Records Management in the Civil Service

26 November 2024
Management, Leadership and Teams

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For further information, please email David Leakey on [email protected] or phone on +44 20 7661 7817.

This course is designed to provide a comprehensive introduction to the subject of records management in the civil service and the wider public sector. It covers all the main knowledge you need, explains the terminology, examines what processes are involved, and explores the benefits of good records management for everyone working in the civil service, whatever your role or level.

Who is the seminar designed for?
The seminar is designed for civil servants at all levels, who need to acquire a deeper understanding of the importance and uses of records in their work. It will be of relevance and interest to people at all levels of seniority, as the subject of records management cuts right across roles and grades.

Benefits of attending
You will be provided with a clear and comprehensive overview of the subject of records management in the civil service and you will understand how it underpins efficiency, accountability and risk management. You will learn the benefits of best practice in capturing, using and protecting records in all formats.

Learning outcomes
You will:

  • Understand the importance of record-keeping
  • Learn about the scope of records in various forms
  • Understand the legal, business and ethical drivers for records management
  • Gain insight into the best practices for managing records throughout their lifecycle
  • Understand how records management is implemented and the roles that everyone has to play

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Times on the Agenda are in Coordinated Universal Time (UTC)
Start time in Eastern Time: 08:00. Finish Time: 12:30
Start time in British Summer Time: 13:00. Finish time 17:30


12:00 – Introduction

  • Definitions and terminology relating to information and records management. Exploring and demystifying the jargon; and understanding what makes up a “record”.
  • Why does it matter? Exploring the drivers for and benefits of records management, including compliance and operational aspects. This includes the legal and regulatory framework, such as Public Records Acts, the Civil Service Code, Freedom of Information, Data Protection and the Inquiries Act 2005.

The Governance Framework

  • Exploring the concept of information asset management. Understanding the interrelated disciplines that enable the effective handling and management of records throughout their lifecycle.
  • The core framework of policies, procedures, roles and responsibilities, training and awareness that will deliver effective records management.

Record Creation and Capture

  • Key principles for record quality and compliance (including data protection).
  • The Government Security Classifications Policy (GSCP) in the UK 
  • The use of records systems.
  • Suitable controls of keeping physical records.
  • Approaches to naming, classification and organisation.

Implementing Records Management Day-to-Day: Session One

  • Creating “good” records; a look at accuracy, authenticity and other qualities.
  • Filing and finding – storing records appropriately in approved systems.
  • The purpose of records retention, disposal and the transfer rules – what to keep?
  • Access, security and sharing considerations.
  • Continuous implications of enabling best practice in Data Protection and Freedom of Information.

Implementing Records Management Day-to-Day Session Two

  • Considerations when staff leave or move, including Machinery of Government changes.
  • Consideration if new projects are commenced or new system or processes are introduced.
  • Identifying information and records risk.
  • Working with the Knowledge and Information Management (K&IM) team on developing and implementing suitable procedures.

Final Questions, Discussion

16:30 Close

Our L&D ethos

  • We’re here to enable you to perform better!

Our L&D team

  • All former practitioners, now professional trainers, our L&D team have provided open and bespoke solutions for more than 100,000 public servants from 120 countries

Our L&D seminars

  • A vast reservoir of international, transferable knowledge and perspectives about effective, delivery-focused approaches to working smarter in the public sector


The price of attending this Virtual Training Seminar is:
GBP £250 per person
CAD $430 per person
EUR €290 per person
USD $320 per person

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Please contact us for further details, or to arrange a conversation with a member of our training team to discuss in-house delivery options, including tailoring the day’s training to your specific needs.
You can email David Leakey on [email protected] or phone on +44 20 7661 7817.

Crown Commercial Service supports the public sector to achieve maximum commercial value when procuring common goods and services.