Records Management Specialty Certificate Course

An introduction to the discipline of Records Management, arming you with the Why, What and How of organizing, storing, accessing, and disposing of information once it is no longer needed.

Besides its people, information is the most valuable asset of any organization. But the volume and variety of information that needs to be managed can oftentimes be staggering.

As the heartbeat of a department, division or an organization, the administrative professional is often tasked with managing information to assure it is available to those that rely on it to carry out their work. Sounds easy enough, but the task can quickly become overwhelming.

The Records Management Specialty Certificate will introduce you to the discipline of Records Management, arming you with the Why, What and How of organizing, storing, accessing, and disposing of information once it is no longer needed.

This course will cover the following:

• Information Overload: Why we need to do Records Management
• Cost
• Complexity
• Risk
• Records Management Overview
• The Information Lifecycle
• Generally Accepted Recordkeeping Principles
• Records Management as a discipline
• Paper vs. electronic
• To scan or not to scan
• Retrieval considerations
• Filing schemes
• Naming conventions
• Metadata
• Storage considerations
• Onsite/offsite
• File shares, hard drives, archives
• Cloud (e.g. Dropbox, SharePoint Online)
• Retention and disposition
• How long do we have to keep this?
• Disposition considerations
• Information Security starts with Records Management
• Information access management
• Secure storage
• Secure destruction

The course will conclude with an interactive Course Assessment exercise where participants will put their learning to the test.

*We strongly recommend taking only one CAPstone course at a time to ensure you have the time and capacity to fully immerse yourself in the learning experience. This focused approach allows you to engage deeply with the material, apply your knowledge effectively, and achieve the best outcomes for your professional development.

Participants are required to be online at the same time for the 60-minute live weekly, virtual discussions; these take place every week on Fridays from 12:00 pm - 1:00 p.m. Central time for the 8-week course on the Zoom platform.

This course runs from September 22 - November 14, 2025.

All materials included.  Course fees are non-refundable and non-transferable.