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Certified Training Courses
Newly Released Training Courses
Information Governance and Records Management
Electronic Documents and Records Management Systems (EDRMS)
This programme is must for anyone planning or about to embark on the implementation of an Electronic Document and Records Management System (EDRMS) or Enterprise Content Management System (ECM). The course is designed as a workshop with lots of interaction and discussion, to assist delegates to determine the potential pitfalls of implementing EDRMS/ECM systems, and to avoid them, through a detailed understanding of all the implications.
This programme is designed to equip delegates with the skills necessary to understand, plan for and implement an Electronic Document and Records Management System (EDRMS). The course is product-neutral and highlights the key issues required for successful implementations, and how to avoid the pitfalls commonly associated with EDRMS systems.
What are the Goals?
By the end of this training course, participants will be able to:
• Understand the legal environment surrounding electronic documents and records
• Understand the policy and procedures which need to be created and implemented
• Be able to plan for and compose the team who are needed to conduct the implementation
• Develop a classification scheme
• Understand the core components that make up an EDRMS system and how to evaluate which components are required in their organizations
• Have a working knowledge of the applicability of digital signatures
• Be able to implement a records retention schedule
• Create an inventory of records in the organization
• Determine the current maturity and readiness of the organization to implement EDRMS.
Who is this Training Course for?
This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative
managers. It has been specifically designed to support activities across all types and sizes of organizations and sectors working locally and globally.
This course is suitable to a wide range of professionals but will greatly benefit:
• Records Managers
• IT Staff responsible for selecting and implementing EDRMS and ECM systems
• Business unit representatives responsible for implementing DRMS systems
• Business and systems analysts on the EDRMS project
• Departmental managers responsible for Records Management
How will this Training Course be Presented?
With the assistance of your expert facilitator, you will be equipped with a practical step-by-step approach to successfully implement your new electronic documents and records management system. This training programme will, through case studies, practical exercises and group discussions, empower you to apply EDRMS principles to ensure data integrity, quality and security.
The Course Content
Current legislation governing the management of information in organizations:
Identifying the types & characteristics of information resources to which the legislation applies:
Defining the steps for developing an EDRM policy in your organization:
Examining & quantifying the potential benefits and business case for designing and implementing a records management framework:
Development of Effective DRM Policies & Procedures
Determine the essential elements of your DRM policies & procedures document:
Evaluate the management of different types of documents:
Determine the infrastructure & technology resources required to actively manage your records management system:
Analyse effective roll-out methods & adoption for efficient application by all users:
Change Management requirements & Planning
Identifying what needs to change in your organization in order to ensure the highest level of success in managing your business documents & records:
Planning your change management strategy:
Defining the appropriate mechanisms for driving forward a change management process that will overcome the fears of implementing a records management programme & systems & get buying at all levels by using a:
Roles & Responsibilities
Analysing the capabilities, functions & responsibilities of your managers & users who are required to plan, implement & manage your DRM system:
Quality, Integrity & Security Measures