Practitioner Certificate in Scottish Public Sector Records Management

4 days face-to-face or 6 half days online

Level - Advanced/Practitioner

The course is accessible to attendees without records management experience and aims to give you a grounding in the practical application of records management at a practitioner level. Download course outline and booking form.

Online courses in 2022

 – March 14, 15, 21, 22, 28, & 29

 – May 31, June 1, 7, 8, 13 and 14

 All sessions 0930-1300, delivered through MS Teams by Frank Rankin 

Cost - £1,250 + VAT per participant

Course fee includes printed course materials and support during the submission and assessment of the portfolio. Completion of the course and of the portfolio is recognised by the FYI badges of achievement scheme. 

Under the Public Records (Scotland) Act 2011, Scottish Public Authorities must designate a records manager to “have operational responsibility for records management within the organisation” and ensure that individual has “the relevant skills and training”.

This course is specifically designed to support colleagues without a formal records management background or qualification to develop the skills and knowledge to be effective and confident in the records manager role for a Scottish public authority.

On successful completion of a portfolio of work-based evidence, delegates will receive a Practitioner Certificate in Scottish Public Sector Records Management.


Course Content


Records management in the Scottish public sector

Records Management: Definitions and principles; Scope and limitations; RM as a professional discipline; Business drivers and benefits

Legislation and standards: Public Records (Scotland) Act 2011, Freedom of Information (Scotland) Act 2002 and s61 Code of Practice; General Data Protection Regulation; ISO15489; ARMA Generally Accepted Record-keeping Principles;


Records structure and retrieval

Search engines versus fileplans; Functional analysis and Business Classification Schemes; Metadata schema; file naming conventions; social media and the record. Classification, security and vital records.


Managing the records lifecycle

Concepts – Lifecycle versus continuum; Appropriate creation and capture. Drivers of records retention. Risk analysis. Retention schedule – Approaches, models and resources. Disposal and destruction of life-expired records. Archival selection, permanent preservation and transfer arrangements; Proper Arrangements for archives


Practical implementation

Tools and techniques: ECMS, EDRMS and SharePoint; Microsoft 365; Managing shared drives; Email as a record; Paper records management

Delivery: Making the business case; Training and awareness raising; Third parties and RM in contracted out functions; Programme management; Metrics and KPIs.  

Please get in touch to book a place or ask a question