Archives and Records Management Training

Learning Outcomes

• Explain the core concepts and terminology used in archives and records management.
• Apply ethical principles and codes of conduct to records and archives management practices.
• Identify and differentiate between records, archives, and other information assets.
• Analyze the legal and regulatory frameworks governing archives and records in South Africa.
• Demonstrate knowledge of the principles of provenance, original order, and life cycle management.
• Evaluate ethical dilemmas and apply appropriate decision-making frameworks in records management.

Target Audience

This course is designed for records clerks, archivists, administrative officers, and information managers who need to understand the fundamental concepts and ethical standards of archives and records management. It is also suitable for professionals transitioning into records management roles.

Prerequisites

None — open enrollment.

Course Outline

Practicals

Overview

The practicals enable learners to apply theoretical knowledge to real-world scenarios. Through hands-on exercises, learners will classify records, create retention schedules, use filing systems, and perform basic preservation tasks, reinforcing skills essential for effective records management.

Practical Activities

• Practical 1: Records Classification and Filing — Learners classify a set of sample records using a standard classification scheme and physically file them in a simulated filing system. (2h)
• Practical 2: Developing a Retention Schedule — Learners analyse a sample records inventory and create a retention schedule, including disposal actions and retention periods. (2h)
• Practical 3: Electronic Records Management Exercise — Learners use a simulated EDRMS to capture, index, and retrieve electronic documents, applying metadata standards. (2h)
• Practical 4: Preservation Techniques — Learners perform basic preservation tasks: rehousing documents in acid-free folders, assessing environmental conditions, and creating a simple digital backup. (2h)

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.