Course Overview

The Advanced Electronic Document and Records Management Systems (EDRMS) training is designed to deliver advanced concepts in document and records management.  Many organisations have embarked on implementing EDRMS systems, with varying degrees of success.

This course is designed for professionals who have responsibilities for records management whether they are in the public or private sector. The course will expose delegates to recent knowledge in records management as well as consider the opportunities and challenges brought by electronic information technologies. Participants will also learn various issues relating to the legal and organizational environment for conventional and electronic record keeping which will include: the protection of records as evidence, the need for compliance with evidence laws, the challenges of meeting audit requirements, the importance of adequate budgets and the importance of identifying relevant legislation and policies. The course will also focus on digital preservation and archival description, archival codes of ethics and key issues involved with applying standards

Target Group

• Administrative / personal Assistants, Records and information professionals who have some knowledge of electronic records approaches and issues.

• Records staff with a solid grounding in IT and EDRMS principles
• IT or business unit staff who need to implement electronic document and records management systems
• This course is designed for records staff that have little or no experience with computers.
• It will be of particular value to organizations that plan to need to comply with records management regulations and standards.
• Organizations who are in the process of implementing Document and Records Management systems
• Organizations looking to extract value out of existing systems All organizations (public and private sector)

Course Objectives

 This training course will help organizations:

• To reduce costs and service delivery
• Improve access to information
• Improve tracking accountability of records
• Improve security of information
• Develop a disaster recovery plan
• Enhance information sharing internally & externally
• Preserve historic documents
• Provide document security

This training course will help the participant:

• Provide a consistent understanding as to what EDRMS and ECM systems are, and highlighting the differences between them
• Position ECM and Knowledge Management in a cohesive framework
• Provide a framework for developing a business case for implementing EDRMS or ECM systems
• Provide generic (non-vendor-specific) EDRMS solution design methodologies
• Provide detailed policy and procedures frameworks
• Equip delegates to be able to create their own communications plan for the EDRMS/ECM implementation
• Equip delegates to implement a trustworthy Imaging system
• Show the differences and interrelationships between data and documents or records
• Enable delegates to build metadata schema for their organizations
• Equip delegates to understand and prepare for managing e-mail as a record
• Establish an e-discovery framework
• Conduct an analysis of work processes that generate or capture records
• Establish a plan for digital preservation
• Establish the necessary Governance structures