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IM Training: Introduction to Information Management

  • 17 Jun 2024
  • 9:00 AM
  • 2 Jul 2024
  • 10:30 AM
  • 5


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This introductory level course is designed for those who are new to information and records management in any sector, who want to get to grips with information management best practice, or those who want to understand more about the 'why' of information management and what it involves.

The course explores all the basics of information and records management across both the physical, and digital environments. It also covers the role information and records professionals play in their organisation, and how good information management contributes to their organisation's success.

The course is divided into seven modules of 90 minutes each. Each module is delivered online with its own workbook which is sent out to participants beforehand. There is also a small amount of homework to be done between modules to support learning.

Course topics

The course covers the following:

  • Session 1 (17 June 2024) - course overview, defining IM and record-keeping
  • Session 2 (19 June 2024) - legislation and standards
  • Session 3 (21 June 2024) - storage and handling, disaster recovery and business continuity planning
  • Session 4 (24 June 2024) - creation and control using classification structures, physical file management
  • Session 5 (26 June 2024) - metadata, email management, databases
  • Session 6 (1 July 2024) - shared network drives, electronic document management systems, digitalisation
  • Session 7 (2 July 2024) - managing non-current information, disposal of information, archives 

What you need to know

  • Sessions run from 9.00am to 10.30am.
  • We use MS Teams as the online platform.
  • You will need a microphone and webcam/video as interaction with others on the course is necessary and strongly encouraged.
  • You will need a quiet space so there are no distractions for the participants.
  • The maximum number of attendees will be eight.
  • You will receive an email with a link to each session (2-3 days before the training session is due to start)

We recommend you log in ten minutes before the training session starts (8:50am) to ensure that you can hear and see everything. If you have any issues, please contact

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