Archiving and Records Management – Online Certificate Course

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About Course

Every organization, no matter the size or industry, relies on proper recordkeeping to operate efficiently, remain compliant, and safeguard its institutional knowledge. From client files to financial reports, from employee records to internal communications, the information you manage every day forms the foundation of business decisions, legal accountability, and operational continuity.

Unfortunately, disorganized records can quickly become a liability—leading to missed deadlines, regulatory fines, or critical information loss. That’s why understanding how to properly archive and manage records is more than just an administrative task—it’s a strategic advantage.

This training explores the full lifecycle of document and data management. Participants will learn how to accurately classify and store records, differentiate between active and archived files, and implement practical systems that support compliance, security, and ease of access. Emphasis will also be placed on the legal and operational importance of accurate records management and how proper documentation contributes to institutional integrity.

Participants will also explore both traditional and digital filing systems, including best practices for data retention, version control, and secure disposal. Whether you’re responsible for organizing physical documents, setting up cloud-based records, or leading departmental workflows, the skills gained will streamline your work and reduce risk.

By the end of this course, you’ll understand how to implement a records management strategy that supports your team, protects sensitive data, and contributes directly to your organization’s long-term success.

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What Will You Learn?

  • How to Organize and Classify Records
  • You will learn the principles of setting up efficient filing systems—both physical and digital—that ensure quick access, consistency, and reduced errors.
  • Understanding the Records Lifecycle
  • You’ll explore how records move through different stages: from creation, use, storage, to final disposition—along with how to apply retention schedules properly.
  • Maintaining Confidentiality and Access Control
  • You'll gain practical skills in protecting sensitive data, managing user access, and adhering to security policies in compliance with legal and ethical standards.
  • Using Digital Tools for Records Management
  • You will become familiar with digital archiving systems, document management software, and best practices for handling electronic records.
  • Developing and Implementing Records Policies
  • You’ll learn how to create or support a records management program—including audits, disaster recovery plans, and legal compliance—to improve organizational accountability.

Course Content

Archiving and Records Management, Pt 1

  • Module 1: Introduction to Records Management
    00:52
  • Module 2: Why Record Keeping Matters
    03:48
  • Module 3: Types of Records
    04:24
  • Multiple Choice Quiz: Modules 1–3 – Archiving and Records Management
  • Assignment: Records Awareness and Application

Archiving and Records Management, Pt 2

Archiving and Records Management, Pt 3

Archiving and Records Management, Pt 4

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