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

Learning Outcomes

• Apply computerized records management systems to organize, store, and retrieve institutional records efficiently.
• Analyze records management policies and procedures to ensure compliance with legal and regulatory requirements.
• Evaluate the effectiveness of digital record-keeping practices and recommend improvements.
• Design secure filing structures and metadata schemas for institutional records.
• Implement data backup and disaster recovery protocols for digital records.
• Demonstrate advanced administrative skills, including diary management, meeting coordination, and communication support.

Target Audience

Executive assistants, personal assistants, and administrative professionals responsible for managing records and supporting senior management in corporate, government, or institutional settings.

Prerequisites

None — open enrollment. However, basic computer literacy and familiarity with office software are recommended.

Course Outline

Practicals

Overview

Hands-on practical sessions are integrated throughout the course to ensure learners can apply computerized records management and executive assistant skills in real-world scenarios. Learners will use EDMS software, office productivity tools, and collaboration platforms to complete tasks such as document classification, workflow automation, and meeting management.

Practical Activities

• Practical 1: EDMS Setup and Document Management — Learners set up a folder structure, apply metadata, and manage document versions in an EDMS (e.g., SharePoint or Alfresco). (4h)
• Practical 2: Workflow Automation and Collaboration — Learners design and implement an automated approval workflow for a common administrative process (e.g., leave request). (4h)
• Practical 3: Executive Assistant Digital Toolkit — Learners use digital tools to schedule a meeting, produce minutes, and manage a task list for a simulated executive. (4h)
• Practical 4: Capstone Project – Records Management System Design — Learners work in groups to design a comprehensive records management system for a case study organization, including policy, classification, and EDMS configuration. (3h)

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.