Records Management

All employees have a responsibility to protect records and information that help your organization meet its business needs and regulatory requirements.

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    Course description

    Records Management is a 15-minute course that provides employees with a basic understanding of records management and the importance of following the organization’s policies, guidelines and regulatory requirements. Interactive challenges and viewer emails and tweets address common questions and prompt learners to think about the records that are unique to their business and job responsibilities. 

    ONLINE TRAINING

    Records Management

    The Records Management training course covers: 

    • The purpose and benefits of records management 
    • Records management systems, policies, and procedures 
    • Complying with regulations and laws 
    • Records management responsibilities 
    • Examples of different types of records 
    • Records management lifecycle  

    THE TRALIANT DIFFERENCE

    Compliance you can trust.
    Training you will love.

    Legal expertise

    Our in-house legal team monitors the latest laws, rules and regulations, so you don't have to. You can rest assured that our courses are continuously compliant.

    Brilliant training

    Take your training from boring to brilliant. With cinematic-quality videos produced by our Hollywood-based team, your employees will love our customizable, interactive, story-based training.

    Valued partnership

    Our main focus? It’s all about making your job easier. We do that with unmatched responsiveness and seamless deployment, dedicated to driving your success.

    Meaningful impact

    We don’t just deliver brilliant training, we help you create meaningful impact by broadening your employees' perspectives, achieving compliance and elevating culture.

    KEY FEATURES

    Why you'll love our training

    It’s time to embrace a new era of online training with a valued partner who will ensure seamless implementation, along with a learning experience your employees will truly enjoy.

    Course administration

    Traliant makes it simple to roll out training to your workplace and provide technical support directly to your employees at no additional cost.

    Course customizations

    Tailor courses to include your logo, relevant policies, workplace images, and more. Traliant can even customize the course with scenarios that take place in your own workplace environment.

    Translations

    Training is available in English, Spanish and is supported in over 100 languages.

    What to consider when choosing the most effective records management training

    Records management training is designed to help employees understand the principles and practices of records management and to learn how to create, store, share, and dispose of records safely and securely. This training is important for organizations because it helps to:
    • Protect sensitive information: Records management training helps to protect sensitive data, such as customer information, financial records, and intellectual property, from unauthorized access, disclosure, alteration, or destruction.
    • Ensure compliance: Organizations are subject to a variety of regulations related to records management. Training helps organizations to ensure they are meeting these legal requirements and to avoid costly fines and penalties.
    • Improve efficiency and productivity: Proper records management can improve efficiency and productivity by helping employees to easily find the information they need.
    • Enable business continuity: By managing records properly, organizations are better prepared to handle events that might disrupt their operations, such as a natural disaster.

    Records management training is crucial for all organizations, regardless of their size or industry. It helps to:
    • Empower employees: Training provides employees with the knowledge and skills they need to understand the importance of records management and to make informed decisions about how to handle records.
    • Strengthen your organization's commitment to data security: Training demonstrates the company's commitment to protecting sensitive data and to complying with legal requirements related to records management.
    • Reduce the risk of data breaches: When employees understand how to handle records securely, they are less likely to accidentally disclose or compromise confidential information.

    A well-designed records management program can benefit an organization in a variety of ways, including:
    • Improved data security: A robust records management program helps to protect sensitive data from unauthorized access, disclosure, alteration, or destruction.
    • Enhanced efficiency and productivity: By establishing clear procedures for managing records, organizations can improve the efficiency of their operations.
    • Reduced risk of legal action: Organizations that manage records properly are less likely to face legal action related to data breaches or other record-keeping issues.
    • Improved decision-making: By having access to accurate and timely information, organizations can make better business decisions.
    • Strengthened business continuity: Organizations that have a strong records management program are better prepared to handle events that might disrupt their operations, such as a natural disaster or a cyberattack.

    Here are a few important concepts:
    • Records: Any document or item that documents or evidences an organization's activities, transactions, or decisions.
    • Records management system: A system for creating, storing, retrieving, and disposing of records.
    • Records management policies and procedures: Guidelines that define how records should be managed, including how they should be created, stored, shared, and disposed of.
    • Legal and regulatory requirements: Organizations are subject to a variety of laws and regulations related to records management, such as those related to privacy, security, and retention.
    • Records management lifecycle: The stages of a record's life, from its creation to its eventual disposal.

    Organizations manage a variety of records, including:
    • Electronic records: Emails, spreadsheets, presentations, and other digital documents.
    • Paper records: Letters, memos, contracts, and other hard-copy documents.
    • Audiovisual records: Videos, audio recordings, and other multimedia files.
    • Social media records: Posts, comments, and other content on social media platforms.

    Employees have an important role to play in records management. Here are a few key responsibilities:
    • Create records accurately and completely: Make sure that records are complete, accurate, and relevant.
    • Store records properly: Store records in a secure location and ensure that they are protected from damage.
    • Share records appropriately: Share records only with authorized individuals.
    • Dispose of records properly: Dispose of records securely when they are no longer needed.
    • Follow the organization's records management policies and procedures: Employees should be aware of and follow the organization's records management policies and procedures.

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