Office & public service
Records & Information Management
Build an evidence-led Records & Information Management foundation you can explain in a real workplace or interview.
Control records so information stays accurate, findable and protected.
About this course
Learn classification, retention, access, digital records, privacy, audit trails and information quality.
Career relevance
Where this can take you
Designed for learners exploring public-service careers and building a practical, honest portfolio.
Portfolio project: Create a Records & Information Management capstone pack that documents your purpose, method, evidence, quality check and next action.
Skills you will gain
Practical skills, not just theory
What you will learn
Understand the core workflow behind records & information management.
Create practical evidence using controlled, workplace-ready methods.
Make evidence-led decisions, communicate limitations and escalate appropriately.
Present a portfolio-ready capstone and development plan.
Objective map
A numbered, measurable syllabus
Every lesson, knowledge check and practical activity maps to the objectives below. Domain weights show how much of the programme each area represents.
Domain 1
Records & Information Management: role and foundations to Retention
- 1.1Explain and distinguish records & information management: role and foundations in a realistic records & information management context: establish the purpose, professional boundaries and workplace context for records & information management.
- 1.2Demonstrate classification in a realistic records & information management context: apply classification to a realistic records & information management brief, documenting the decision, evidence and next action.
- 1.3Demonstrate retention in a realistic records & information management context: apply retention to a realistic records & information management brief, documenting the decision, evidence and next action.
Domain 2
Access to Privacy
- 2.1Demonstrate access in a realistic records & information management context: apply access to a realistic records & information management brief, documenting the decision, evidence and next action.
- 2.2Demonstrate digital records in a realistic records & information management context: apply digital records to a realistic records & information management brief, documenting the decision, evidence and next action.
- 2.3Demonstrate privacy in a realistic records & information management context: apply privacy to a realistic records & information management brief, documenting the decision, evidence and next action.
Domain 3
Audit trails to Integrated Records & Information Management workflow
- 3.1Analyse and evaluate audit trails in a realistic records & information management context: apply audit trails to a realistic records & information management brief, documenting the decision, evidence and next action.
- 3.2Demonstrate information quality in a realistic records & information management context: apply information quality to a realistic records & information management brief, documenting the decision, evidence and next action.
- 3.3Apply and control integrated records & information management workflow in a realistic records & information management context: connect the programme topics into one controlled workflow with clear inputs, checks, handover points and escalation boundaries.
Domain 4
Portfolio lab: Records & Information Management case to Final Records & Information Management capstone
- 4.1Complete and defend portfolio lab: records & information management case in a realistic records & information management context: create a portfolio-safe records & information management artefact from a realistic workplace scenario and explain the choices made.
- 4.2Complete and defend final records & information management capstone in a realistic records & information management context: complete and review an end-to-end records & information management case with evidence, quality checks, limitations and a professional recommendation.
How the programme works
Learn, practise, explain and prove it
This is a long-form, eight-week guided programme rather than a stack of short articles. Each module contains six substantial lessons that move from concepts and methods into a worked case, a quality clinic, a workplace lab and assessed reflection.
1. Guided learning
Study the purpose, process, risks and professional standard through structured readings and active notes.
2. Worked cases
Compare plausible options, expose missing evidence and defend a decision under realistic constraints.
3. Quality clinics and labs
Diagnose weak work, revise it against a rubric and create portfolio evidence with a full audit trail.
4. Hard assessment
Pass applied checks and the final assessment at 85%, with no unresolved critical-error questions.
Curriculum
A complete programme, module by module
The curriculum below shows the actual learning pathway, objective and evidence for every module. Full lessons remain locked until enrolment.
Build the base
Standards, vocabulary and the core method you will use throughout the programme.
01Records & Information Management: role and foundationsEstablish the purpose, professional boundaries and workplace context for records & information management.+
Measured objectiveExplain and distinguish records & information management: role and foundations in a realistic records & information management context: establish the purpose, professional boundaries and workplace context for records & information management.
Evidence you will produceA responsible records & information management: role and foundations case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
02ClassificationApply classification to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveDemonstrate classification in a realistic records & information management context: apply classification to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible classification case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
03RetentionApply retention to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveDemonstrate retention in a realistic records & information management context: apply retention to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible retention case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
Milestone: You can explain the fundamentals and complete a first guided task.
Develop core skills
The working skills and tools of the role, practised one at a time.
04AccessApply access to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveDemonstrate access in a realistic records & information management context: apply access to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible access case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
05Digital recordsApply digital records to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveDemonstrate digital records in a realistic records & information management context: apply digital records to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible digital records case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
06PrivacyApply privacy to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveDemonstrate privacy in a realistic records & information management context: apply privacy to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible privacy case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
Milestone: You can carry out routine work independently and check it properly.
Apply it in realistic scenarios
Case studies and simulations with competing priorities and incomplete information.
07Audit trailsApply audit trails to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveAnalyse and evaluate audit trails in a realistic records & information management context: apply audit trails to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible audit trails case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
08Information qualityApply information quality to a realistic records & information management brief, documenting the decision, evidence and next action.+
Measured objectiveDemonstrate information quality in a realistic records & information management context: apply information quality to a realistic records & information management brief, documenting the decision, evidence and next action.
Evidence you will produceA responsible information quality case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
09Integrated Records & Information Management workflowConnect the programme topics into one controlled workflow with clear inputs, checks, handover points and escalation boundaries.+
Measured objectiveApply and control integrated records & information management workflow in a realistic records & information management context: connect the programme topics into one controlled workflow with clear inputs, checks, handover points and escalation boundaries.
Evidence you will produceA responsible integrated records & information management workflow case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
Milestone: You can make and justify decisions in realistic situations.
Prove it and plan your next step
Portfolio evidence, final review and a development plan you can show an employer.
10Portfolio lab: Records & Information Management caseCreate a portfolio-safe records & information management artefact from a realistic workplace scenario and explain the choices made.+
Measured objectiveComplete and defend portfolio lab: records & information management case in a realistic records & information management context: create a portfolio-safe records & information management artefact from a realistic workplace scenario and explain the choices made.
Evidence you will produceA responsible portfolio lab: records & information management case case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
11Final Records & Information Management capstoneComplete and review an end-to-end records & information management case with evidence, quality checks, limitations and a professional recommendation.+
Measured objectiveComplete and defend final records & information management capstone in a realistic records & information management context: complete and review an end-to-end records & information management case with evidence, quality checks, limitations and a professional recommendation.
Evidence you will produceA responsible final records & information management capstone case record showing verified facts, stakeholder needs, action, privacy or policy check and escalation route.
Six guided lessons + worked case + quality clinic + workplace lab + hard knowledge check
Milestone: You have portfolio-ready evidence and a clear next step.
Suggested pace
Eight-week study plan
Plan for roughly 5–9 hours each week across readings, worked cases, practice, portfolio production and assessment remediation. Repeat a week when the knowledge checks show a gap.
Week 1
Records & Information Management: role and foundations to Classification
- •Complete the six guided lessons for Records & Information Management: role and foundations and Classification and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the records & information management: role and foundations and classification portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 2
Retention
- •Complete the six guided lessons for Retention and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the retention portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 3
Access to Digital records
- •Complete the six guided lessons for Access and Digital records and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the access and digital records portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 4
Privacy
- •Complete the six guided lessons for Privacy and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the privacy portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 5
Audit trails
- •Complete the six guided lessons for Audit trails and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the audit trails portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 6
Information quality to Integrated Records & Information Management workflow
- •Complete the six guided lessons for Information quality and Integrated Records & Information Management workflow and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the information quality and integrated records & information management workflow portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 7
Portfolio lab: Records & Information Management case
- •Complete the six guided lessons for Portfolio lab: Records & Information Management case and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the portfolio lab: records & information management case portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Reach at least 85% on the week’s checks, resolve every critical error and save the reviewed portfolio evidence before continuing.
Week 8
Final Records & Information Management capstone
- •Complete the six guided lessons for Final Records & Information Management capstone and build structured notes against the objective codes.
- •Analyse the worked case, compare two defensible options and submit a reasoned decision record.
- •Complete the quality clinic, correct the weak draft and document every revision against the rubric.
- •Produce the final records & information management capstone portfolio evidence and complete the hard knowledge checks.
- •Review every incorrect answer, explain why each distractor fails and schedule targeted retrieval practice.
Checkpoint: Submit the capstone evidence pack, defend the key decision, remediate every weak objective and pass the final assessment at 85% with no critical misses.
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Assessment and certificate
A scenario-led records & information management case, practical portfolio review and final knowledge assessment. It is a UGEN ACADEMY completion record, not an external professional credential.
Who this is for
- ✓Learners exploring public-service careers.
- ✓Job seekers building practical records & information management evidence.
- ✓Professionals developing a structured new capability.