EDRMS: Legal, policy, system, planning, management.
| Date | Venue | Duration | |
|---|---|---|---|
| 24 - 28 August 2026 | Cape Town | 5 Days | |
| 14 - 18 September 2026 | Sandton | 5 Days | |
| 16 - 18 November 2026 | Sandton | 3 Days |
With the rapid growth of digital data, organizations are increasingly relying on Electronic Document and Records Management Systems (EDRMS) to manage the lifecycle of records efficiently. This course equips participants with comprehensive knowledge and practical skills to develop, implement, and maintain an EDRMS aligned with international standards, ensuring compliance with legal requirements and improving operational efficiencies.
By the end of the Developing and Implementing Electronic Document and Records Management Systems (EDRMS) course, participants will:
Understand the international standards and legal framework governing EDRMS (ISO 15489, MoReq2010, etc.).
Develop policies, procedures, and classification schemes for EDRMS.
Implement digital signature technologies and records retention schedules.
Create and manage an organizational document inventory.
Assess the organizational readiness for EDRMS implementation.
Identify critical components and select appropriate technology infrastructure.
Develop disaster recovery and business continuity strategies.
The EDRMS training course is designed for a wide range of professionals including:
Document controllers & administrators
Records management professionals
Digital transformation executives
Senior registry officials
Departmental heads responsible for records management
Departmental/unit records coordinators
IT staff responsible for records management
Compliance Officers and Auditors
Information Security officials
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.
Legal Framework & EDRMS Policy Development
Session 1: EDRMS Overview & Legal Context
Introduction to EDRMS: Purpose, benefits, and challenges.
International EDRMS Standards (ISO 15489, ISO 27001 for information security, MoReq2010).
Legal and regulatory requirements: Electronic Communication and Transactions Act, Protection of Personal Information (POPI) Act, General Data Protection Regulation (GDPR).
Case studies of legal implications of poor records management.
Session 2: Developing EDRMS Policies and Procedures
Core components of an EDRMS policy: Classification, appraisal, retention, and disposal.
Steps for drafting an EDRMS policy tailored to organizational needs.
Defining roles and responsibilities: CIOs, IT managers, records managers.
Workshop: Drafting an EDRMS policy for a sample organization.
EDRMS Components, Evaluation & Planning
Session 1: Core Components of an EDRMS
Identification of essential EDRMS components (workflow automation, metadata management, document classification).
Digital signatures and ensuring authenticity and integrity.
Records retention schedules: Legal retention periods, evidentiary value of records.
Session 2: EDRMS Planning & Team Composition
Composing an EDRMS implementation team: Roles, skills, and responsibilities.
Organizational readiness assessment: Maturity models, gap analysis.
Evaluating technology infrastructure: Compatibility with existing systems, cloud solutions, storage requirements.
Workshop: Team role-playing for an EDRMS implementation plan.
EDRMS Implementation & Technology Alignment
Session 1: Infrastructure and Technology Requirements
Assessing organizational technology needs: Integration with current systems, choosing the right EDRMS software.
Criteria for selecting an EDRMS system: Functionality, scalability, compliance with international standards.
Deployment strategies: Phased implementation, pilot testing, and user training.
Session 2: EDRMS Roll-out and Change Management
Best practices for rolling out an EDRMS.
Change management strategies: Engaging stakeholders, overcoming resistance.
Creating a communication plan: Promoting EDRMS adoption within the organization.
Workshop: Drafting a change management plan for EDRMS roll-out.
Records Appraisal, Retention & Disposal
Session 1: Records Appraisal and Retention Schedules
Appraisal process: Assessing the value of documents and records.
Developing retention schedules: Legislative compliance, penalties for non-compliance.
Managing different types of records: Paper, electronic, emails, audio-visual materials.
Session 2: Document Disposal and Long-Term Preservation
Disposal strategies: On-site vs. off-site storage, scanning, and imaging.
Digital preservation: Migrating records to long-term storage while ensuring accessibility.
Managing the document lifecycle: Active vs. archived records, control mechanisms.
Workshop: Creating a retention and disposal schedule for sample records.
Disaster Recovery, Security & Continuous Improvement
Session 1: Disaster Recovery and Business Continuity Planning
Identifying vital records and planning for disaster recovery.
Designing a business continuity plan aligned with EDRMS.
Risk assessment and mitigation strategies: Ensuring uninterrupted operations.
Session 2: EDRMS Quality, Integrity, and Security
Ensuring compliance with international standards (ISO 27001, ISO 15489).
Implementing quality control measures: Regular audits, policy reviews.
Managing data integrity, authenticity, and security.
Continuous improvement: Aligning EDRMS with evolving business needs and legislation.
Workshop: Disaster recovery planning for an EDRMS environment.
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