Records Management Guides & Training

Guidance about records management is available for government and broader public sector organizations.

Learn more with:

• Guides
• Training

The Recorded Information Management (RIM) Manual provides supporting policy for government records management practices.

Records Management Guides

Records Management Basics

• ARCS & ORCS user guide (PDF)
• Key to ARCS/ORCS Codes and Acronyms (PDF)
• Departing Employees (PDF)
• Managing Draft Records and Working Materials (PDF)
• Managing Minister's Office Records (PDF)
• Managing Records During an Election (PDF)
• Managing Website Content (PDF)
• Office Recordkeeping System (PDF)
• Primer for Information Schedule Reviewers (PDF)
• Records Preservation - Water Damaged Records (PDF)
• Redundant Source Records Guide (PDF)
• Teleworking (PDF)
• Transitory Records Guide (PDF)

Managing Email & Collaboration Tools

• Email Decision Diagram (PDF)
• Email Tips (PDF)
• Email: Recordkeeping Responsibilities (PDF)
• Managing Email Folders (PDF)
• Instant Text Messaging (PDF)
• Live Meeting (Online Meetings) (PDF)
• OneNote (PDF)
• SharePoint (PDF)

Records Management Training

Training for managing records is offered in the following formats.

Self-directed Learning

This six-module course provides information on the fundamental concepts required for managing records and is available to anyone.

The full course takes approximately 90 minutes to complete and includes quizzes and links to additional resources.

• Course Orientation (PDF)
• Module 1: The Benefits. Why ARCS and ORCS? (PDF)
• Module 2: Classifying Records (PDF)
• Module 3: Life Cycles of Records (PDF)
• Module 4: File Maintenance (PDF)
• Module 5: Closing and Boxing Files (PDF)
• Module 6: Managing E-Records (PDF)

Learning System Courses

Government employees can register for in-person and online courses:

• IM 117: Protection of Privacy, Access to Information and Records Management (ITEM-652)
• IM 110: Managing Our Information Assets (ITEM-56)
• IM 112: Managing Government Records (ITEM-41)
• Orientation to Records Management (ITEM-152)
• Records Disposition Processing Without TRIM/CRMS (ITEM-159)
• LAN Organization (ITEM-158)
• Email and Records Management Best Practices (ITEM-570)

To learn more about these courses and to register, visit the Learning System (B.C. government only) and search for a course by its title or item number.

Customized Training

Customized in-person training sessions are available based on your office’s records management training needs. Contact your records officer for more information.