Administration Records Management Systems And Procedures Training

Learning Outcomes

• Apply records management principles to classify and index records according to organisational and regulatory requirements.
• Design a records management system that incorporates filing, storage, retrieval, and disposal procedures.
• Implement procedures to ensure the security, confidentiality, and integrity of records in both physical and digital formats.
• Evaluate an existing records management system and recommend improvements to enhance efficiency and compliance.
• Demonstrate the ability to handle records disposal and archiving in line with legal and organisational policies.
• Analyze the impact of poor records management on organisational performance and propose corrective actions.

Target Audience

This course is ideal for administrative officers, records clerks, document controllers, and any professionals responsible for managing records in public or private sector organisations.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions allow learners to apply filing and indexing methods, use an electronic document management system, and practice records disposal procedures under supervision. These hands-on activities reinforce theoretical concepts and ensure competence in real-world records management tasks.

Practical Activities

• Filing and Indexing Exercise — Learners sort and file a set of sample documents using alphabetical and numerical systems, then create an index with cross-references. (1h)
• Electronic Document Management System (EDMS) Simulation — Learners use a simulated EDMS to upload, categorise, and retrieve electronic records, setting access permissions and tracking versions. (1h)
• Records Disposal and Archiving Exercise — Learners classify records for destruction or archiving based on retention schedules, then perform secure disposal or prepare archives.

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

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.