Training & managed services
Records management training on your own system, for your own staff
Hands-on training on your own live system, not generic slideware.
A records system is only as good as the people using it. Our training is hands-on and practical. It is delivered on your own live system with your own documents, so staff leave knowing exactly what to do on Monday morning.
Sessions cover records management principles, your filing and naming conventions, scanning and upload discipline, retention basics and staff obligations under the Data Protection Act 2019.
Who it is for
Staff who will use a new EDMS or Koha library system. Registry and records officers who want a refresher. Managers responsible for data protection. New staff joining an organisation with an established records system.
The problem it solves
Systems fail when staff are not confident with them. People save to their desktop, name files however they like, or keep printing because they do not trust the digital copy. Generic training does not help, because it does not show your system, your file plan or your rules.
How we do it, step by step
Needs check
We agree who is attending, what they do day to day and what they need to be able to do afterwards.
Tailored material
Exercises use your own file plan, naming rules and document types.
Hands-on sessions
Staff practise on the live system, not on slides.
Reference material
Every participant receives a printed manual and a quick-reference card.
Follow-up
We provide 30 days of support after training for questions that come up in real work.
What records management training covers
- Records basics: what a record is, why it matters and who is responsible for it
- Filing and naming: your file plan and naming convention, and why consistency matters for search
- Scanning and upload: preparing documents, checking quality and indexing correctly
- Retention: what your retention schedule means in daily work
- Data protection: staff duties under the Data Protection Act 2019, including access and sharing
Formats
Training is delivered on site as a half day (three hours) or a full day (six hours), for mixed groups or by department. Refresher sessions can be arranged for new staff or after changes to the system.
What you receive
- On-site training, half-day or full-day
- Printed manual for every participant and a quick-reference card per person
- 30 days of post-training support
Timelines and cost
Sessions are half a day or a full day, scheduled around your operations. Fees are scoped per engagement, and you receive a written proposal within 48 hours.
Frequently asked questions
- Can you train staff on a system you did not install?
- Yes, where we can access the system and understand how it is configured. We review it before planning the session.
- How many people can attend a session?
- We agree group sizes so everyone can practise on the system. Larger teams are split into groups.
- Is data protection covered?
- Yes. Every session covers staff duties under the Data Protection Act 2019 as they apply to the records your staff handle.
- What happens after the training?
- Thirty days of support for questions that come up. Managed services can continue support after that.
Related services
EDMS Implementation
Our flagship: an electronic document management system configured to your organisation.
Library Automation & Information Services
Koha, DSpace and AtoM, delivered separately or as one Information Estate.
Managed Services
An ongoing partnership that keeps your system accurate, secure and in use.
Sectors this service is built for: Libraries and education, SMEs.
Start with a conversation.
Tell us what your records look like today. We will meet you on site, listen, and send a written proposal within 48 hours.