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Personal Development and Productivity

Data Entry and Records Management

Capture data quickly and accurately and set up a records system that keeps paper and digital records organised, findable, secure and properly disposed of.

Level
Beginner
Format
Written, self-paced
Length
About 6 hours
Lessons
15
Modules
4
Certificate
Yes, verifiable
Last updated
October 2026

About this course

Learn to capture data quickly and accurately and to organise, store, retrieve and dispose of paper and digital records properly.

Self-paced written course: text lessons, practical exercises, module quizzes and a final project, delivered online. No video and no live tutor.

What you will learn

  • Enter data accurately using touch typing, the numeric keypad and well-structured spreadsheets and forms
  • Build validation rules and drop-down lists that prevent errors at the point of entry
  • Clean data by finding errors, standardising formats and removing duplicates safely
  • Verify batches using double entry, control totals and sample checks
  • Design a file plan, naming conventions and folder structure for paper and digital records
  • Create a retention schedule and carry out secure, documented disposal of records

Curriculum

Module 1Accurate Data Entry4 lessons
  1. 1Why Data Accuracy Matters4 min read Free preview
  2. 2Typing Speed and Accuracy Techniques4 min read
  3. 3Data Entry in Spreadsheets and Forms4 min read
  4. 4Validation Rules and Drop-Down Lists3 min read
  5. QuizModule quiz, 4 questions
Module 2Data Quality4 lessons
  1. 5Spotting and Correcting Common Errors3 min read
  2. 6Removing Duplicates and Standardising Formats3 min read
  3. 7Double Entry and Verification Checks4 min read
  4. 8Confidentiality When Handling Personal Data4 min read
  5. QuizModule quiz, 4 questions
Module 3Records Management4 lessons
  1. 9The Records Life Cycle4 min read
  2. 10File Plans and Classification Schemes3 min read
  3. 11Naming Conventions and Folder Structures3 min read
  4. 12Digitising and Scanning Paper Records3 min read
  5. QuizModule quiz, 4 questions
Module 4Storage, Retrieval and Disposal3 lessons
  1. 13Retention Schedules and Archiving4 min read
  2. 14Secure Disposal of Records3 min read
  3. 15Course Project: Records Management System for a Small Office3 min read
  4. QuizModule quiz, 4 questions

Final project

Records Management System for a Small Office. A practical brief with ordered steps, what to produce and how to check your own work. You confirm it in your learner area.

Who it is for

  • Data entry clerks who want to work faster with fewer errors
  • Office administrators, registry and records staff
  • Small business owners who want to organise their paperwork and files

Not for you if you already work confidently with everything in the curriculum below. Look at the other personal development and productivity courses instead.

Requirements

  • Basic computer skills, including opening and saving files
  • A computer with Microsoft Excel or free access to Google Sheets
  • Access to a scanner or a phone scanning app for the digitisation exercise

What is included

  • 15 written lessons
  • 15 practical exercises
  • 4 module quizzes
  • A final project
  • Certificate of completion with a verification code
  • Lifetime access to what you buy

Questions about this course

What do I need before I start?

Basic computer skills, including opening and saving files. A computer with Microsoft Excel or free access to Google Sheets. Access to a scanner or a phone scanning app for the digitisation exercise.

What device do I need?

A phone, tablet or computer with a modern web browser and an internet connection. Lessons are written, so they work on slow connections.

How long do I have access?

Lifetime access to the full course or to any module you buy. All Access and Teams give 12 months of access to every course.

Can I get a refund?

Yes: a full refund within 14 days of purchase if you have completed less than 30% of the course (or of the module, for a single module). Read the refund policy.

Should I buy a module or the full course?

A module (USD 10) unlocks that module's lessons and quiz. The full course (USD 39) unlocks everything and leads to the certificate. If you buy modules first, each one you own is credited at USD 10 when you buy the full course.

Which currency will I pay in?

US dollars (USD). Prices include all taxes where applicable. Your bank may apply its own conversion fee. Card payment is being set up with our bank. After you place your order we email you payment instructions within one working day; your access starts as soon as payment is confirmed.

Personal Development and Productivity learning path

All 15 open courses in this subject for USD 349. Bought separately they cost USD 595, so you save USD 246.

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