Course Details
Course Outline
5 days course
Introduction to Electronic Document and Records Management (EDRM)
Overview of EDRM and its importance
Differences between documents and records
The role of EDRM in information governance
Legal and regulatory requirements
EDRM models and standards
Electronic Document Management
- Creating and capturing electronic documents
- Document metadata, tagging, and taxonomy
- Document version control and collaboration
- Document search and retrieval
- Security and access control
Electronic Records Management
- The lifecycle of electronic records
- Retention and disposition schedules
- Legal holds and preservation of records
- Records classification and indexing
- Auditing and monitoring records
Implementing an EDRM System
- Assessing organizational needs and requirements
- Choosing the right EDRM solution
- Planning and executing the implementation process
- Training staff and promoting user adoption
- Developing a maintenance and support plan
EDRM Best Practices and Future Trends
- EDRM best practices for security, compliance, and efficiency
- Cloud-based EDRM solutions and their benefits
- Integrating EDRM with other information management systems
- AI and machine learning in EDRM
- Course summary and action plan for the workplace
