Description
Introduction to electronic document and records management
Effective document and records management is essential for ensuring compliance, security, and efficiency in modern organizations. This intensive 5-day training provides participants with the latest ICT tools and techniques to manage electronic documents and records seamlessly. Participants will learn how to implement an Electronic Document and Records Management System (EDRMS), ensuring easy access, security, and compliance with legal and organizational standards.
Course Details
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Duration: 5 Days
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Level: Foundation
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Delivery Mode: In-person / Virtual
Who Should Attend?
This course is ideal for professionals responsible for document management, compliance, and information security, including:
✔ Compliance Officers & Managers
✔ Information Security Managers
✔ Records & Information Managers
✔ Operations & Knowledge Managers
✔ Administrators & Librarians
✔ Secretaries
Why Attend?
Personal Benefits
✅ Develop advanced document and record management skills
✅ Master modern ICT tools for improved information handling
✅ Strengthen compliance and information security expertise
✅ Increase efficiency in organizing and managing electronic documents
Organizational Benefits
🏢 Improve overall document and record management efficiency
🏢 Ensure compliance with regulatory and security standards
🏢 Facilitate seamless access to critical information for better decision-making
🏢 Foster a culture of organized and secure information management
Course Objectives
By the end of this training, participants will be able to:
✔ Understand key components, legal obligations, and international standards for Electronic Document and Records Management Systems (EDRMS)
✔ Implement best practices for managing electronic records
✔ Deliver information efficiently at the point of need
✔ Develop and apply a records retention schedule
✔ Create and execute a strategic EDRMS plan
Course Outline
📌 Module 1: Introduction to Electronic Document and Records Management
🔹 Sources and uses of information in an organization
🔹 Understanding legal and regulatory environments
🔹 Policies and standards in document management
🔹 Documents vs. records: Key distinctions
📌 Module 2: Document Lifecycle and Compliance
🔹 Understanding the document lifecycle
🔹 The cost of non-compliance and risk management
🔹 Business processes and document flow optimization
🔹 Document capture methods: Shared folders & capture models
🔹 Classification and retrieval techniques
📌 Module 3: Managing and Securing Electronic Information
🔹 Extracting and using document content effectively
🔹 Document imaging vs. document management
🔹 Ensuring system interoperability & access control
🔹 Implementing audit trails for document security
📌 Module 4: Creating & Organizing Electronic Information
🔹 Generating accurate reports for document tracking
🔹 Document creation best practices
🔹 Using Word templates vs. electronic forms (eForms)
🔹 Designing and deploying electronic forms for workflow automation
📌 Module 5: Implementing an EDRMS Strategy
🔹 Document distribution and sharing protocols
🔹 Workflow and business process modeling for EDRMS
🔹 Technology options for electronic document management
🔹 Developing an effective organizational information strategy
🔹 Selecting and implementing the right EDRMS solution
