Archives and Record Management Training

Learning Outcomes

• Apply the principles of records and archive management to ensure compliance with relevant legislation and standards.
• Demonstrate the ability to classify, index, and store records systematically for efficient retrieval.
• Evaluate the risks and benefits of digital versus physical record-keeping systems.
• Implement procedures for the secure disposal or archiving of records according to retention schedules.
• Analyze the role of records management in supporting organizational governance and accountability.

Target Audience

Records clerks, administrative officers, information managers, and anyone responsible for managing records in a corporate, government, or non-profit environment.

Prerequisites

None — open enrollment.

Course Outline

Practicals

Overview

Hands-on practicals allow learners to apply theoretical knowledge to real-world records management tasks. Learners will classify records, create retention schedules, use an EDRMS, and practice preservation techniques under supervision.

Practical Activities

• Practical 1: Records Classification and Metadata Creation — Learners classify sample physical and digital records using a functional classification scheme and assign metadata elements according to ISAD(G) and Dublin Core standards. (4h)
• Practical 2: Developing a Retention Schedule — Using case study scenarios, learners appraise records and develop a retention schedule that includes retention periods and disposal actions. (3h)
• Practical 3: Preservation Techniques and Disaster Recovery Planning — Learners perform basic preservation tasks on damaged paper records (cleaning, mending) and create a disaster recovery plan for a simulated records storage area. (4h)
• Practical 4: Using an EDRMS to Manage Digital Records — Learners use a simulated EDRMS to capture, classify, retrieve, and dispose of digital records, including emails and scanned documents. (5h)

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.