Document Control and Records Management Training

Learning Outcomes

• Apply the principles and processes of document control and records management in a workplace context.
• Analyze the legal and regulatory requirements for records management, including the National Archives and Records Service of South Africa Act.
• Evaluate and implement a records classification and indexing system to ensure efficient retrieval and security.
• Design and implement a records retention and disposal schedule to meet organizational and legal obligations.
• Demonstrate the use of electronic document and records management systems (EDRMS) to manage digital records effectively.

Target Audience

This course is designed for records managers, document controllers, administrative professionals, and anyone responsible for managing organizational information and records.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions are essential to apply document control and records management principles in realistic scenarios. Learners will engage in hands-on activities such as developing classification schemes, mapping workflows, and evaluating records management systems, ensuring they can implement these practices in their own organisations.

Practical Activities

• Practical 1: Classification and File Plan Development — Learners will create a classification scheme and file plan for a simulated organisation using provided sample documents. (4h)
• Practical 2: Workflow Mapping and Change Control Simulation — Learners will map a document review and approval workflow and simulate a change control process for a document revision. (4h)
• Practical 3: Records Management System Evaluation — Learners will evaluate different records management software (using case studies and demos) and recommend a suitable system for a given scenario. (4h)
• Practical 4: Internal Audit Simulation — Learners will conduct a mock internal audit of a document control process using provided checklists and report findings. (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.