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Records Management and Data Retention

Last Update July 18, 2026
4.5 /5
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  • Level: Intermediate
  • Duration: 2 Hours
  • Lectures: 5 Lessons
  • Access: 1 Year
  • Language: English
Records Management and Data Retention
$99.00

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Course overview

Records management is essential for maintaining accurate information, meeting retention duties, protecting privacy, and supporting organizational accountability. Poor recordkeeping can create compliance gaps, security risks, audit challenges, legal exposure, and difficulty retrieving reliable information when needed.

The Records Management and Data Retention course covers records lifecycle management, information governance, Canadian regulatory frameworks, retention schedules, privacy compliance, secure disposal, digital records, cybersecurity, legal holds, e-discovery, and sector-specific recordkeeping requirements.

Learners will understand how records are created, classified, stored, protected, retained, archived, and disposed of within a controlled governance framework. Certification is provided upon successful completion of the course.

 

Key topics included

  • Records lifecycle, information governance, classification, metadata, and accountability

  • Retention schedules, privacy compliance, secure storage, archiving, and defensible destruction

  • Digital records, cloud storage, cybersecurity, access controls, and data protection

  • Legal holds, e-discovery, litigation readiness, audit evidence, and vital records

  • Employment, payroll, healthcare, public sector, financial, and AML recordkeeping

  • Enterprise governance, AI, automation, data mapping, ethics, and continuous improvement

Entry requirements

  • There are no formal academic prerequisites for this course. Learners should have basic English reading and comprehension skills and a willingness to understand information governance, privacy responsibilities, retention expectations, and secure recordkeeping. A careful, ethical, and organized approach to handling workplace information will support successful learning.

Who is this course for

This course is suitable for records management staff, compliance officers, privacy teams, HR professionals, finance personnel, healthcare administrators, public sector employees, legal support staff, managers, supervisors, and employees responsible for creating, storing, retaining, protecting, or disposing of organizational records.

Certification

Certificate

Curriculum

20 Topics Covered 2 Hours
  • Foundations of Records Management, Information Governance, and Canadian Regulatory Framework
  • Module 1 Quiz
  • Records Lifecycle Management, Retention Schedules, and Privacy Compliance
  • Module 2 Quiz
  • Digital Records Management, Cybersecurity, and Legal Readiness
  • Module 3 Quiz
  • Sector-Specific Records Management and Canadian Compliance Requirements
  • Module 4 Quiz
  • Enterprise Information Governance, Emerging Technologies, and Future Practice
  • Module 5 Quiz
  • Records Management and Data Retention Final Exam

Frequently Asked Questions

Anyone interested in records management, data retention, information governance, or workplace compliance can enroll. The course is suitable for employees, supervisors, managers, records staff, compliance teams, privacy personnel, legal support staff, and professionals who handle organizational information.
You will learn about records lifecycle management, governance principles, retention schedules, privacy compliance, secure disposal, digital records, cybersecurity, legal holds, e-discovery, vital records, sector-specific requirements, emerging technologies, and continuous improvement in records management.
Records management training is important because organizations must retain accurate information, protect sensitive records, meet legal obligations, and dispose of data appropriately. Strong awareness helps reduce compliance gaps, privacy risks, audit issues, and poor information control.
Yes. The course supports better awareness of classification, retention, privacy obligations, secure storage, defensible destruction, digital preservation, legal readiness, and governance expectations. It helps learners understand how records should be managed throughout their lifecycle.
Yes. Certification is provided upon successful completion of the course and any required assessments. The certificate demonstrates your understanding of the key principles and practical applications covered in the training.