Electronic Document and Records Management Training Course

This course will discuss the importance of document and record management processes. It will equip participant with the requisite 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.

Course Objective:

• 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 Content

• Introduction
• Introduce e-library management and techniques
• The structure of e-library filing, indexing, storage and search
• Review documentation, document control and records management
• Sources and uses of information
• Legal environment
• Policies and standards
• Review guidelines for International Federation of Library Association (IFLA)
• ISO standards for e-library, documentation and document management
• Regulatory, compliance and legal considerations
• Documents vs. records
• Document lifecycle
• Design overview
• Creating e-library filing and documentation control policies and procedures
• Creating indexing and metadata, storage, archive and search systems and setting up security
• The cost of non-compliance
• Business processes and document flow
• Document capture; shared folders
• Capture models
• Classification and retrieval
• Extracting and using document content
• Document imaging vs. document management
• Interfacing and interoperability
• Access and control
• Audit trails
• Reports
• Creating and working with new information
• Document creation
• Word templates vs. eForms
• Designing and deploying electronic forms
• Document distribution
• Workflow and business process modelling
• Technology options
• Review of IT e-library management systems
• Roles and responsibilities
• Project planning and implementation
• Developing an information strategy
• Selecting EDRMS
• Implementing EDRMS

General Notes

• Register for online training and enjoy discount of (10% to 50%).
• All our courses can be Tailor-made to participants needs
• Course duration is flexible and the contents can be modified to fit any number of days.
• Presentations are well guided, practical exercise, web based tutorials and group work. Our facilitators are expert with more than 10years of experience.
• One year free Consultation and Coaching provided after the course.