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Advanced Electronic Document and Records Management

3 Day Training

Dates: 20 – 24 May | 22 – 26 June 2024
Locations: Johannesburg, South Africa
Platform: Available In-Class

Price: Available on request

This is a Non-accredited Course

Course Introduction

This 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 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)

Training methodology

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)

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