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At a Glance

Course length: 
Course type:
Full Length Course
Compliance Training
All Learners
Records Management

An organization’s records are assets that hold value. Ensuring that employees understand the importance of proper record management and their role in the process is vital to ensuring that records are managed properly. This course teaches learners about the records management life cycle and gives them the information they need to identify organizational records, hold them according to organizational policy and ultimately destroy them lawfully and appropriately.

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Course Details

  • All Learners
All Learners

Key concepts covered in this course:

  • Definition of organizational records and the forms they can take
  • Recognizing why record management and retention are important
  • Overview of key purposes for record retention, including regulatory requirements and litigation
  • Obligation to follow policy and procedures regarding retention, storage and labelling
  • Importance of internally reporting suspected policy violations
  • Importance of asking questions regarding the storage or destruction of documents
  • Overview of rules that apply to draft documents
  • Tips and advice regarding proper destruction of documents

Reinforce this topic with these two micro learning courses

Get two FREE micro learning courses with the purchase of this full length course. NAVEX Global suggests these courses that pair well:

Document Retention (Ethically Speaking)

Introduces learners to important concepts related to document retention including the importance of understanding and complying with the organization’s Code, policies and the law, timely and proper document retention, good record management, the obligation to follow policy regarding document destruction, and record retention policy as a resource.

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Document & Records Protection

Introduces learners to the purpose of a record retention policy, the role of records in establishing legal compliance and a legal defense, common business records, including physical and electronic records, important employee obligations, including proper storage and destruction of business records, and the importance of following procedures for the proper destruction of business records.

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