Archives and Record Management Training

Learning Outcomes

• Apply the principles of records management to classify, store, and retrieve records efficiently.
• Analyze the legal and regulatory requirements for records retention and disposal in South Africa.
• Design a records management system that integrates physical and digital records.
• Implement best practices for the digitization of paper records, including scanning and indexing.
• Evaluate the effectiveness of a records management program and recommend improvements.
• Demonstrate the ability to manage records throughout their lifecycle, from creation to final disposition.

Target Audience

This course is designed for records managers, administrative professionals, information officers, and anyone responsible for creating, maintaining, or disposing of records in their organization. It is also suitable for those transitioning into records management roles or seeking to formalize their experience.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions are integral to this course, allowing learners to apply theoretical concepts to real-world scenarios. Through hands-on exercises, learners will develop skills in classification, digitisation, appraisal, and archival arrangement, preparing them for professional practice.

Practical Activities

• Practical 1: Classification and File Plan Development — Learners will create a classification scheme and file plan for a given organisational scenario, applying classification principles. (4h)
• Practical 2: Digitisation and Quality Assurance — Using provided documents and scanners, learners will digitise records and perform quality checks on the digital images. (4h)
• Practical 3: Appraisal and Disposal Exercise — Learners will appraise a sample set of records, applying retention schedules and recommending disposal actions. (4h)
• Practical 4: Arrangement and Description of an Archival Collection — Learners will arrange a small archival collection according to archival principles and create a finding aid. (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

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.