Computerized Management of Institutional Records and Enhanced Skills for Executive Assistants (EAs) Training

Learning Outcomes

• Apply computerized records management systems to organize and maintain institutional records.
• Demonstrate enhanced digital communication and scheduling skills for executive support.
• Analyze records retention policies and implement secure disposal procedures.
• Evaluate information security measures to protect sensitive institutional data.
• Design efficient digital workflows for document processing and retrieval.
• Implement backup and recovery procedures to ensure records integrity.

Target Audience

Executive assistants, administrative professionals, and records clerks seeking to upgrade their digital records management and executive support skills.

Prerequisites

Basic computer literacy and familiarity with office software (e.g., MS Office).

Course Outline

Practicals

Overview

Practical sessions provide hands-on experience with computerised records management systems, enabling learners to apply filing, retrieval, retention, and disposal procedures. These exercises reinforce theoretical knowledge and develop proficiency in using digital tools for records management and administrative tasks.

Practical Activities

• Setting Up a Computerised Filing System — Learners create a folder structure, apply naming conventions, and classify sample records using metadata fields. (4h)
• Records Retrieval and Search Exercises — Using a simulated RMS, learners perform searches using keywords, filters, and metadata to locate specific records. (4h)
• Retention Schedule Implementation and Disposal — Learners apply a retention schedule to sample records, identify records due for disposal, and execute secure deletion/shredding procedures. (4h)
• Integrated Administrative Tasks with RMS — Learners integrate RMS with email and calendar: save email attachments, link calendar events to records, and manage workflows. (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	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.