ELECTRONIC RECORDS MANAGEMENT TRAINING COURSE

RATIONAL

Managing a large volume of electronic records is a challenge in any workplace. While records management may seem like a small part of your day, the hours of lost time caused by errors — in addition to the potential costs of a privacy breach — all add up. Electronic records management training is the best way to keep your skills current, streamline your work and manage risk more effectively.

Records management is an increasingly complex topic involving issues such as privacy, security, regulatory compliance and intellectual property law. Often — especially when working electronically — habits become ingrained and adapting to reflect new realities becomes a challenge. One of the benefits of records management training is that it keeps professionals up-to-date on the laws, technologies and other considerations that can potentially expose them to risk.

Beyond risk mitigation, electronic records management training can also help you discover ways of working more effectively. Less time correcting mistakes on files means more time to focus on other activities. It can also help you make better use of your staff, increase employee satisfaction and retention and more.

Learning Objectives

At the end of the program, participants will be able to learn:

• ERM terminology and principles
• life cycle of records, with focus on electronic records
• sources of records and appropriate capture mechanisms
• current metadata standards and guidelines
• search, retrieval and presentation of electronic records
• level of access control and permissions
• retention and disposition of electronic records
• records management technologies: such as SharePoints ECM, and ERM for managing records,
• electronic records storage: – digital preservation techniques

 Course Content

1. A) Introduction to ERM

• Understanding the basic principles of electronic records management: Creating and Capturing Electronic Records
• Records quality contents and captures worthiness: Metadata
• Collecting and applying metadata: Records Classification Tools
• Understanding classification concepts, schemes, and structures

1. B) Developing Classification Tools

• How to conduct a records inventory, classification structure, file plan and retention schedule
  • Classifying Records, – Categorization issues and approaches
  • Search, Retrieval and Presentation
• Approaches for searching, retrieval, viewing, rendering, annotating and redacting records: Control and Security of Electronic Records
• Access control to records according to organizational roles, permissions and responsibilities.

1. C) Retention and Disposition of Electronic Records

• Rules for retention, disposition and post disposition actions: Records Management Technologies
• Records Management Software: Electronic Records Storage
• Electronic Records Storage concepts, and Technology features: Digital Preservation
• Electronic records preservation and their risk factors
• Conducting data migration

Who should attend:

Managers, Archivists, Librarians, Book Keepers, Registry Personnel, Auditors, Inspectors, Security and Intelligence Officers, Secretaries, Personal Assistants, Legal Officers, Accountants, Human Resource / Personnel, Admin. Personnel and others involved in keeping and managing records in organizations.

Fee: Open

Duration: 1 Week        Course Date:  January 29^th – 2nd February 2024