Records Management training

Five microlessons on creating, storing, retaining and disposing of records in line with UK law, from the records lifecycle and UK GDPR to risks and digital records, with two situational tests and a certificate of completion.

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Records Management (UK) course preview
5Short, TikTok-style microlessonsIn the browser or the iOS and Android apps

Compliance teams that chose 5Mins

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Collingwood nsave ICAB Delamode LOQBOX Kennedys GSK Student Cribs Millennium Hotels Paris Baguette
  • 2Assessments
  • 5Microlessons
  • IncludedCertificate of completion
About this course

What the Records Management course covers

This course explains how to create, store and dispose of organizational records in line with UK legal requirements in five microlessons. It covers what counts as a record, the records lifecycle and retention schedules, key legislation including UK GDPR, the Data Protection Act 2018 and the Freedom of Information Act 2000, the risks of poor records management, and how digital records, cloud storage and AI are changing records practice.

Learning outcomes

What your people will be able to do

  • Identify what counts as an organizational record, in any format
  • Apply retention schedules to decide whether to keep, preserve or securely dispose of a record
  • Manage records through their lifecycle with naming, metadata, version control and classification
  • Meet UK GDPR, Data Protection Act 2018 and Freedom of Information obligations
  • Assess and reduce the operational, legal and information security risks to records
  • Govern digital records, cloud services and AI-assisted classification with human oversight
Course contents

5 microlessons

Each microlesson is a short, TikTok-style video lesson, with knowledge checks along the way.

1What is Records Management?
2The Records Lifecycle
3Legal and Regulatory Frameworks
4Risks and Responsibilities of Records Management
5Digital Records and Emerging Trends

  1. What is Records Management?: What counts as a record, the scope of records management and why it matters.
  2. The Records Lifecycle: The records lifecycle, from creation and metadata to retention and disposal.
  3. Legal and Regulatory Frameworks: UK GDPR, the Data Protection Act 2018, Freedom of Information and sector rules.
  4. Risks and Responsibilities of Records Management: The legal, operational and security risks of poor records, and who is responsible.
  5. Digital Records and Emerging Trends: Digital records, cloud storage, AI-assisted governance and what regulators expect.
A 5Mins certificate of completion for Records Management (UK), lying on a desk next to a laptop
Certificate

A certificate for every learner who completes it

Learners finish every microlesson and complete the assessments. 5Mins then issues a certificate of completion for Records Management (UK).

  • Certificates and e-signatures stored against each learner
  • Audit-ready records, ready whenever an auditor asks
  • Completion shows on the Compliance Dashboard in real time
Audience and regulation

Who it's for and the law it covers

Who it's for

  • Every employee who creates, saves or shares business records
  • Records managers, information governance and data protection teams
  • Administrators and teams in regulated sectors such as health, legal, education and charities
  • Public sector teams that handle Freedom of Information requests

Laws covered

  • UK GDPR and the Data Protection Act 2018. Personal data must be accurate, kept secure and kept no longer than necessary.
  • Freedom of Information Act 2000. Gives the public a right to request information held by public authorities, which depends on good records management.
  • Public Records Act 1958. Governs the selection, care and preservation of UK public records.
How it runs in 5Mins

Assign it once, then let 5Mins do the chasing

Every course in the 5Mins library runs on the same zero-admin engine.

  • EnrollAuto-enroll

    Enroll people automatically from your HR system, with 100+ HRIS platforms supported.

  • RemindReminders

    Nudges by email, Slack, Microsoft Teams and push until the course is done.

  • RepeatRecurrence

    Set the course to repeat, for example every 12 months, and 5Mins re-enrolls people for you.

  • CertifyCertificates

    Certificates and e-signatures are issued and stored for every completion.

  • ProveAudit-ready records

    See who is complete, at risk or overdue on the Compliance Dashboard, and prove it any time.

Customer stories

Compliance teams that swapped chasing for results

Compliance, HR and L&D leaders on what changed when they moved their training to 5Mins. Pick a team to see what changed.

ComplianceCompliance Training Insurance, 205 colleagues 100%

compliance completion and pass rate since go-live

  • ~1 day saved on each compliance course (HR estimate)
  • Automated reminders and reporting

Since go-live, our compliance completion and pass rates are 100%, and it's the quickest we've ever got there. Automated reminders and reporting save us about a day per course.

Laura ChappellLaura ChappellHR Director, Collingwood
Read the Collingwood story
ComplianceCompliance Training Insurance and emergency accommodation 87%

less session time, from 2.5-3 hour sessions to modules of 25 minutes at most

  • 12 monthly sessions a year, up from 3-4
  • 95% content creation time saved

Our compliance sessions used to be two and a half to three hours in a room, and we could fit in three or four a year. Now we cover one topic a month, and I can see exactly what people are retaining.

Lucy WybornLucy WybornDirector of Learning and Development, ICAB
Read the ICAB story
ComplianceCompliance Training Legal services 80%

completion on mandatory training, up from 20%

  • Mobile microlessons finished between calls
  • Manager view of each team's progress

We were sitting at 20% completion on our mandatory training. We're now at 80%. People finish short lessons between calls, on mobile, and managers can see where their teams are, so chasing completion is no longer a one-person job.

Jamie WaltonJamie WaltonGroup Learning and Development Officer, Winn Solicitors
See more customer stories
ComplianceCompliance Training Fintech and digital banking On demand

training log showing who did what, when, and the pass rate

  • Any device phone or laptop, at their own pace
  • Rolling refreshers through the year

When I engage with the FCA, I can show that every team has had training tailored to their role, that it's up to date, and that it runs throughout the year, with a full log of who's done what.

Abdul GofurAbdul GofurHead of Compliance & Anti-Financial Crime, nsave
Read the nsave story
★ Free sample lesson

See 5Mins in action with a free sample lesson

Interested in Records Management training? Request a free sample lesson, book a short demo with our team, and we'll share your sample lessons after the call.

  • Real microlessons from our library
  • A short demo with our team
  • No card needed

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Free course catalogues

Take the catalogues with you

Free PDF catalogues to share with your compliance lead, your managers or your board.

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UK compliance

UK Compliance Catalogue

Built for UK organizations, covering GDPR, RIDDOR, Martyn's Law, employment law and the regulations your team needs day to day.

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Compliance

Global Compliance Catalogue

Stay compliant across every market you operate in, with regulatory training covering GDPR, data protection, workplace safety and more.

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Your questions answered

Questions about Records Management training

How long is the Records Management course?

It's made up of 5 microlessons, each under 5 minutes. Learners can finish it in one sitting or spread it over a few days, and 5Mins sends reminders until it is done.

Is there a certificate?

Yes. Learners get a certificate of completion once they finish every microlesson and complete the two situational tests. The record is stored in 5Mins for audits.

What is a retention schedule?

A list of the types of records an organization holds, how long each must be kept and what happens to it at the end, such as secure destruction or permanent preservation.

Which laws does the course cover?

UK GDPR, the Data Protection Act 2018, the Freedom of Information Act 2000 and public records rules, plus sector-specific record keeping requirements.

Who should take records management training?

Every employee who creates or handles records, plus records managers and information governance teams.

How often should staff take this training?

There is no fixed frequency in law. Many organizations refresh it every year alongside data protection training. In 5Mins you can set the course to repeat, for example every 12 months.

Can I try the course first?

Yes. Request a free sample lesson and book a short demo with our team. After your demo, we'll share sample lessons with you so you can see the format for yourself.

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