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EDRMS Configuration & Implementation: Using SharePointas a Solution

Johannesburg 2022 . Date TBC

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Information Technology is the foundation of doing business in the 21st century. Communication and transactions in organizations have become electronic and so has relationships between organizations and their clients. To this end, an increasing number of records are born digital. These new ways of doing business necessitate that organizations should implement compatible electronic systems to capture, maintain, use and eventually disposed these records. However, electronic systems can also be overwhelming. This Course focuses on the design, configuration, and implementation of an Electronic Document and Records Management System (EDRMS) with specific reference to SharePoint as a solution. The programme is aimed at empowering practitioners to practically configure a File Plan and have it built into the SharePoint Platform for the management of their electronic records.

This course is non-accredited.

• Determine permissions
• Design SharePoint folder structures in line with the file plan
• Design case file repositories
• Design, configuration and implementation of e-forms
• Design, configuration and implementation of e-templates
• Design, configuration and implementation of workflows
• Configure additional tools such as digital signatures, website management, audit trail etc.
• Implement security measures for an EDRMS

This masterclass runs for 5 days

Training times can be arranged accordingly in order to cater for the client’s needs.

Available on request.

This course is suitable for:

• Records management practitioners

• Secretaries and Pas

• Registry clerks

• Officer administrators

• Security specialists

• Archivists

• Legal officers

• IT specialists

• Monitoring and evaluation specialists

• Auditors

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Prospen Group is a corporate specialist in the provision of training and consulting services. As the world now moves toward hybrid working models, our training does too. Whether in-person, virtual, on-demand, self-paced or blended, we have a range of hybrid learning options to meet your needs. ProspenAfrica is here to support you in this transition, ensuring that highest standards of training continue to be delivered in the format that works for you.

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