Building Blocks of Records Management (York)

Date: Tuesday, 18 September 2018
Venue: The Borthwick Institute for Archives, University of York, Heslington, York, YO10 5DD   Travel information
Cost: £156.00 per participant (incl. VAT at 20%)   Apply online

Book two, three or all four courses and receive a discount!

This training course covers the principles and practices of effective records management in the modern hybrid paper and digital environment. It will provide participants with a thorough grounding in the nature, challenges and techniques of records management. It is suitable for anyone setting up a records management programme and for all staff working in records centres. It also provides an effective “refresher” for archivists and librarians who have not had recent hands-on experience.

Records Management: The Building Blocks is facilitated and presented by Margaret Crockett and Janet Foster, Directors of the Archive-Skills Consultancy. The course, based on records management training previously delivered by the partnership, was reviewed and revised in 2013. It combines presentations, facilitated discussion and workshops to ensure an interesting and relaxed learning environment.

The course fee includes a course handbook with supporting notes and useful sources for further information. The fee also includes lunch (with vegetarian option; please let the directors know if you have any other special dietary needs) and tea and coffee.


9.45What do we know already? Quiz and discussion
10.30Building blocks, part 1
  • Records survey
  • Retention schedules
  • Current filing
  • Digital records management
1.45Building blocks, part 2
  • Transfer of non-current records
  • Storage and retrieval service
  • Disposal
  • Documentation
  • Training
  • Awareness raising and selling RM
  • Review and audit
4.15Round-up Q&A

Learning outcomes

At the end of this course participants will be able to:

  • Identify the main elements of a comprehensive records management programme
  • Justify records management goals, processes and resources to management and colleagues
  • Identify the challenges of managing digital records
  • Plan and deliver a records management audit
  • Write retention schedules

Application form

Click here to book a place using our online application form.

Book two, three or all four courses and receive a discount!

the tasc armadillo
the archive-skills consultancy ltd · may cottage · 1 fountayne road · london n16 7eb · uk
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