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 OBJECTIVES

At the end of this IRES training seminar, you will learn to:

• Components, legal obligations and international standards for electronic document and records management systems (EDRMS)
• Management of electronic information
• Delivering  information at the point of need
• structure and implementation  of  records retention schedule
• Development an EDRM strategy

TOPICS TO BE COVERED

Module 1

• Introduction
• Sources and uses of information
• Legal environment
• Policies and standards
• Documents vs. records

Module 2

• Document lifecycle
• The cost of non-compliance
• Business processes and document flow
• Document capture; shared folders
• Capture models
• Classification and retrieval

Module 3

• Extracting and using document content
• Document imaging vs. document management
• Interfacing and interoperability
• Access and control
• Audit trails

Module 4

• Reports
• Creating and working with new information
• Document creation
• Word templates vs. eForms
• Designing and deploying electronic forms

Module 5

• Document distribution
• Workflow and business process modelling
• Technology options
• Developing an information strategy
• Selecting EDRMS
• Implementing EDRMS