Electronic Document and Records Management Course

Introduction
Records management is the systematic control of an organisation's records, throughout their life cycle, in order to meet operational business needs, statutory and fiscal requirements. Effective management of corporate information allows fast, accurate and reliable access to records ensuring the timely destruction of redundant information and the identification and protection of vital and historically important records.
The course focuses on using records management and archiving as a tool for supporting organization’s business processes. Upon completion of these courses, participants will have the knowledge and skills necessary to perform their records management and archiving duties more efficiently and effectively.

Target Group
Information Services Providers, Administrators, Office Assistants, Secretaries, Managers, supplies and purchase staff, accountants, security personnel, health personnel, academic registrars
 
Course Duration
5 Days

Course Objectives

By the end of the course, participants will be able to:

• Carry out organizational recordkeeping requirements analysis 
• Develop a robust records management plan  
• Effectively implement a records management system 
• Understand the best practices in records management 
• Understand how to monitor and control a records management system 

Course Content

Introduction to Records

• Basic definitions 
• Importance of records in organizations 
• Various types of records 
• Important Qualities of Records
  

Records Lifecycle

• Stages of a record’s life cycle 
  • Current Records/ Active 
  • Semi Current/ Semi Active 
  • Non-Current /Inactive
    

Introduction to Records Management

• Definition of key terms and concepts 
• Introduction to various records management functions 
• Roles of various records management units 
  • Registry  
  • Records Centre 
  • Archive
    

Classification of Records

• Introduction to records classification 
• Types of classification schemes 
• Designing a records classification System
  

Record Indexing, Records Retention and Disposition

• Introduction to indexing of records 
• Indexing process 
• Records Retention and Retention Periods 
• Records Transfer Processes  
• Designing a records retention and Disposition Schedule
  

Metadata in Records Management

• Importance of metadata 
• Different types of metadata 
• Methods for collecting and applying metadata
  

Records Appraisal

• Importance of conducting records Appraisal  
• Records appraisal tools 
• Conducting a records appraisal  
• Records Inventory
  

Records Management Policy and Standards

• Records Management Standards 
  • De Jure Standards 
  • De Facto Standards 
• Importance of Standards in RM
  

Records Management and ISO

• ISO 9001 Quality Management Systems RM requirements  
• ISO RM Standards  
• RM best practices
  

RM Policy and Procedures

• Objectives of records management policy 
• Record management responsibilities 
• Key provisions of record management policy 
• Designing and Implementing RM Policies and Procedures
  

Electronic Records Management

• Introduction to Electronic Records Management 
• EDMS, ERMS and EDRMS 
• Functional Requirements for EDRMS 
• Evaluating EDRMS capabilities 
• Selection criteria and vendor evaluation when acquiring a RM System 
• Implementing a ERM systems
  

Disaster Management in RM

• Types of disasters that affect records 
• Disaster Planning, prevention, response and recovery 
• Internet and web security for electronic records 
• Protecting vital records 
  

Monitoring and Auditing of Records Management System

• Conducting regular reviews of records management programs  
• Monitoring compliance to records management guidelines
  

Training Approach

This course will be delivered by our skilled trainers who have vast knowledge and experience as expert professionals in the fields. The course is taught in English and through a mix of theory, practical activities, group discussion and case studies. Course manuals and additional training materials will be provided to the participants upon completion of the training.

Tailor-Made Course

This course can also be tailor-made to meet organization requirement. 

Training Venue 

The training will be held at our Upskill Training Centre. We also offer training for a group at requested location all over the world. The course fee covers the course tuition, training materials, two break refreshments, and buffet lunch.

Visa application, travel expenses, airport transfers, dinners, accommodation, insurance, and other personal expenses are catered by the participant

Certification

Participants will be issued with Upskill certificate upon completion of this course.