Reporting, Record Keeping and Information Governance
Clear and accurate documentation is essential in every workplace. Whether you’re recording decisions, tracking actions, or communicating across teams, well-kept records ensure accountability, support compliance, and reduce the risk of misunderstandings.
This course provides professionals from any sector with the tools to improve their reporting and record-keeping practices. It covers the key principles of writing effective documents, maintaining confidentiality, and understanding your legal responsibilities under the Data Protection Act 2018 and UK GDPR.
You’ll also explore common challenges, such as unclear communication, information overload, and workplace culture that may affect the quality of documentation. The course encourages practical, defensible record keeping that stands up to scrutiny, whether internally or during audits, inspections, or disputes.
What You Will Learn
- Understand the purpose and importance of clear, professional record keeping in any workplace
- Learn how to write records and reports that are structured, concise, and fit for purpose
- Identify what information should be recorded and how to ensure it is accurate and relevant
- Explore the key elements of defensible documentation—clear, factual, and free from personal bias
- Understand common workplace challenges, such as “tick-box” cultures and unclear expectations
- Learn how to protect personal or sensitive information in line with data protection legislation
- Understand the principles of information governance, including secure storage and sharing of data
- Explore how good record keeping supports communication, accountability, and organisational standards
- Know how to report incidents, concerns, and actions in a way that is transparent and auditable
- Gain confidence in using workplace documentation systems or contributing to process improvements
Certification
All successful participants will receive a certificate of achievement upon completion.
