Course Overview

This course enables participants to learn about the best practices for implementing and managing a Records Management System (RMS) as specified in ISO 30301. The participant will learn the different components of an RMS, and how an RMS relates to other management systems, such as ISO 9001, ISO 14001 and ISO 27001.

Who should attend?

  • Members of a quality, information security, environmental or energy management team
  • Professionals wanting to gain a comprehensive knowledge of the main processes of a Records Management System (RMS)
  • Staff involved in the implementation of the ISO 30301 standard
  • Staff involved in operations related to a RMS
  • Auditors

Learning objectives

  • To understand the implementation of a Records Management System in accordance with ISO 30301
  • To understand the relationship between a Records Management System and compliance with the requirements of different stakeholders of the organization
  • To know the concepts, approaches, standards, methods and techniques allowing to effectively manage a Records Management System
  • To acquire the necessary knowledge to contribute in implementing a Records Management System (RMS) as specified in ISO 30301

Course Agenda

Day 1: Introduction to Records Management System (RMS) concepts as required by ISO 30301
  • Introduction to the ISO 30000 family of standards
  • Introduction to management systems and the process approach
  • Fundamental principles of Records Management System
  • General requirements: presentation of the clauses 4 to 10 of  ISO 30301
Day 2: Implementing requirements from ISO 30301 and Certification Exam
  • Implementation phases of the ISO 30301 framework
  • Continual improvement of a Records Management System
  • Conducting an ISO 30301 certification audit
  • Certification Exam



Educational approach

  • This training is based on both theory and practice:
    • Sessions of lectures illustrated with examples based on real cases
    • Review exercises to assist the exam preparation
    • Practice test similar to the certification exam

Examination and Certification

  • The “PECB Certified ISO 30301 Foundation” exam fully meets the requirements of the PECB Examination and Certification Programme (ECP). The exam covers the following competence domains:
    • Domain 1: Fundamental principles and concepts of Records Management
    • Domain 2: Records Management System (RMS)
  • The “PECB Certified ISO 30301 Foundation” exam is available in different languages (the complete list of languages can be found in the examination application form)
  • Duration: 1 hour
  • For more information about exam, refer to PECB section on ISO 30301 Foundation Exam
  • A certificate of "PECB Certified ISO 30301 Foundation" will be issued to participants who successfully pass the exam and comply with all the other requirements related to this credential
  • For more information about ISO 30301 certifications and the PECB certification process, refer to PECB section on ISO 30301 Foundation Certification

General Information

  • Certification fees are included in the exam price
  • A student manual containing over 200 pages of information and practical examples will be distributed to participants
  • A participation certificate of 14 CPD (Continuing Professional Development) credits will be issued to participants
  • In case of failure of the exam, participants are allowed to retake the exam for free under certain conditions

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