Electronic Document & Records Management course

Introduction

This course will discuss the importance of document and record management processes. It will equips participant with the requisite skills and knowledge to effectively manage information using modern ICT tools, techniques and applications

Duration

5 days

Who should attend?

Compliance Officers/Managers, Information Security Managers, Records Managers

Information Managers, Operations Managers, Knowledge Managers, Administrators

Librarians,Secretaries.

Course content

•          Introduction
•          Introduce e-library management and techniques
•          The structure of e-library filing, indexing, storage and search
•          Review documentation, document control and records management
•          Sources and uses of information
•          Legal environment
•          Policies and standards
•          Review guidelines for International Federation of Library Association (IFLA)
•          ISO standards for e-library, documentation and document management
•          Regulatory, compliance and legal considerations
•          Documents vs. records
•          Document lifecycle
•          Design overview
•          Creating e-library filing and documentation control policies and procedures
•          Creating indexing and metadata, storage, archive and search systems and setting up security
•          The cost of non-compliance
•          Business processes and document flow
•          Document capture; shared folders
•          Capture models
•          Classification and retrieval
•          Extracting and using document content
•          Document imaging vs. document management
•          Interfacing and interoperability
•          Access and control
•          Audit trails
•          Reports
•          Creating and working with new information
•          Document creation
•          Word templates vs. eForms
•          Designing and deploying electronic forms
•          Document distribution
•          Workflow and business process modelling
•          Technology options
•          Review of IT e-library management systems
•          Roles and responsibilities
•          Project planning and implementation
•          Developing an information strategy
•          Selecting EDRMS
•          Implementing EDRMS