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Advanced Electronic Document and Records Management

Advanced Electronic Document and Records Management

Master EDRMS: Advanced course for IT & records staff. Streamline systems, ensure compliance, and leverage new technologies.

Please inquire for pricing  |  Available Online and In-class

Events Schedule
Date Venue Duration
24 - 28 March 2025 Pretoria 5 Days Register Now
19 - 23 May 2025 Sandton 5 Days Register Now
23 - 27 June 2025 East London 5 Days Register Now
21 - 25 July 2025 Durban 5 Days Register Now
15 - 19 September 2025 Cape Town 5 Days Register Now
20 - 24 October 2025 Sandton 5 Days Register Now
08 - 22 December 2025 Sandton 5 Days Register Now

Course Introduction

Prospen Africa’s Advanced Electronic Document and Records Management workshop is designed to deliver advanced concepts in electronic document and records management systems. Many organisations have embarked on implementing EDRMS systems, with varying degrees of success. This prospen course is designed for records and IT staff that have implemented or are in the process of implementing systems and are seeking to extract the most value from these systems for their organisations. Attendees should have a solid understanding of records management and EDRMS fundamentals.

Course Objectives

After attending this Advanced Electronic Document and Records Management course delegates will be able-

  • 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

Who should attend?

  • Records staff with a solid grounding in IT and EDRMS principles

  • Records staff who have attended the Electronic Document and Records Management course

  • IT or business unit staff who need to implement electronic document and records management systems

  • It will be of particular value to organizations that 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)

IT and Records Courses

Training Methodology

Our diverse instructional approaches ensure effective learning:

– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.

Training Outline

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

Enterprise Content Management Systems

  • Web Content Management

  • Digital Rights Management

  • Digital Asset Management

  • Business Process Management

  • Electronic forms management

  • mail archiving

  • Databases and other systems containing records

Knowledge and Information Management

  • Understand how it all fits together

  • Decide what your organization needs based on its real requirements

  • The new organizational partnership (Records Management and IT)

Developing a strategy for EDRMS

  • Developing a business case

  • Gathering commitment, resources and funding

  • Creating a roll out plan

  • Programme and project management considerations

System Configuration

  • Non-technical specifications

  • Roles and responsibilities

  • Security Classification

  • Permissions and access rights

  • Architectural issues

  • Service Oriented Architecture (SOA)

  • Software as a Service (SaaS)

Detailed Policy and Procedure Environment

  • Records management policies and procedures

  • Information management policies and procedures that impact upon records management

  • Develop a communications plan for the records management programme

Document Imaging in Detail

  • Implications

  • Procedures and processes

  • Quality issues

Data Capture and Document Capture

  • Implications

  • Forms and character recognition

  • Merging these two environments

  • Data quality issues

  • An evolutionary approach to integration

Metadata

  • Understanding metadata requirements

  • Capture of metadata

E-mail Rules

  • Challenges specific to e-mail

  • E-mail etiquette

  • E-mail archiving

  • Policies

  • Implications

  • Action steps

Electronic Discovery

  • Challenges with e-discovery

  • Implications and action steps

Analysing Work Processes that Capture or Manage Records

  • Aligning records management to corporate strategy

  • Determining those processes which impact on record keeping

  • Designing the classification system accordingly

Digital Preservation

  • Detailed challenges of preservation

  • Open Archival Information Systems (OAIS)

Our Categories

Success Stories

Discover how our courses enhance professionals’ effectiveness in their workplaces.

Umzumbe Local Municipality
Basic Registry,Records, and Archives Management
"The facilitator was excellent in all aspect of the training, the food was great since the start to the end..."
Office of the Auditor General
Pragmatic Approach to managing records
"The course content was very rich and sufficient."
Malawi Revenue Authority
Advanced Electronic Document and Records Management System(EDRMS)
"Enjoyed the training, very relevant to the practical aspects of things currently happening in MTC"
BOCRA
Advance Electronic Document and Records Management System(EDRMS)
"Training was great. Very insightful. The facilitator was engaging and inviting."

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