Workshop On Electronic Document And Record Management

This course discusses the importance of document and processes of record management. It will equip participants with the knowledge and skills of effective management of information using ICT tools, applications and techniques.

COURSE OBJECTIVES

• Learn about components, legal obligations and international standards for electronic documents and records management systems (EDRMS)
• Understand electronic information management
• Know how to deliver information at the point of need
• Understand records retention schedule structure and implementation
• Develop an EDRM strategy

DURATION

5 Days

WHO SHOULD ATTEND

The course targets compliance managers, Information security managers, Records managers, Information managers, operations managers, administrators, librarians, and secretaries.

COURSE OUTLINE

• Introduction to electronic document
• Information sources and uses
• Legal environment of electronic document
• Policies and standards
• Records versus document
• Lifecycle of documents
• Non-compliance costs
• Document flow in business processes
• Capture of document; shared folders
• Capture models
• Classification and retrieval of electronic document
• Extraction and use of document content
• Document imaging versus document management
• Interfacing and interoperability
• Access and control of electronic document
• Audit trails
• Reports
• Creation and utilization of new information
• Creation of documents
• Word templates versus eForms
• Design and deployment of electronic forms
• Distribution of document
• Modeling of workflow and business process
• Technology options
• Development of an information strategy
• Selection of EDRMS

• EDRMS implementation

GENERAL NOTES

• This course is delivered by our seasoned trainers who have vast experience as expert professionals in the respective fields of practice. The course is taught through a mix of practical activities, theory, group works and case studies.
• Training manuals and additional reference materials are provided to the participants.
• Upon successful completion of this course, participants will be issued with a certificate.