Geovani CapitalIntelligence, Investigation, Compliance and Training
GC-PC-201 · Professional course

Records Management

A records management course on creating, classifying, storing, retrieving and disposing of records in line with law and ISO standards.

5 days Classroom, online or in-house QR-verified certificate Next intake 19 Oct 2026

Course overview

Good records protect organisations: they support decisions, prove what was done, satisfy auditors and courts and preserve institutional memory. Poor records cost time, invite fraud and lose cases. Many public and private bodies in the region still struggle with overflowing registries, missing files and no clear rules on what to keep or destroy. This records management course gives records staff and administrators a sound, standards-based approach.

Participants learn the principles of records management and the records lifecycle, the legal framework including archives, access to information and data protection laws, and the international standards such as ISO 15489 and the ISO 30300 series. They practise developing file plans and classification schemes, registry procedures, storage and security, retention and disposal schedules, and handling vital and confidential records. The course also introduces the move to digital records and the basics of a records management system. Practical work includes reorganising a sample registry and drafting a retention schedule.

Participants leave able to organise records systematically, meet legal obligations and support efficient, accountable operations.

What you will be able to do

  • Explain records management principles and the records lifecycle
  • Apply legal and standards requirements to records
  • Develop file plans and classification schemes
  • Manage registries, storage and security effectively
  • Prepare retention and disposal schedules
  • Protect vital and confidential records
  • Plan the transition from paper to digital records

Who should attend

For records officers, registry staff, administrators and managers responsible for records in public and private organisations.

  • Records management officers
  • Registry clerks and supervisors
  • Archivists
  • Administrative officers
  • Legal and compliance officers
  • Information officers
  • Office managers

Course outline

Day 1Records Management Principles

Topics

  • What a record is
  • Records lifecycle
  • Value of records
  • Roles and responsibilities
  • Legal framework
  • Records management standards
Practical exerciseAssessing a registry against records management principles.
Day 2Classification and File Plans

Topics

  • Business classification schemes
  • File plans
  • File naming
  • Indexing
  • Metadata basics
  • Tracking files
Practical exerciseDrafting a file plan for a department.
Day 3Registry Operations and Storage

Topics

  • Registry procedures
  • Mail handling
  • File movement
  • Storage standards
  • Security and access
  • Disaster preparedness
Practical exerciseRedesigning registry procedures to reduce lost files.
Day 4Retention and Disposal

Topics

  • Retention schedules
  • Appraisal
  • Transfer to archives
  • Secure destruction
  • Legal holds
  • Vital records
Practical exercisePreparing a retention schedule for finance records.
Day 5Towards Digital Records

Topics

  • Hybrid records environments
  • Scanning and digitisation
  • Records management systems
  • Data protection
  • Access to information
  • Improvement planning
CapstonePresenting a records management improvement plan for a case organisation.

Course outcome

Participants leave able to organise, protect and dispose of records in line with law and recognised standards.

Fees are per participant in US dollars and cover tuition, course materials and your certificate. Travel and accommodation are not included.

19Oct

Pretoria, South Africa

GC-PC-201 Guaranteed to run
19–23 Oct 2026 · 5 days
USD 1,500per participant · 5 days
Reserve a seat
19Oct

Pretoria, South Africa

GC-PC-201 Guaranteed to run
19–30 Oct 2026 · 10 days
USD 3,000per participant · 10 days
Reserve a seat
26Oct

Nairobi, Kenya

GC-PC-201 Guaranteed to run
26–30 Oct 2026 · 5 days
USD 1,500per participant · 5 days
Reserve a seat
02Nov

Nairobi, Kenya

GC-PC-201 Guaranteed to run
2–6 Nov 2026 · 5 days
USD 1,500per participant · 5 days
Reserve a seat
02Nov

Mombasa, Kenya

GC-PC-201 Guaranteed to run
2–13 Nov 2026 · 10 days
USD 3,000per participant · 10 days
Reserve a seat
09Nov

Mombasa, Kenya

GC-PC-201 Guaranteed to run
9–13 Nov 2026 · 5 days
USD 1,500per participant · 5 days
Reserve a seat
16Nov

Kampala, Uganda

GC-PC-201 Guaranteed to run
16–20 Nov 2026 · 5 days
USD 1,500per participant · 5 days
Reserve a seat
16Nov

Kampala, Uganda

GC-PC-201 Guaranteed to run
16–27 Nov 2026 · 10 days
USD 3,000per participant · 10 days
Reserve a seat