Developing and Implementing Electronic Document and Records Management Systems Training: Master digital archives, EDRMS design, and information governance.

Developing and Implementing Electronic Document and Records Management Systems Training

EDRMS: Legal, Policy, System, Planning, Management

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Platform:
Online
In-class
Date Venue Duration
16 - 18 November 2026 Sandton, Gauteng 3 Days

Course Introduction

With the rapid growth of digital data, organisations 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.

ompleting our specialized Developing and Implementing Electronic Document and Records Management Systems Training ensures that enterprise architectures satisfy data privacy mandates while eliminating document silos. Participating in Developing and Implementing Electronic Document and Records Management Systems Training transforms manual recordkeeping into an integrated digital operation, making Developing and Implementing Electronic Document and Records Management Systems Training vital for institutional digital transformation.

Course Duration Options

This Implementing Electronic Document and Records Management Systems Training is available in two formats, so you can choose the depth that fits your time and needs:

3-Day Essentials Core Foundations

Legal framework, policy, and core components essentials, followed by planning and implementation essentials, and retention, disposal, and business continuity essentials.

Ideal for: Professionals who need practical, current EDRMS development and implementation capability without an extended time commitment.

Course Objectives

By the end of this Developing and Implementing Electronic Document and Records Management Systems Training 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 organisational document inventory
  • Assess the organisational readiness for EDRMS implementation
  • Identify critical components and select appropriate technology infrastructure, including current AI and cloud-based EDRMS solutions
  • Develop disaster recovery and business continuity strategies

Who should attend?

The Implementing Electronic Document and Records Management Systems 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
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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

3-Day Essentials — Training Outline

DAY 1 — Legal Framework, Policy, and Core Components
EDRMS Overview & Legal Context Essentials
  • Introduction to EDRMS: purpose, benefits, and challenges
  • International EDRMS standards (ISO 15489, ISO 27001, MoReq2010) and legal requirements: ECTA, POPI, GDPR
Developing EDRMS Policies and Core Components Essentials
  • Core components of an EDRMS policy: classification, appraisal, retention, and disposal
  • Identification of essential EDRMS components, including current AI and cloud-based EDRMS solutions

DAY 2 — Planning and Implementation
EDRMS Planning & Readiness Essentials
  • Organisational readiness assessment: maturity models, gap analysis
  • Evaluating technology infrastructure: compatibility, cloud solutions, storage requirements
Implementation and Change Management Essentials
  • Criteria for selecting an EDRMS system, and deployment strategies
  • Change management strategies: engaging stakeholders, overcoming resistance

DAY 3 — Retention, Disposal, and Business Continuity
Records Appraisal, Retention, and Disposal Essentials
  • Appraisal process and developing retention schedules
  • Disposal strategies and digital preservation for long-term accessibility
Disaster Recovery and Quality Assurance Essentials
  • Identifying vital records and planning for disaster recovery
  • Ensuring compliance, data integrity, and continuous improvement

5-Day Comprehensive — Training Outline

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 organisational needs
  • Defining roles and responsibilities: CIOs, IT managers, records managers
  • Workshop: Drafting an EDRMS policy for a sample organisation.

EDRMS Components, Evaluation & Planning
Session 1: Core Components of an EDRMS
  • Identification of essential EDRMS components (workflow automation, metadata management, document classification), including current AI-assisted classification and retrieval capabilities and cloud-based EDRMS deployment models
  • 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
  • Organisational 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 organisational 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 organisation
  • 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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Success Stories

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

Tharisa Minerals

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The course was very informative and interesting

Revenue Appeals Tribunal Eswatini

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The facilitator is the best in the field and i personally learnt a lot on the subject matter.

Magalies Water

Document Control and Document Management Systems

The facilitator was knowledgeable, engaging, and presented the material clearly. The institution provided a well-organized learning environment with adequate resources and support throughout the training.

Central Bank of Lesotho

Data & Information Governance

The vast knowledge of Mr Selelepoo is really unmatched. I am totally happy and transformed from this training.

FAQs –Developing and Implementing Electronic Document and Records Management Systems Training

Develop EDRMS skills covering system planning, implementation, electronic records management, document control, information governance, compliance, and digital workflows.

What is covered in the Implementing Electronic Document and Records Management Systems Training?
The course covers EDRMS legal and regulatory requirements, policy development, classification, records appraisal and retention, system planning and implementation, technology selection, change management, digital preservation, disaster recovery, business continuity, security, and continuous improvement.
Who should attend Developing and Implementing Electronic Document and Records Management Systems Training?
The training is suitable for document controllers, records management professionals, digital transformation executives, senior registry officials, records coordinators, IT staff, compliance officers, auditors, information security officials, and departmental heads responsible for records management.
Does the Developing and Implementing Electronic Document and Records Management Systems Training cover legal and regulatory requirements?
Yes. Participants learn about international EDRMS standards such as ISO 15489, ISO 27001 and MoReq2010, as well as relevant requirements including the Electronic Communications and Transactions Act, POPIA and GDPR.
Does the Implementing Electronic Document and Records Management Systems Training teach EDRMS policy development and implementation?
Yes. Participants learn how to develop EDRMS policies and procedures, establish classification and retention requirements, assess organisational readiness, select appropriate systems, plan implementation, and manage stakeholder adoption and change.
Does the Developing and Implementing Electronic Document and Records Management Systems Training cover retention, disposal and digital preservation?
Yes. The course covers records appraisal, retention schedules, disposal strategies, digital preservation, records lifecycle management, and the long-term accessibility and integrity of electronic records.
What is the difference between the 3-day and 5-day EDRMS courses?
The 3-Day Essentials programme focuses on core legal, policy, planning, implementation, retention, disposal, and business continuity skills, while the 5-Day Comprehensive programme covers the full curriculum in greater depth, including policy drafting workshops, implementation team role-play, change management, retention scheduling, and disaster recovery planning.

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