Records Management Made Simple – Organizing, Retaining, and Disposing of Records for Compliance and Operational Efficiency (C40-F-P)

This course teaches you how to manage records across their lifecycle to meet legal, operational, and strategic needs. You’ll gain: Records Management Foundations Understand the definition, scope, and importance of records management Learn how it differs from document management and data governance Explore ISO 15489 and related standards Classification & Retention Develop records classification schemes and file plans Define retention schedules based on legal, regulatory, and business requirements Apply metadata, indexing, and version control Storage & Access Manage physical and digital records across repositories Control access, permissions, and audit trails Ensure integrity, authenticity, and usability over time Disposition & Archiving Implement defensible disposition and secure destruction processes Archive records for long-term preservation and retrieval Maintain documentation and chain of custody Compliance & Risk Align with GDPR, ISO 27701, DORA, and sectoral regulations Support eDiscovery, litigation holds, and regulatory audits Mitigate risks of over-retention, loss, and unauthorized access Strategic Integration Embed records management into data governance, privacy, and IT workflows Communicate records policies to staff and stakeholders Support operational efficiency, transparency, and trust