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Documentation and Record-Keeping - Level 2 - e-learning Course - ComplyPlus™ LMS - The Mandatory Training Group UK -

Documentation and Record-Keeping - Level 2

Name: Documentation and Record-Keeping - Level 2
Brand: The Mandatory Training Group
SKU: 6697827269
Price: 19.99 GBP
Availability: InStock
Rating: 4.7 (663 reviews)

Trusted by over 1 million learners, The Mandatory Training Group delivers accredited courses through ComplyPlus™ LMS, our AI-powered, interactive e-learning platform. Designed for compliance and impact, our training supports CQC, Ofsted, HSE and other regulatory standards.

Price:

£19.99 + VAT

Course reviews:

Level:

Duration:

2 hours

Method:

Fully online 24/7 via ComplyPlus™ LMS

Platform:

Desktop, Laptop, Mobile, Tablet

Course access expiry:

365 days

Certificate validity:

3 years - CPD-accredited, instant digital certificate on completion

Last updated:

01 May 2026 (V2.6)

Accepted payments:

Course overview

CPD-Accredited | CQC, NMC, GMC, & HCPC Compliant | UK GDPR-Aligned | ComplyPlus™ LMS

This Documentation and Record-Keeping Level 2 online course equips health and social care professionals with the knowledge to maintain accurate, secure and legally compliant records. It covers documentation standards, confidentiality, access rights, retention periods, data protection principles and GDPR responsibilities. This course supports CQC Regulation 17 and promotes safe, accountable, consistent and effective record management in care settings, services and professional practice.

Course content

This Documentation and Record-Keeping e-learning course covers:

Definition and purpose of health and clinical records in practice
Legal and professional record-keeping requirements in health and social care
CQC Regulation 17 and governance responsibilities in care settings
Confidentiality, consent and data protection principles
Access to records and subject access request procedures
Retention periods for different record types and legal expectations
GDPR terminology and data controller responsibilities
Storage, security and safe disposal of records
Electronic and paper-based record systems in practice environments
Documentation standards, accuracy, accountability and audit requirements in practice.

Who is this course for?

This Documentation and Record-Keeping eLearning course is for:

NHS and independent healthcare professionals in regulated settings
Nurses, doctors and allied health professionals maintain records
Care workers and support staff documenting care delivery
Community and domiciliary care providers handling service-user records
Managers responsible for governance, compliance and record oversight.

Aims

The aims of this Documentation and Record-Keeping online course are to:

Strengthen understanding of legal, regulatory and professional record-keeping standards, enabling learners to produce accurate, complete and contemporaneous records that support safe and effective care delivery in practice settings and environments
Promote accurate, defensible documentation practices while enhancing confidentiality, data protection compliance and governance to support accountability and regulatory compliance in health and social care settings and services.

Learning objectives

This Documentation and Record-Keeping e-learning course will:

Explain what constitutes health and clinical records in practice and care settings
Detail legal frameworks, including the UK Data Protection Act 2018 and GDPR requirements
Clarify CQC Regulation 17 and relevant professional regulatory expectations in practice
Present best practice standards for maintaining documentation quality and accuracy in records
Outline access rights, subject access requests, statutory retention periods, and disposal requirements
Explore electronic record systems, audit trails, and secure digital documentation processes
Demonstrate secure storage, confidentiality safeguards, and effective data protection measures
Reinforce accountability, governance responsibilities, and compliance in care settings.

Learning outcomes

At the end of this Documentation and Record-Keeping eLearning course, learners will be able to:

Define health records and explain their legal and professional significance in practice settings
Apply data protection and confidentiality principles appropriately in care settings and environments
Identify who can and cannot access patient or service-user records in practice
Determine appropriate retention periods for different record types in line with guidance and policy requirements
Demonstrate secure storage, handling and disposal procedures for records
Produce clear, contemporaneous and defensible documentation in practice
Support organisational compliance with CQC, professional standards and governance requirements in care settings and professional contexts and roles effectively in practice.

Course assessment

Multiple-choice knowledge assessment with a minimum pass mark of 80%
Assessment questions mapped directly to course learning outcomes
Unlimited assessment retakes included
Confirms knowledge of documentation standards, data protection, confidentiality and record management.

Course certification

CPD-accredited digital certificate issued on successful completion
Certificate available for immediate download as a secure PDF
Supports evidence of governance and documentation competence in regulated care environments
Certificate authenticity can be verified via the ComplyPlus™ platform.

Refresher requirements

This course certificate must be refreshed every 3 years
Earlier refresher is required if legislation, guidance, workplace policy or risk assessments change.

Course accreditation

Externally reviewed and accredited by the Continuing Professional Development (CPD) Certification Service, ensuring high-quality training meeting international standards
Supports compliance with CQC Regulation 17
Informed by the Data Protection Act 2018, UK GDPR and professional guidance (NMC, GMC, HCPC)
Reinforces safe, accurate and accountable record-keeping in care.

Frequently asked questions

Why is this online documentation and record-keeping course important?

This online course ensures accurate records, supports patient safety and legal compliance, and provides evidence of care in audits, complaints, or investigations.

What does this documentation and record-keeping e-learning course cover?

This e-learning course covers legal requirements, GDPR, confidentiality, record access, retention, governance, and best-practice documentation standards.

Who should take this documentation and record-keeping eLearning course?

This eLearning course is suitable for healthcare staff, managers and anyone responsible for creating, managing or storing patient or service-user records.

How do I log on to the eLearning platform?

After purchasing a course, you'll receive an email with your login details and a platform access link to ComplyPlus? LMS (optimised for Google Chrome). Your email address will serve as your fixed username. To avoid access issues, ensure your purchase information is accurate and up to date.

I haven't received my login details. What should I do?

Your login details are emailed automatically right after purchase. Please check your Spam or Junk folder, as some email providers (like Google or Yahoo) may direct them there.

How do I download my certificate(s)?

Once you have successfully completed the end-of-course assessment with a passing score, your certificate will be made available online on ComplyPlus? LMS . It is issued in a quality-assured PDF format and can be downloaded directly from the platform.

Once available, you can:

Download the certificate directly to your device
Save a digital copy for your records
Print a physical copy if needed.

No physical copy will be mailed, as all certificates are issued electronically for convenience and instant access.

Can I request name changes on certificates?

Learners are not allowed to change their names directly in the LMS. This is to ensure that the name reflected on the certificate belongs to the actual individual who completed the course and to prevent the risk of name forgery or transferring certificates to others.

If you need to request a name change, please contact our Support Team by submitting your concern through this form. Kindly include a clear reason for the change and any supporting documentation required for verification.

Do you give discounts for bulk purchases?

Yes, we offer competitive volume discounts for organisations enrolling multiple candidates in any of our online training courses. To view our current volume discount options, click here.

Login steps

If you are a New User, check the email you provided for the login instructions
If they are not in your Inbox, please check your Junk/Spam folder
Follow the instructions provided and proceed to the LMS
If you are an Existing User, proceed to your account
If you cannot remember your account password, click here
If you bought 1 license, you can either assign the course to yourself or another person once you log in
If you bought 2 or more licenses of the same course, a group account will be automatically created so you can add and monitor your learners.

Need Help? Contact our support team via Live Chat for quicker assistance or email info@mandatorytraining.co.uk

Kasim B.

Very well executed course with good knowledge based.

Nicholas S.

Compulsory exercise. Reminded me of what I already knew. Interpretation of application is what can lead to censure & remediation, happy to comply.. but novel interpretation leads to discreditation of older & completely relevant management; not really appropriate!

Laura L.

Very informative and I learnt alot

Dorothy M.

Good

Gracie Brookes

Learning is easier at your own pace. Excellent value for money.

Gabriel Hudson

Very useful, easy to learn and interesting.

James Hall

The course was really easy to understand.

Jonathan Doherty

Nicely explained with examples so easy to understand. The end of unit quizzes work very well to retain key information.

Robert Winter

Explained clearly and thoroughly. Helped a lot.

Robert Winter

Explained clearly and thoroughly. Helped a lot.

Aidan Rice

I was very impressed with the detail included in the course. The little quizzes during the revision of the course were really helpful.

Laura Rhodes

It was straight forward and really well laid out.

Laura Rhodes

It was straight forward and really well laid out.

Elliot McKenzie

This course gives you everything you need, it's well presented and very easy to do. It covers all your needs.

Lauren Hayward

Quite in depth detail but good experience and learning.

Georgina Matthews

I found it Interesting.

Eloise Fowler

Clear to understand, pleasant voice. Helpful and informative without being too wordy.

Archie Todd

Well structured learning materials

Joshua Pearce

Very accessible training. Though it would be a good idea to send notification reminders to customers when training was about to expire or when it would be a good idea to refresh.

Owen Ryan

Very easy to use and access. Quick too, considering I used my tablet not a laptop. Concise information.

Callum King

I found the course easy to use and when I did have a problem and called the staff were very helpful thank you

Harriet Smart

Thank you.

Rebecca Clarke

The company is very professional, the list of courses is rich and fitted to our needs.

Sean Chamberlain

I found the training very clear and well presented.

Sean Chamberlain

I found the training very clear and well presented.

Jasmine Sanders

I thought the course was very informative . It has made me realise that I needed an update. I have ordered a first aid book so that I can keep up to date and learn more.

Danielle Cunningham

Fantastic service and quick course.

Danielle Cunningham

Fantastic service and quick course.

Lola Jordan

Simple, easy to understand, like the little tests along the way.

Eve Grant

Well presented and easy to follow

Elizabeth Cox

A very informative course.

Anna Lyons

Good format and helpful staff.

Isabel Owen

This really works well.

Lydia Kerr

This was a very easy course to follow. The fact that you could go back to previous pages was convenient. It was helpful to have the occasional recap question.

Jade James

I enjoyed doing the course, it was very informative for both work and home. It took rather a long time, but it was good that you could return to it at your leisure.

Ben Cunningham

Useful information which allows for convenient topic development at work as opposed to time-expensive trips out of the office.

Tom Kent

Very easy to complete and easy to follow. Good informative course

Amelia Birch

Love these online courses, well worth the money

Abby Mitchell

interesting course, easy to access learning materials

Abby Mitchell

interesting course, easy to access learning materials

Ella Morley

Informative course, very easy to complete.

Charlie Reed

Easy to follow at my own pace and comprehensive

Matilda Andrews

The course was laid out well and easy to follow.....as a parent I loved the fact that I could come back to the course when time allowed.

Matilda Andrews

The course was laid out well and easy to follow.....as a parent I loved the fact that I could come back to the course when time allowed.

Finley Woods

really good course

Ethan Whitehouse

Quick and convenient training. Thank you.

Mason Yates

Course was well explained, and clear to understand. Enjoyed the experience.

Anthony Craig

Clear, well organised and comprehensive.

Ellis Winter

Fast, efficient and easy to follow.

Zoe Gallagher

The course was very informative and was very clear which made it easy to learn and take information in. Very good and helpful.

Jamie Slater

The course was easy to access, the website was well laid out.

Jamie Slater

The course was easy to access, the website was well laid out.

Bailey Grant

This course was just exactly what I needed, well explained and more relaxing doing it online, and very informative.

Leo O'Connor

Instructions given in a very precise manner. Ten out of ten for the female narrator.

Bailey Grant

This course was just exactly what I needed, well explained and more relaxing doing it online, and very informative.

Jacob Walton

Interesting and very useful.

Reece Warner

Really enjoyed the course, it was very informative and contained a lot of content covering exactly what I needed.

Joseph Lord

Very well put together course, with good questions.

Joseph Lord

Very well put together course, with good questions.

litsa D.

Very straight forward, easy to understand.

Matilda Gilbert

Easy to use and very helpful. Thanks

Chelsea Hamilton

Easy and straightforward to use.

Matilda Gilbert

Easy to use and very helpful. Thanks

Alex Morrison

Very easy to use and straight forward

Laura Heath

The module is really interesting. I have learnt a lot. The structure of the module is easy to follow and understandable.

Bradley Bradshaw

I enjoyed working through this course. The information was easy to understand and the questions acceptable.

Owen Lamb

I still passed however.

Taylor Brookes

The exercises throughout the course were helpful to ensure the material had been understood and retained - a few more of these might be useful.

Ruby Whitehouse

very good information

Amy Horton

No problems, nice clear course

Nathan Peacock

Because it is very easy to use and you also learn lot

Kyle Wood

Basically mug proof. Just make sure you listen and you won't fail.

Harry Bosworth

Well thought out, great course

Freya Gilbert

Fee competitive, Certificate always good to have.

Sam Gill

Very good course, very informative and very interesting.

Hayden Hodgson

Found the test to be very interesting, and very educational, quick and easy.

Hayden Hodgson

Found the test to be very interesting, and very educational, quick and easy.

Maisie Blackburn

Easy to use, good information well presented.

Kiera Townsend

Thank you for making it possible. Keep up the good work.

Kiera Townsend

Thank you for making it possible. Keep up the good work.

Ben Fuller

Straightforward, easy to understand, relevant and informative. Haven't studied online for some time and enjoyed doing this! The technology has vastly improved.

David Farmer

Comprehensive course What would you recommend to improve the course? Nothing What did you like most about the course? Everything Would you recommend this course to your colleagues? Yes

Laura Ford

The course is simple to access and pay for.

Maddison Bailey

A well run course and a good price.

Ian_Watson

A clearly presented course on record keeping that mainly focussed on the legal framework. The course explained a complicated subject very well here but more detain was needed on what sort of things need to be entered into records particularly in high risk situations What would you recommend to improve the course? More information on specific information to be recorded in the record particularly dangerous treatments What did you like most about the course? Clear presentation Would you recommend this course to your colleagues? Yes

Declan Middleton

Very happy with the course, very helpful information.

Declan Middleton

Very happy with the course, very helpful information.

Mara Coffey

Really like my training,it's the same as a teacher in front of my class.

Maisie Glover

An excellent way to learn basics, easy to use tutorials, with plenty of time to go back over the tutorial. Would recommend The Mandatory Training Group.

Agnes Oluyinka Oyewole

It is good learning curve What would you recommend to improve the course? Time What did you like most about the course? Explainatio Would you recommend this course to your colleagues? Yes

Isaac Davis

I loved the accessibility and the way I could undertake the work when I had time.

Sebastian West

Efficient, topic oriented, great images and graphics.

Aamir Zaeem

good course What would you recommend to improve the course? nothing What did you like most about the course? precise Would you recommend this course to your colleagues? Yes

Leo Stone

The course was well laid out with good reinforcement of learning. The aims were clear and the information concisely given.

Fahma Abilahiissa

GOOD What would you recommend to improve the course? HEALTH RECORD What did you like most about the course? HEALTH RECORD Would you recommend this course to your colleagues? No

Apsana Begum

The course was informative, easy to follow and detailed all the relevant points needed to understand

Aimee Donnelly

User friendly platform.

Sucdi Esse

it was very interesting topic and I've learnt a lot. What would you recommend to improve the course? nothing. What did you like most about the course? everything Would you recommend this course to your colleagues? Yes

Sean Davey

The courses I have taken with you were excellent, very thorough and clear.

Lukasz Golec

I enjoyed the content of the course. What would you recommend to improve the course? I believe that there should be more videos and the information should be read to the learner. What did you like most about the course? Interesting Would you recommend this course to your colleagues? Yes

Documentation and Record-Keeping - Level 2 - e-learning Course - ComplyPlus™ LMS - The Mandatory Training Group UK - data-zoom-image=

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Assessment and certification

Documentation and Record-Keeping - Level 2

Course overview

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Who is this course for?

Aims

Learning objectives

Learning outcomes

Course assessment

Course certification

Refresher requirements

Course accreditation

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