AI+ Records Management Workbook
Practice companion to AI+ Records & Information Management
Practice companion to T3-89.
You pinned the RECORD Protocol above your desk. The backlog didn't move.
You read AI+ Records & Information Management. The RECORD Protocol made sense — and the backlog, the retention schedule, and the FOI queue are still exactly where you left them. This workbook closes that gap: 38 exercises across four weeks, built on your own real records, backlogs, and requests. Built by an AI engineering firm for records professionals who know governance is the job — the practice that makes AI assistance defensible, not just faster.
- 38 structured exercises across four weeks — built on the record types, backlogs, and requests you handle every day
- Week 1 — the RECORD Protocol and retrieval: classify a real record end to end, then find it again
- Week 2 — retention, disposal and requests: a real disposal workflow checked against your holds register, and a full FOI or SAR case
- Week 3 — governance and unstructured content: an ISO 15489 and DELEGATE audit, plus a real shared drive or inbox triage
- Week 4 — preservation and the case for your function: a format-risk assessment, a business case, and a 90-day modernisation plan
A records manager, information manager, document controller, or information governance officer — in government, healthcare, financial services, higher education, or large corporate settings — who has read (or is working through) AI+ Records & Information Management (T3-89) and wants structured, progressive practice applying the RECORD Protocol to their own real record types, backlogs, and requests.
Also for:An archivist or compliance officer with records responsibility using the workbook as a facilitated CPD programme; a records team running a shared practice arc under an information governance officer's supervision.
- Apply the RECORD Protocol to a real record type and use AI-assisted semantic and natural-language retrieval on a real search or FOI pre-research challenge
- Build a real AI-assisted retention categorisation and disposal-flagging workflow, correctly cross-referencing a legal holds register before authorising disposal, and run a real FOI or SAR request through the full triage-search-review-draft-audit workflow — including correctly catching a disposal list that misses an active legal hold in a supplied flawed scenario
- Audit a real AI-assisted records workflow against ISO 15489 and DELEGATE governance requirements, and apply AI triage to a real unstructured content backlog — including correctly catching a governance gap in a supplied flawed classification scenario
- Apply AI to a real digital preservation or format-risk challenge, and build a real business case and 90-day modernisation plan for their own records function
- Week 1
- Applying the RECORD Protocol and Finding What You Need
- Week 2
- Retention, Disposal and Responding to Requests
- Week 3
- Governing AI and Taming Unstructured Content
- Week 4
- Preservation and Building the Case for Your Function
- Back matter
- Skill Summary · Recommended Next Reads · Glossary · Tool Reference
Built by an AI engineering firm for records professionals who know governance is the job — the practice that makes AI assistance defensible, not just faster.
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T3-65 · Job SkillsAI+ Critical Evaluation
T3-15 · Job SkillsAI+ Report Writing
T3-66 · Job SkillsAI+ Ethical AI Use in Practice
T3-89 · Job SkillsAI+ Records & Information Management