INTRODUCTION
This course is designed to equip professionals with the skills and knowledge required to successfully implement, manage, and maintain an effective EDRM system.
This 5-day course will cover essential principles, best practices, and emerging trends in EDRM, ensuring participants are well-equipped to handle the challenges of electronic document and records management in today's rapidly evolving digital landscape. Join us as we explore the intricacies of EDRM, from information governance and legal requirements to cutting-edge technologies and future trends.
OBJECTIVES
By the end of this Electronic document and records management you will be able to :
Understand the principles and concepts of EDRM, its role in information governance, and relevant legal and regulatory requirements. Implement best practices for electronic document management, including metadata, tagging, version control, and collaboration. Develop and maintain effective electronic records management processes, including retention, disposition, and legal hold procedures. Successfully implement an EDRM system that meets organizational needs and promotes efficient, secure document and records management. Stay up-to-date with emerging trends and technologies in EDRM, such as cloud-based solutions, AI, and machine learning.
WHO SHOULD ATTEND ?
This course is suitable for professionals who are responsible for managing electronic documents and records or ensuring compliance with industry regulations. Job roles may include but are not limited to:
Records and information managers
Document controllers
IT managers
Compliance officers
Archivists
Administrators
Anyone seeking to improve their EDRM skills
COURSE OUTLINE
Day 1
Introduction to Electronic Document and Records Management (EDRM)
Overview of EDRM and its importance
Differences between documents and records
The role of EDRM in information governance
Legal and regulatory requirements
EDRM models and standards
Day 2
Electronic Document Management
Creating and capturing electronic documents
Document metadata, tagging, and taxonomy
Document version control and collaboration
Document search and retrieval
Security and access control
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Day 3
Electronic Records Management
The lifecycle of electronic records
Retention and disposition schedules
Legal holds and preservation of records
Records classification and indexing
Auditing and monitoring records
Day 4
Implementing an EDRM System
Assessing organizational needs and requirements
Choosing the right EDRM solution
Planning and executing the implementation process
Training staff and promoting user adoption
Developing a maintenance and support plan
Day 5
EDRM Best Practices and Future Trends
EDRM best practices for security, compliance, and efficiency
Cloud-based EDRM solutions and their benefits
Integrating EDRM with other information management systems
AI and machine learning in EDRM
Course summary and action plan for the workplace
