Office Administration & Digital Productivity · Intermediate level

Intermediate level · Module 2 of 6 · 15 guided hours

Records Management and Confidentiality

Manage records through their life cycle, protect confidential information and apply retention rules.

Learning objectives

  • Classify records and apply access rules
  • Apply a retention and disposal schedule
  • Protect confidential and personal information

Topics

  • the records life cycle
  • classification
  • access control
  • retention schedules
  • secure disposal
  • personal data protection

Lessons

  1. Lesson 1 The Records Life Cycle and Classification

    Understand how records are created, used, stored and disposed of.

    records life cycleactive and inactive recordsclassificationsensitivity levels

  2. Lesson 2 Retention and Disposal

    Keep records for as long as required, then dispose of them securely.

    retention schedulelegal and donor requirementssecure disposaldisposal log

  3. Lesson 3 Confidentiality and Access Control

    Protect personal and sensitive information in paper and digital records.

    need to knowaccess permissionspersonal dataclear desk

Practical activity

Create a records classification and retention schedule for an office and set access rules for its shared folders and paper files.

Expected outcomes

  • Records that are findable, secure and kept for the right time
  • Protected confidential information

Assessment

Records schedule and access rules reviewed for completeness and appropriateness.

Taught live by an instructor — online or in person. Free course lessons are for self-study and do not lead to a certificate — see registration options.