Records and Filing Made Simple

Records are the memory of an organisation. They prove what was agreed, what was paid and who did what. This course gives you a practical, step-by-step approach to managing records on paper and on screen, from the moment a document is created until the day it is archived or destroyed. Start by reviewing the objectives and thinking honestly about how records are handled where you work.

COURSE STRUCTURE • Module 01: Introduction to Records and Filing • Module 02: Why Records Matter • Module 03: The Record Lifecycle • Module 04: Classification and File Plans • Module 05: Naming Conventions and Version Control • Module 06: Paper Filing, Registries and File Tracking • Module 07: Shared Drives, Cloud and Document Management Systems • Module 08: Retention Schedules • Module 09: Secure Storage, Archiving and Destruction • Module 10: Putting It into Practice: Audits and Clean-ups

HOW IT WORKS Work through each module online. Most modules end with a short knowledge check (60% to continue). The course ends with a final assessment: pass mark 80%, 60 minutes, 3 attempts. Learners who pass receive a MetaCo certificate.

COURSE MATERIALS Learner Manual, Activity Workbook, Quick Reference Guide, practical toolkit, Action Plan and Evaluation Form, attached to Module 01.