ISO 30301:2019 - MANAGEMENT
SYSTEM FOR RECORDS

Overview
ISO 30301, as a Management System for Records, serves as a guide for organizations to develop policies and objectives regarding records. By using its defined responsibilities, systematic processes, evaluation, and improvement processes, it assists organizations in achieving these objectives. The implementation of a records policy based solely on the requirements of the organization will lead to forming reliable information and evidence about business processes and activities.
ISO 30301 was developed to help organizations implement, operate, and improve an efficient Management System for Records (MSR).
Benefits of ISO 30301 Certification
Assist the organization to implement MSR.
Gain competitive advantage.
Increase effectiveness and efficiency.
Promote the best records practices.
Contribute to continuous improvement.
Help the organization to improve performance.
ISO 30301 Foundation (FD):
ISO 30301 Foundation training enables you to learn the basic elements to implement and manage a Management System for Records (MSR) as specified in ISO 30301. During this training course, you will be able to understand the different modules of an MSR, including MSR policy, procedures, performance measurements, management commitment, internal audit, management review and continual improvement.
After completing this course, you can sit for the exam and apply for an “SandBP Certified ISO 30301 Foundation” credential. An SandBP Foundation Certificate shows that you have understood the fundamental methodologies, requirements, framework, and management approach.
ISO 30301 Lead Implementer (LI):
ISO 30301 Lead Implementer training enables you to develop the necessary expertise to support an organization in establishing, implementing, managing, and maintaining a Management System for Records (MSR) based on ISO 30301. During this training course, you will also gain a thorough understanding of the best practices of Management Systems for Records and be able to provide consistent services through a reliable, up-to-date, and properly managed records system.
After mastering all the necessary concepts of Management Systems for Records, you can sit for the exam and apply for an “SandBP Certified ISO 30301 Lead Implementer” credential. By holding an SandBP Lead Implementer Certificate, you will be able to demonstrate that you have the practical knowledge and professional capabilities to implement ISO 30301 in an organization.
- Introduction to ISO 30301 and initiation of an MSR
- Plan the implementation of an MSR
- Implementation of an MSR
- MSR monitoring. measurement, continuous improvement, and preparation for a certification audit
- Certification Exam
- PREREQUISITE: A fundamental understanding of ISO 30301 and comprehensive knowledge of implementation principles.
ISO 30301 Lead Auditor (LA):
ISO 30301 Lead Auditor training enables you to develop the necessary expertise to perform a Management System for Records (MSR) audit by applying widely recognized audit principles, procedures, and techniques. During this training course, you will acquire the knowledge and skills to plan and carry out internal and external audits in compliance with ISO 19011 standards.
TAfter acquiring the necessary expertise to perform this audit, you can sit for the exam and apply for an “SandBP Certified ISO 30301 Lead Auditor” credential. By holding an SandBP Lead Auditor Certificate, you will demonstrate that you have the capabilities and competencies to audit organizations based on best practices.
Terms of Certification
Candidates who score 70% and above in the examination will be issued an SANDBP certificate.
In case you do not meet the pass mark, you can retake the exam for FREE after the first attempt while subsequent retakes would come at a cost.
Criteria for Suspending and Withdrawing the Scope of Certification
SANDBP reserves the right to suspend or revoke certifications for reasons including fraud, deceit, or submission of inaccurate data.
Process:
Certificate holders will be notified by certified mail if evidence of charges is found.
They may present their defense in writing to the certification board.
The board will review the case and decide to uphold or deny the suspension/revocation.
Causes for Suspension/Withdrawal:
Improper use of certificates/logos
Malpractices
Providing false information
Ineligibility for applied examinations
Voluntary suspension requests
Recertification Process
Recertification ensures that certified individuals maintain their knowledge and skills in line with the latest standards and practices. It is a critical process that reaffirms the competency of certified professionals, allowing them to stay current with evolving industry standards.
Criteria for Recertification:
Transition Exam:
- Individuals must take and pass a transition exam when there is a change in the current version of the certification standard.
- The transition exam focuses on the updates and changes in the new version of the standard, ensuring that certified individuals are knowledgeable about the latest requirements and practices.
Adherence to Code of Ethics:
Certified individuals must adhere to a code of ethics, demonstrating professionalism and integrity in their practice. Any violations of the code of ethics may result in the suspension or revocation of certification
Payment of Recertification Fees:
Payment of the required recertification fees is necessary to process and validate the renewal of certification.
Introduction
To maintain the integrity and fairness of our examinations, specific guidelines have been established for proctoring. These rules apply to all candidates and must be adhered to strictly. Failure to comply may result in disqualification or other disciplinary actions.
General Requirements
Technology Setup
- Device: Use a desktop or laptop with a working webcam and microphone. Mobile phones or tablets are not permitted unless explicitly allowed.
- Internet: Ensure a stable internet connection with sufficient bandwidth to stream video and audio continuously.
- Browser: Use the designated browser as specified by the exam platform.
- Power Backup: Ensure your device is fully charged and/or connected to a reliable power source.
Environmental Setup
- Location: Choose a quiet, well-lit room with minimal distractions.
- Background: Ensure the background is plain and free of any clutter or distractions.
- Privacy: No other person is allowed in the room during the examination.
Pre-Exam Procedures
Present a valid government-issued photo ID or institution-approved identification document. Ensure that no unauthorized materials (e.g., books, notes, or electronic devices) are present.
During the Exam
Behavior Guideline
- Focus on the Screen: Avoid looking away from the screen for extended periods.
- No Assistance: You are prohibited from receiving help from anyone or any external resource.
Prohibited Items
- Electronic devices such as mobile phones, tablets, smartwatches, and earphones.
- Books, notes, or any other study material unless explicitly permitted.
Proctor Interaction
- Follow all instructions given by the proctor.
- If contacted for clarification or rule enforcement, respond promptly and cooperatively.
- Inform the proctor immediately in case of technical issues.
Post-Exam Procedures
Submission
- Ensure your exam responses are submitted within the designated time.
- Do not close the exam window or disconnect until you receive confirmation that your submission is successful.
Feedback
- Report any technical issues or concerns to the designated support team immediately aƜer the exam.
Violations and Consequences
Examples of Violations
- Using unauthorized materials or devices.
- Attempting to impersonate another candidate.
- Engaging in suspicious behavior (e.g., frequent movement, talking).
- Disconnecting intentionally without justification.
Consequences
- Warnings for minor infractions.
- Disqualification of the exam attempt for major violations.
Support and Troubleshooting
Contact the technical support team in case of any issues with logging in, connectivity, or proctoring tools. (support@sandbp.net)

$33
- Level : Foundation
- Duration: 2 Days
- Exam Duration : 1 hour
- Retake Exam: Yes
- Passing Score: 70%

$115
- Level : Lead Implementer
- Duration: 4-6 Days
- Exam Duration : 2 hours
- Retake Exam: Yes
- Passing Score: 70%
Exam Is Proctored

$115
- Level : Lead Auditor
- Duration: 4-6 Days
- Exam Duration : 2 hours
- Retake Exam: Yes
- Passing Score: 70%