Custom Courses › Administration and Secretarial

Archive Management Training

SAQA US AATICD-0016 | NQF 5 | Credits 10 | Duration 5 Days
From $913 per delegate

Description

This course equips delegates with the knowledge and skills to establish, maintain, and control effective archive management systems. It covers the principles of records lifecycle, classification, storage, retrieval, and disposal, ensuring compliance with legal and organizational requirements. Participants will learn to apply best practices in both physical and digital archive environments.

Learning Outcomes

  • Apply the principles of records lifecycle management to ensure the integrity and accessibility of archived information.
  • Analyze the legal and regulatory requirements for archive management in a South African context.
  • Design and implement effective classification and indexing systems for both physical and digital archives.
  • Evaluate storage and preservation methods to protect archival materials from deterioration and loss.
  • Demonstrate the ability to retrieve and disseminate archived information efficiently and securely.
  • Implement disposal and retention schedules in compliance with organizational policies and legislation.

Target Audience

This course is ideal for records managers, administrative staff, information officers, and any professionals responsible for the creation, maintenance, or disposal of organizational records.

Prerequisites

None — open enrollment

Course Outline

Day 1: Introduction to Archive Management

Objectives:
• Understand the role and importance of archives in organisations
• Identify different types of archival materials and their characteristics
• Explain the legal and regulatory frameworks governing archives in South Africa
• Outline the archive management lifecycle
• Recognise the ethical considerations in archival practice

Topics:
• Definition of archives and their value
• Types of archival materials (paper, electronic, audiovisual)
• Archive management lifecycle (creation, use, maintenance, disposal)
• South African legislative framework (National Archives and Records Service Act, etc.)
• Ethical principles in archive management
• Overview of archival standards (ISAD(G), etc.)

Day 2: Records Management and Appraisal

Objectives:
• Differentiate between records and archives
• Apply appraisal criteria to determine retention and disposal
• Develop classification and indexing systems for records
• Implement records management procedures
• Understand the role of metadata in records management

Topics:
• Records vs archives: definitions and relationships
• Appraisal criteria (administrative, legal, fiscal, historical)
• Retention schedules and disposal authorities
• Classification systems (functional, subject-based)
• Indexing and metadata standards
• Records management procedures (registration, tracking, access)

Day 3: Preservation and Conservation

Objectives:
• Identify factors that cause deterioration of archival materials
• Apply preventive conservation measures for different formats
• Implement environmental controls in storage areas
• Recognise basic conservation treatments for damaged materials
• Develop an emergency preparedness plan for archives

Topics:
• Causes of deterioration (light, temperature, humidity, pests, pollution)
• Preventive conservation measures (proper handling, storage, enclosures)
• Environmental monitoring and control (temperature, relative humidity, light levels)
• Introduction to conservation treatments (cleaning, mending, deacidification)
• Disaster preparedness and response for archives
• Digitisation as a preservation strategy

Day 4: Access, Reference, and Digitisation

Objectives:
• Develop access policies and procedures for archival materials
• Provide effective reference services to users
• Understand copyright and intellectual property issues in archives
• Plan and manage digitisation projects
• Utilise archival management software and systems

Topics:
• Access policies and user registration
• Reference interview techniques
• Copyright and intellectual property in archives
• Digitisation project planning (selection, scanning, quality control)
• Digital asset management systems
• Online access and finding aids

Day 5: Strategic Management and Integration

Objectives:
• Develop an archive management strategy aligned with organisational goals
• Apply budgeting and resource allocation principles to archives
• Manage change and lead archival teams effectively
• Integrate archive management with other information management functions
• Evaluate and improve archive services using performance metrics

Topics:
• Strategic planning for archives
• Budgeting and resource management
• Leadership and staff development
• Integration with records management and information governance
• Performance measurement and quality improvement
• Future trends in archive management

Practicals

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

Practical sessions are essential to apply theoretical concepts and develop hands-on skills in handling, appraising, preserving, and providing access to archival materials. These sessions will involve real-world scenarios and simulated tasks.

Practical Activities
  • Archival Materials Identification and Handling — Learners will work with a variety of archival materials (paper, photographs, electronic media) to identify types, assess condition, and practice proper handling techniques. (4h)
  • Appraisal and Retention Scheduling — Learners will apply appraisal criteria to a sample set of records and develop a retention schedule for a fictional organisation. (4h)
  • Preservation and Environmental Monitoring — Learners will use monitoring equipment to measure environmental conditions in a storage area and implement preventive conservation measures. (4h)
  • Digitisation and Metadata Creation — Learners will scan sample documents, create digital files, and produce metadata records for a digital repository. (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 40% 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
Mon 07 Dec 2026 Fri 11 Dec 2026 Virtual Summer 2026 $913 Register
Mon 04 Jan 2027 Fri 08 Jan 2027 Virtual Summer 2026 $913 Register
Mon 01 Feb 2027 Fri 05 Feb 2027 Virtual Summer 2026 $913 Register
Mon 01 Mar 2027 Fri 05 Mar 2027 Virtual Autumn 2027 $913 Register
Mon 07 Jun 2027 Fri 11 Jun 2027 Virtual Winter 2027 $913 Register
Mon 21 Jun 2027 Fri 25 Jun 2027 Virtual Winter 2027 $913 Register
Mon 05 Jul 2027 Fri 09 Jul 2027 Virtual Winter 2027 $913 Register
Mon 06 Sep 2027 Fri 10 Sep 2027 Virtual Spring 2027 $913 Register
Mon 20 Sep 2027 Fri 24 Sep 2027 Virtual Spring 2027 $913 Register
Mon 04 Oct 2027 Fri 08 Oct 2027 Virtual Spring 2027 $913 Register
Mon 06 Dec 2027 Fri 10 Dec 2027 Virtual Summer 2027 $913 Register
Mon 20 Dec 2027 Fri 24 Dec 2027 Virtual Summer 2027 $913 Register
Mon 03 Jan 2028 Fri 07 Jan 2028 Virtual Summer 2027 $913 Register
On-Campus training — face-to-face sessions at our training venues across Africa and beyond.
Showing all 380 sessions across 26 venues
Start End Venue Season Price Action
Mon 19 Oct 2026 Fri 23 Oct 2026 Dar es Salaam, Tanzania Spring 2026 $3,343 Register
Mon 19 Oct 2026 Fri 23 Oct 2026 Kinshasa, DRC Spring 2026 $3,343 Register
Mon 19 Oct 2026 Fri 23 Oct 2026 Kigali, Rwanda Spring 2026 $3,343 Register
Mon 19 Oct 2026 Fri 23 Oct 2026 Mbabane, Eswatini Spring 2026 $2,425 Register
Mon 19 Oct 2026 Fri 23 Oct 2026 Nairobi, Kenya Spring 2026 $3,343 Register
In-House training — we bring the trainer to your organisation, tailored to your team.
Start End Delivery Season Price Action
Mon 14 Dec 2026 Fri 18 Dec 2026 Your Premises Summer 2026 $1,231 Register
Mon 11 Jan 2027 Fri 15 Jan 2027 Your Premises Summer 2026 $1,231 Register
Mon 08 Feb 2027 Fri 12 Feb 2027 Your Premises Summer 2026 $1,231 Register
Mon 08 Mar 2027 Fri 12 Mar 2027 Your Premises Autumn 2027 $1,231 Register
Mon 14 Jun 2027 Fri 18 Jun 2027 Your Premises Winter 2027 $1,231 Register
Mon 28 Jun 2027 Fri 02 Jul 2027 Your Premises Winter 2027 $1,231 Register
Mon 12 Jul 2027 Fri 16 Jul 2027 Your Premises Winter 2027 $1,231 Register
Mon 13 Sep 2027 Fri 17 Sep 2027 Your Premises Spring 2027 $1,231 Register
Mon 27 Sep 2027 Fri 01 Oct 2027 Your Premises Spring 2027 $1,231 Register
Mon 11 Oct 2027 Fri 15 Oct 2027 Your Premises Spring 2027 $1,231 Register
Mon 13 Dec 2027 Fri 17 Dec 2027 Your Premises Summer 2027 $1,231 Register
Mon 27 Dec 2027 Fri 31 Dec 2027 Your Premises Summer 2027 $1,231 Register
Mon 10 Jan 2028 Fri 14 Jan 2028 Your Premises Summer 2027 $1,231 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 40% off
100 40% off

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

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