Appraisal and Disposal of Records

3-DAY Skills Programme on:
Records Management: Appraisal and Disposal
(Based on US: 259458, NQF Level 4, 8 Credits)


  • Understanding of the purpose of having an effective disposal programme as an important element in ensuring effective records management.
  • A basic understanding of the process of appraisal, the various techniques used, abroad and nationally, and various schools of thought on the activity.
  • A basic understanding of the process of macro-appraisal, its advantages and shortfalls.
  • Knowledge of and understanding disposal authorities and their relationship to various sections of   legislation associated with records.
  • Understanding of the purpose and process of the office of origin determining the retention periods for records. A basic understanding of the criteria that should be used during this process.

This course is aimed mainly at: Records managers registry staff and registry clerks, work-study officials, business analysts, archivists, information managers and system administrators.


  • Understanding the relevant concepts effecting appraisal, retention and disposal;
  • Duties and responsibilities of record manager in regard to document classification, retrieving and disposal;
  • Classification systems;
  • Understanding appraisal;
  • Appraising policies and practices;
  • Investigations during the appraisal process;
  • Understanding retention;
  • Retention Periods;
  • Understanding disposal
  • Clearing up of records.

COURSE OUTCOMES: After successful completion of this skills programme, the learner will be able to:

  • Define and explain classification systems.
  • Apply classification system(s). (The learner will also be able to create and maintain records according to the classification system and evaluate the classification system and make recommendations to authorised individuals).
  • Evaluate classification systems (in terms of their differences, advantages and disadvantages)
  • Awareness of the necessity of introducing and managing a records management disposal programme
  • Familiarity with various appraisal techniques as well as schools of thought and problems associated with the process.
  • Awareness of the necessity for an organisation to have a clearly defined appraisal policy.
  • Applying the process of macro-appraisal and its relationship to effective recordkeeping systems.
  • Compilation of an appraisal report.
  • Awareness of the various disposal authorities and responsibility of the office of origin.
  • Successful application of criteria in determining retention periods for records.
  • An ability to identify and define the basic terms used in appraisal, retention and disposal; understanding of the importance of effective appraisal, retention and disposal programmes; basic assessment of administrative and enduring values of records; compiling and implementing disposal authorities and determining retention periods.

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Course Details

Course Start Date 29 Oct 2018, 8:00 am
Course End Date 31 Oct 2018, 4:00 pm
Price Per Person (ex VAT) R4,780.87
Unit Standards LeMark Course
NQF na
Credits na
Location Protea Capital Hotel
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