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At a Glance

Course length: 
Course type:
Full Length Course
Compliance Training
Managers, Employees
Records Management
Rich Media

From emails and texts to paper documents and receipts, organizations create records as part of normal business operations. With a number of legal, regulatory and operational guidelines that govern how these records are managed, it’s critical that employees understand their obligations for properly creating, handling, storing and destroying them.

That’s where NAVEX Global’s Records Management course comes in. This course helps employees understand their responsibilities for managing the entire records lifecycle. It starts by explaining what a business record is and the rules and policies that dictate how it is created, identified and handled. It builds upon this knowledge with coverage of other important topics, like retention schedules and best practices for securely and properly accessing, using, saving and destroying records. The course concludes with an important module on compliance with records hold requests.

The end result is a course that helps organizations reduce their risk by educating their employees about the entire records lifecycle and their role in managing it properly.

Course Details

  • All Learners
All Learners

Key concepts covered in this course:

  • The importance of understanding and incorporating organizational policies
  • What is (and isn’t) a business record
  • Records management guidelines, from creation to storage
  • An explanation of retention schedules
  • A description of records requiring special handling, like those containing confidential information
  • Advice for creating and saving records
  • Recommendations for accessing, using and maintaining records
  • Tips for securely and properly destroying records
  • The definition of records hold
  • How to respond to a hold request
  • Best practices for complying with a records hold
  • Consequences for failing to cooperate with a hold
  • The critical nature of speaking up
  • Who to contact with suspicions, concerns or questions
  • Assurance the organization will investigate reports and take action as necessary
  • The policy against retaliation
  • The value of each employee in preserving the organization’s reputation and maintaining an ethical workplace
  • Review of the critical role employees play
  • An opportunity to review key policies and certify



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