Electronic Document & Record Management Course

Introduction

This course emphasizes the critical importance of document and record management processes. Participants will gain essential skills and knowledge to effectively manage information using modern ICT tools, techniques, and applications.

Duration

5 Days

Who Should Attend?

• Compliance Officers/Managers
• Information Security Managers
• Records Managers
• Information Managers
• Operations Managers
• Knowledge Managers
• Administrators
• Librarians
• Secretaries

Personal Impact

• Develop advanced skills in document and record management, enhancing organizational efficiency.
• Master modern ICT tools and techniques for improved information handling and accessibility.
• Strengthen abilities to maintain compliance and information security standards.
• Increase proficiency in organizing and managing information resources effectively.

Organizational Impact

• Improve document and record management practices, leading to enhanced operational efficiency.
• Ensure compliance with regulatory requirements and information security protocols.
• Facilitate easier access to critical information, promoting informed decision-making.
• Foster a culture of efficient information management across departments, enhancing overall organizational effectiveness.

Course Level: Foundation

Course Objectives

At the end of this IRES training seminar, you will learn to:

• Components, legal obligations and international standards for electronic document and records management systems (EDRMS)
• Management of electronic information
• Delivering  information at the point of need
• structure and implementation  of  records retention schedule
• Development an EDRM strategy

Course Outline

Module 1

• Introduction
• Sources and uses of information
• Legal environment
• Policies and standards
• Documents vs. records

Module 2

• Document lifecycle
• The cost of non-compliance
• Business processes and document flow
• Document capture; shared folders
• Capture models
• Classification and retrieval

Module 3

• Extracting and using document content
• Document imaging vs. document management
• Interfacing and interoperability
• Access and control
• Audit trails

Module 4

• Reports
• Creating and working with new information
• Document creation
• Word templates vs. eForms
• Designing and deploying electronic forms

Module 5

• Document distribution
• Workflow and business process modelling
• Technology options
• Developing an information strategy
• Selecting EDRMS
• Implementing EDRMS

Related Courses

• Knowledge Management Models for Human Resource Managers Course

• Knowledge Audit and Gap Analysis Course

• Knowledge Modeling Course

• Create a Knowledge-Based System using Python Course

• Knowledge Management and Record Management with Azure Archive Storage

• Record Management using sphinx course