your Premises Autumn 2027 $896 Register
Tue 23 Mar 2027 Tue 23 Mar 2027 Your Premises Autumn 2027 $896 Register
Mon 14 Jun 2027 Mon 14 Jun 2027 Your Premises Winter 2027 $896 Register
Fri 09 Jul 2027 Fri 09 Jul 2027 Your Premises Winter 2027 $896 Register
Thu 29 Jul 2027 Thu 29 Jul 2027 Your Premises Winter 2027 $896 Register
Wed 15 Sep 2027 Wed 15 Sep 2027 Your Premises Spring 2027 $896 Register
Tue 05 Oct 2027 Tue 05 Oct 2027 Your Premises Spring 2027 $896 Register
Mon 25 Oct 2027 Mon 25 Oct 2027 Your Premises Spring 2027 $896 Register
Tue 14 Dec 2027 Tue 14 Dec 2027 Your Premises Summer 2027 $896 Register
Mon 03 Jan 2028 Mon 03 Jan 2028 Your Premises Summer 2027 $896 Register
Fri 28 Jan 2028 Fri 28 Jan 2028 Your Premises Summer 2027 $896 Register
Training Discounts
Delegates Discount
5 3% off
10 6% off
15 9% off
20 12% off
25 15% off
30 18% off
50 30% off
75 35% off
100 40% off

3% off per 5 delegates, up to 40% for 100+

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