Workshop On Electronic Document And Record Management

INTRODUCTION

In today's digital age, the effective management of electronic documents and records is crucial for organizational success and compliance. This course provides an in-depth exploration of the principles and practices of electronic document and record management (EDRM). Participants will gain comprehensive knowledge and practical skills to manage information efficiently using advanced ICT tools, applications, and techniques. The course covers the entire lifecycle of electronic documents, from creation to disposal, ensuring that participants understand how to maintain the integrity, accessibility, and security of their organization's information assets. By integrating theoretical knowledge with hands-on practice, this course prepares you to address real-world challenges in electronic document and records management.

This training is essential for professionals tasked with managing electronic documents and records, providing them with the tools to deliver information at the point of need, safeguard vital records, and support the overall strategic objectives of their organizations. By the end of the course, you will have the confidence and expertise to implement effective EDRM strategies, contributing to the seamless flow of information and enhanced decision-making capabilities within their organizations.

Course Objectives

• Understand the components, legal obligations, and international standards for electronic documents and records management systems (EDRMS).
• Gain insights into electronic information management.
• Learn to deliver information precisely when it is needed.
• Understand the structure and implementation of records retention schedules.
• Develop a strategic approach to EDRM.

Duration

5 Days

Who Should Attend

This course is ideal for compliance managers, information security managers, records managers, information managers, operations managers, administrators, librarians, and secretaries.

Course Outline

• Introduction to Electronic Documents
• Information Sources and Uses
• Legal Environment of Electronic Documents
• Policies and Standards
• Distinction between Records and Documents
• Document Lifecycle Management
• Costs of Non-Compliance
• Document Flow in Business Processes
• Document Capture: Shared Folders and Models
• Classification and Retrieval of Electronic Documents
• Extraction and Utilization of Document Content
• Document Imaging vs. Document Management
• Interfacing and Interoperability
• Access and Control of Electronic Documents
• Audit Trails and Reporting
• Creation and Utilization of New Information
• Document Creation: Word Templates vs. eForms
• Design and Deployment of Electronic Forms
• Document Distribution
• Workflow and Business Process Modeling
• Technology Options
• Developing an Information Strategy
• Selecting and Implementing an EDRMS

General Notes

• Our seasoned trainers, with vast experience in their respective fields, deliver this course. The training includes a mix of practical activities, theoretical instruction, group work, and case studies.
• Participants will receive comprehensive training manuals and additional reference materials.
• Upon successful completion, participants will be awarded a certificate.
• We offer tailor-made courses to meet specific organizational needs. For more information, contact us at training@skillsforafrica.org.
• The training will be conducted at the Skills for Africa Training Institute in Nairobi, Kenya.
• The training fee includes tuition, training materials, lunch, and the training venue. Accommodation and airport transfers can be arranged upon request.
• Payment should be made to our bank account before the start of the training. Please send proof of payment to training@skillsforafrica.org.