ISO 30301:2019 Management Systems for Records Foundation Level Training and Certification Program

Programme Summary

Build an understanding of records management using ISO 30301:2019. Participants connect record creation, reliable capture and controlled lifecycle decisions with responsibilities and performance measures. Exercises based on a regulated service provider records case develop requirement interpretation, evidence selection and gap recognition. The programme establishes a foundation for trustworthy organisational evidence and accessible business records and further implementation or auditor development.

Training Objectives

1 Explain records management requirements; 2 Connect requirements with operational responsibilities; 3 Recognise unauthorised record destruction; 4 Select relevant implementation evidence; 5 Prepare for further practical development.

Learning Outcomes

1 Map records to business evidence needs; 2 Specify capture and metadata controls; 3 Apply retention and access decisions; 4 Evaluate preservation and disposition evidence; 5 Prioritise records management improvements.

Target Audience

Records Managers; Information Governance Managers; Document Control Managers; Compliance Managers; Management System Coordinators.

Target Industries

Government Administration; Financial Services; Healthcare Administration; Engineering Project Services; Legal and Professional Services.

Course Contents

• Module 1 Standard Purpose and Practical Application: Management system purpose and intended outcomes; Requirement guidance and evidence distinctions; Course case scope and learning responsibilities.
• Module 2 Records Context and Business Requirements: Business activities and evidence needs; Records obligations and interested parties; System boundaries and climate relevance.
• Module 3 Records Governance and Planning: Records policy and accountable responsibilities; Objectives risks and implementation priorities; Resources competence and awareness arrangements.
• Module 4 Creating and Capturing Records: Business process triggers for record creation; Capture requirements and responsible roles; Metadata and links to business context.
• Module 5 Classification and Access Controls: Classification structures and retrieval requirements; Access permissions and confidentiality safeguards; Integrity authenticity and accountability evidence.
• Module 6 Retention and Authorised Disposition: Retention rules and applicable obligations; Legal holds and disposition suspension; Approval transfer and destruction records.
• Module 7 Storage Preservation and Continuity: Storage conditions and media suitability; Digital preservation and format migration; Availability protection and recovery arrangements.
• Module 8 Records Systems and Change: System design and records functionality; Outsourced records services and responsibilities; Change control and data migration assurance.
• Module 9 Records Evaluation and Improvement: Records performance and operational monitoring; Internal audit and management review; Nonconformity corrective action and continual improvement.
• Module 10 Interpreting Requirements in Context: Mandatory requirements and proportionate application; Interfaces with applicable legal obligations; Supported judgements and unresolved interpretation issues.
• Module 11 Selecting Relevant Management System Evidence: Records classification schemes; Retention and disposition schedules; Access and preservation records.
• Module 12 Foundation Application Workshop: Map responsibilities within the supplied case; Match controls to relevant requirements; Explain gaps and practical next steps.

Assessment

• 60 single best answer questions, including applied scenarios; one mark per question.
• 90 minute invigilated digital examination with identity verification. Approved accessibility adjustments preserve the assessed competence.
• Clean standard text and supplied case documents permitted; internet, messaging and external AI tools prohibited.
• Individual applied assessment (45 minutes): Using a supplied regulated service provider records case, produce a records lifecycle map and responsibility register, link three controls to relevant requirements and explain one unresolved weakness.
• Assessment criteria: Accurate interpretation of records management requirements; Relevant use of records classification schemes; Clear connection between controls responsibilities and identified gaps.
• Pass each component separately: 45/60 written marks (75%) and at least 70% on the applied task.
• All mandatory criteria must pass: Do not fabricate evidence or knowingly present unsupported conformity conclusions; Protect confidential or personal information within supplied case material.
• Individual results and feedback are provided. One reassessment may follow coaching under the published enrolment terms.

Certification

• Successful learners receive a TQCSI Arabia digital Certificate of Successful Completion.
• The certificate records the learner name, exact programme title, teaching hours, completion date and unique verification reference.
• Verified identity, full attendance and separate written and applied passes are required; all mandatory critical criteria must be met.
• Proposed issue target: within 30 calendar days of approved results and settlement of applicable fees.
• Records assessed foundation knowledge of records management; it does not establish professional auditor status, independent personnel certification or organisational certification.
• Attendance confirmation may record completed hours for unsuccessful learners; it does not certify successful completion.

Programme Profile

Number of daysNumber of daysNumber of days

333

Total teaching hoursTotal teaching hoursTotal teaching hours

18 hours; breaks, pre course work and formal final assessments excluded.18 hours; breaks, pre course work and formal final assessments excluded.18 hours; breaks, pre course work and formal final assessments excluded.

Delegates allowedDelegates allowedDelegates allowed

Maximum 20 delegates.Maximum 20 delegates.Maximum 20 delegates.

Training prerequisitesTraining prerequisitesTraining prerequisites

No formal qualification required. Familiarity with records management activities and everyday business processes is recommended.No formal qualification required. Familiarity with records management activities and everyday business processes is recommended.No formal qualification required. Familiarity with records management activities and everyday business processes is recommended.

Pre course assignment and assessmentPre course assignment and assessmentPre course assignment and assessment

Complete a 20-minute diagnostic and identify how records classification schemes support a supplied operational case.Complete a 20-minute diagnostic and identify how records classification schemes support a supplied operational case.Complete a 20-minute diagnostic and identify how records classification schemes support a supplied operational case.

End of course assessmentEnd of course assessmentEnd of course assessment

60 question written exam (90 minutes) and individual applied task (45 minutes).60 question written exam (90 minutes) and individual applied task (45 minutes).60 question written exam (90 minutes) and individual applied task (45 minutes).

Passing criteriaPassing criteriaPassing criteria

75% written and 70% applied, passed separately; full attendance. All mandatory criteria must pass.75% written and 70% applied, passed separately; full attendance. All mandatory criteria must pass.75% written and 70% applied, passed separately; full attendance. All mandatory criteria must pass.