Electronic Records Management (ERM) training

Course Introduction:

The Electronic Records Management (ERM) training explores records management in relation to the business needs of all types of organizations in both the public and private sector, embracing all records but with a particular emphasis on electronic records.
This course is designed for professionals who have responsibilities for records management whether they are in the public or private sector. The course will expose delegates to recent knowledge in records management as well as consider the opportunities and challenges brought by electronic information technologies. Participants will also learn various issues relating to the legal and organizational environment for conventional and electronic record keeping which will include: the protection of records as evidence, the need for compliance with evidence laws, the challenges of meeting audit requirements, the importance of adequate budgets and the importance of identifying relevant legislation and policies
The course will also focus on digital preservation and archival description, archival codes of ethics and key issues involved with applying standards
Who Should Attend
The Electronic Records Management (ERM) training provides a detailed coverage of records management in the electronic environment for people working in both the public and private sector. Through attendance in this program, delegates will be able to consolidate their current position and standing, as well as prepare for future career development in a more senior role in the management and development of an organization's records and information management strategy. The Electronic Records Management (ERM) training is designed for Business Managers, IT Managers, Compliance Officers, Archivists, Librarians, Risk Managers, Records Managers, Secretaries, Store Officers/Managers, office managers, team Leaders and Information Managers, as well as for solution providers, sales consultants, project managers, and technical staff.
Study Requirements
After joining the Electronic Records Management (ERM) training, the exam and case study exercise are available via the internet. The course participant must pass these within 3 months of attending the Electronic Records Management (ERM) training.

Course Content


ERM Strategic Component - (Why ERM?)

 Understand ERM business drivers
 Be able to do a wakeup call about the need for best practice ERM
 Make an explicit link between ERM and the current situation
 Demonstrate how ERM affects each user
 Understand the concepts of ERM and show how it supports information challenges
 Identify necessary resources and responsibilities for implementing ERM
 Explore the implications of a strategic ERM decision
 Gain commitment for change
 What's involved?
 Who's responsible?
 Case Studies
DAY II ERM Concept Component - (What is ERM?) - Part A-

 Understand Records Management terminology
 Understand the lifecycle of records with focus on electronic records
 Consider the sources of records and appropriate capture mechanisms
 Explain the concepts of classification and different approaches depending on local business needs
 Review current metadata standards and guidelines
 Understand search and retrieval
 Explore different levels of access control and permissions

DAY III ERM Concept - Part B

 Determine retention or disposal
 Creating records, Classification Schemes
 Review digital preservation techniques
 Determine migration
 Agree upon ERM administration and audit

 Identify necessary legislation, standards and regulation
 Understand discovery, disclosure and related issues

DAY IV ERM Process Component - (How to implement ERM?)

Electronic records processing systems
 Explain the benefits and risks of electronic records management
 Understand how to deal with incoming mail and tasks
 List some of the “best practice” procedures
 of e-mail management
 Appraise the need for an e-mail policy in an organization
 Define the organizational requirements for storing records electronically
 Outline the processes of locating, retrieving, copying and dispatching information in an electronic storage system
 Illustrate the importance of secure storage of electronic records
 Highlight some of the consequences for their department if information is not managed properly
 Understand the importance of dealing with confidential documents and issues
 Describe the processes of document scanning and tracking
 Highlight the legal requirements, policy and best practice of document retention in the context of their organization and industry
 Describe the concept of “archiving”
 Evaluate the importance of optimizing technology e.g. e-mail, bar coding, scanning.

Course duration: 4 days for 5 hours daily