Records Storage, Preservation and Lifecycle Management Training

Learning Outcomes

• Apply records storage principles to classify and store records using appropriate systems and equipment.
• Implement preservation and conservation techniques to protect records from damage and deterioration.
• Analyze the lifecycle of records and manage them through creation, maintenance, and disposal stages.
• Evaluate records management policies and procedures to ensure compliance with legal and organizational requirements.
• Design a records storage and preservation plan that addresses security, accessibility, and disaster recovery.
• Demonstrate correct procedures for the transfer, retrieval, and disposal of records in accordance with retention schedules.

Target Audience

Records managers, administrative officers, archivists, and any professionals responsible for the creation, storage, and preservation of records in public or private sector organizations.

Prerequisites

None — open enrollment.

Course Outline

Practicals

Overview

This course includes hands-on practical sessions to reinforce theoretical knowledge. Learners will apply classification systems, use storage equipment, work with EDRMS software, and create retention schedules, ensuring they can implement records management practices in real-world settings.

Practical Activities

• Practical 1: Classification and File Plan Creation — Learners classify sample records and develop a functional file plan for a simulated organisation. (6h)
• Practical 2: Physical Storage and Preservation Techniques — Learners handle physical records, implement environmental monitoring, and practice preservation techniques for damaged documents. (6h)
• Practical 3: Electronic Records Management System (EDRMS) Simulation — Learners use a simulated EDRMS to capture, classify, and manage electronic records, including version control and audit trails. (6h)
• Practical 4: Retention Schedule Development and Disposal — Learners create a retention schedule for a given scenario and perform disposal procedures for both physical and digital records. (6h)

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.