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Electronic Records Management

Categories: Enterprise Management
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About Course

The 5-day course will provide participants with both a theoretical and practical understanding of the key concepts of Electronic Records Management including Archiving. The course will give an overview of records management terminology, concepts, and procedures to successfully manage records in today’s offices. It also touches on the legal issues around record retention.

 

Introduction:

Massive amounts of electronic data, records and documents are being created and stored everyday posing a  major challenge to any organizations whether a growing small business, a multinational company or a government agency. Recent events involving large and well- recognized companies that have experienced lack of knowledge about corporate events, such as BP oil spill, in many ways points to the need to have ready and organized access to electronic information so that emergencies can be responded to and authorities can be answered to.

This is just one example that has brought a heightened awareness of the need to follow systematic policies as part of a comprehensive records and information program within any organization.

Whether you have yet to implement a document retention and management program that incorporates electronic records, or you need to update an existing plan, you cannot affords to miss this Training.

 

Course Objectives:

At the end of the course attendees will be able to:

  1. Understanding the difference between records and non records in a an electronic information environment.
  2. Understanding the role Meta-data plays in Managing Electronic Records.
  3. Create Retention plans that support Electronic records
  4. Create Records and information Management Policy that incorporates the use of Electronic Records.
  5. Identify the criteria that need to be used for evaluating tools to help support the electronic records management process.
  6. Understanding Digital Preservation and practices needed to support it.
  7. Understand how to cut running costs and improve services through proper electronic records management.
  8. Understand how to Stimulate, creativity, motivation and loyalty with the organization through Electronic Records Management.
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What Will You Learn?

  • Understand and Implement advanced principles of Electronic Document and Records Management
  • Be equipped with the tools to implement new systems or streamline existing systems
  • Understand potential for introducing new technologies in Document and Records Management
  • Facilitate the move to Enterprise Content Management
  • To ensure that your organization is Compliant

Course Content

Introduction to Electronic Records and Electronic Records Management
• What are electronic Records • Review of EDRMS components and functionality: ◦ Document Imaging ◦ Document Services ◦ Workflow ◦ Electronic management of physical records ◦ Enterprise report Management (Output management) ◦ Microforms ◦ Integration between Document and Records Management systems • The Technological Framework for Electronic Records Management • Legal and Organizational Environments

The role of Standards and Guidelines
International Standards for Management of Electronic Records(ISO standards)

Metadata
• Understanding metadata requirements • Capture of metadata

Records and information Governance
• Developing Records Governance • Developing Procedures and Accountabilities

Analyzing work processes that capture or manage records
• Aligning records management/ECM to corporate strategy • Determining those processes which impact on record keeping • Designing the classification system accordingly

Developing a strategy for EDRMS
• Developing a business case • Gathering commitment, resources and funding • Creating a roll out plan • Programme and project management considerations

Planning an Electronic Records Management Project
• Conducting the Electronic Records Survey • What does it Mean to “Manage” Electronic Records • Developing Classification Schemes • Appraising and disposing of Electronic Records • Developing Access Policies in an Electronic Environment

Key Technical Terms and definitions

Selecting and implementing an ERMS software
• In-sourced and out-sourced software. • Features and Functions. • Todays ERMS in the market.

Marketing EM program to the Organization top Management

Understanding Key concepts in Digital Preservation
• Basic preservation Practices. • Preserving Electronic Records in a Trusted Digital Repository

New horizons and how your organization Can Be Prepared for Change