Communication Studies and Language Communication Studies

Records Arrangement and Description for Access Training

SAQA US 259441 | NQF 4 | Credits 10 | Duration 7 Days
From $1,523 per delegate

Description

This course equips learners with the skills to arrange, describe, and compile lists of records systematically, ensuring efficient retrieval and access for users. Participants will apply archival principles to physical and digital records, enabling compliance with organizational and legislative requirements. By mastering these competencies, learners enhance information governance and support informed decision-making.

Learning Outcomes

  • Apply principles of records arrangement to classify and order records logically.
  • Describe records using standardized metadata and descriptive conventions.
  • Compile accurate lists and inventories of records for user access.
  • Evaluate the accessibility of arranged records and recommend improvements.
  • Implement procedures to maintain the integrity and security of records during arrangement.
  • Demonstrate compliance with relevant legislation, policies, and standards.

Target Audience

Records clerks, archivists, document controllers, and administrative professionals responsible for managing records in public or private sector organizations.

Prerequisites

None — open enrollment.

Course Outline

Day 1: Introduction to Records Management and the Archival Context

Objectives:
• Understand the purpose and principles of records management.
• Identify the legislative and regulatory framework for records in South Africa.
• Define key terminology: records, archives, arrangement, description.
• Recognize the relationship between records creation, use, and long-term preservation.

Topics:
• Overview of records management and archives.
• Legislative framework: National Archives and Records Service of South Africa Act.
• Records lifecycle: creation, maintenance, disposal.
• Core concepts: provenance, original order, fonds.
• Ethical and legal responsibilities of records managers.
• Introduction to the unit standard 259441 outcomes.

Day 2: Principles of Archival Arrangement

Objectives:
• Explain the principle of provenance and its application.
• Describe the principle of original order.
• Distinguish between different levels of arrangement (fonds, series, files, items).
• Apply arrangement techniques to sample records.

Topics:
• Provenance: respect des fonds.
• Original order: maintaining context.
• Levels of arrangement: hierarchical structure.
• Physical arrangement vs. intellectual arrangement.
• Practical exercise: arranging a small collection.

Day 3: Descriptive Standards and Metadata

Objectives:
• Understand the purpose of archival description.
• Identify international standards: ISAD(G), ISAAR(CPF).
• Develop descriptive metadata elements.
• Create multi-level descriptions.

Topics:
• Introduction to ISAD(G) and ISAAR(CPF).
• Elements of description: identity, context, content, access.
• Multi-level description rules.
• Metadata standards for records.
• Exercise: creating descriptions for sample records.

Day 4: Developing Finding Aids and Access Tools

Objectives:
• Differentiate between types of finding aids.
• Design inventories, catalogues, and guides.
• Create access points and indexes.
• Ensure user-friendly access to records.

Topics:
• Types of finding aids: inventories, calendars, guides.
• Structure of an archival inventory.
• Creating indexes and authority files.
• Balancing detail with usability.
• Exercise: compiling a simple inventory.

Day 5: Digital Records Arrangement and Description

Objectives:
• Understand challenges of digital records.
• Apply arrangement principles to digital records.
• Use metadata schemas for digital objects.
• Implement file naming and folder structures.

Topics:
• Digital records management challenges.
• Digital preservation and file formats.
• Metadata schemas: Dublin Core, PREMIS.
• Arranging digital files: folder structures, naming conventions.
• Practical: organizing a digital records set.

Day 6: Access, Privacy, and Security Considerations

Objectives:
• Identify legal and ethical issues in access.
• Apply access restrictions based on legislation.
• Manage sensitive and confidential records.
• Develop access policies.

Topics:
• Access legislation: PAIA, POPIA.
• Balancing access with privacy.
• Handling restricted records.
• Developing an access policy.
• Case studies on access dilemmas.

Day 7: Integration, Quality Assurance, and Final Assessment

Objectives:
• Synthesize arrangement and description processes.
• Evaluate quality of finding aids.
• Conduct a final practical project.
• Prepare for unit standard assessment.

Topics:
• Review of key concepts.
• Quality assurance in description.
• Final project: arrange and describe a records collection.
• Peer review and feedback.
• Assessment preparation and review.

Practicals

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

Hands-on practical sessions are essential for learners to apply arrangement and description principles to real records. These sessions build competence in creating finding aids and managing digital records, ensuring learners can perform tasks independently.

Practical Activities
  • Practical 1: Arranging a Physical Records Collection — Learners receive a mixed collection of records and must arrange them according to provenance and original order, creating a hierarchical structure. (6h)
  • Practical 2: Creating Multi-Level Descriptions — Learners use ISAD(G) to create descriptions for the arranged collection, from fonds down to item level, including metadata elements. (6h)
  • Practical 3: Developing a Finding Aid — Learners compile an inventory or catalogue for their arranged collection, including indexes and access points. (5h)
  • Practical 4: Arranging and Describing Digital Records — Learners organize a set of digital files into a logical folder structure, apply metadata, and create a simple digital inventory. (4h)

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.
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On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 531 sessions across 26 venues
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Wed 05 Jan 2028 Thu 13 Jan 2028 Your Premises Summer 2027 $1,982 Register
Tue 25 Jan 2028 Wed 02 Feb 2028 Your Premises Summer 2027 $1,982 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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