Course Description

Learning the nuts and bolts of Records Management has never been easier than with the IRIS Records Management Basics eCourse. Refresh your knowledge, update your skills and apply your learning in an interactive environment by signing up today.

This online course will help to provide staff who work with or who manage records with the skills they need to undertake their role.   

Based on our very popular face-to-face Records & Document Management Basics Course, this portable and adaptable learning platform will also assist you to put your skills into practice. Suitable for Government, Private and Not-for-profit organisations.


PLEASE NOTE THE FOLLOWING TECHNICAL SPECIFICATIONS REQUIRED FOR OPTIMAL COURSE VIEWING:

Use a Google Chrome, Firefox or Microsoft Edge Browser to enhance the online course experience. 

Internet Explorer is no longer supported by Microsoft from July 2021.

Course duration: Approximately 90 minutes

IRIS Consulting Group Pty Ltd

Course curriculum

  • 1

    Introduction

    • Usage Agreement

    • Course Introduction and Information
  • 2

    Module 1

    • Module 1 Introduction

    • Session 1 - RECORDS FUNDAMENTALS

    • Session 1 - Records, Documents and Proof

    • Session 1 - Evidence of Business

    • Session 1 - Characteristics of Records

    • Session 1 - Records Concepts

    • Activity 1 - Reasons for Records

    • Session 2 - ORGANISATIONAL CONTEXT

    • Session 2 - Business Assets Used in Process Processes

    • Session 2 - Records Within Business Processes

    • Activity 2 - Decide on Records

    • Module 1 Summary and Checklist
  • 3

    Module 2

    • Module 2 Introduction

    • Session 3 - RECORDS MANAGEMENT

    • Session 3 - Who is Responsible for Records?

    • Session 3 - Recordkeeping Systems

    • Session 4 - PLANNING

    • Session 4 - What is a Recordkeeping Plan?

    • Session 4 - Recordkeeping Principles

    • Session 4 - The Australian Standard for Records Management

    • Session 4 - Tools and Processes

    • Session 4 - Using Tools and Processes

    • Session 4 - Proper and Adequate Records, and Policy and Procedure

    • Session 4 - Language Control

    • Session 4 - Preservation

    • Session 4 - Retention and Disposal, and Compliance

    • Activity 3 - RKPs, Tools and Processes

    • Module 2 Summary and Checklist
  • 4

    Module 3

    • Module 3 Introduction

    • Session 5 - RECORDKEEPING PLANS

    • Session 5 - Using a Recordkeeping Plan

    • Session 5 - Records Creation and Capture

    • Session 5 - Classification

    • Session 5 - Application of Access and Security Levels

    • Session 5 - Monitoring and Auditing

    • Session 5 - Tracking, Storage and Handling

    • Session 5 - Retention and Disposal Schedules

    • Session 5 - Training Programs

    • Activity 4 - Your Recordkeeping Plan

    • Module 3 Summary and Checklist
  • 5

    Course Summary & Conclusion

    • Conclusion

    • Course Survey