Course Overview:
In this digital age, efficient management of electronic records is crucial for organizations to maintain compliance, enhance operational efficiency, and protect sensitive data. As businesses increasingly transition to paperless operations, mastering the skills of Electronic Records Management (ERM) is vital to avoid the risks associated with poor data handling and storage, such as information breaches, legal penalties, or operational bottlenecks.
This course covers key concepts such as electronic recordkeeping, compliance with regulations, data security, metadata management, and archiving strategies. It will explore best practices and tools for ensuring the accuracy, reliability, and security of records, as well as the importance of following legal and regulatory requirements for records management. This course is an invaluable resource for professionals looking to enhance their records management capabilities and ensure organizational efficiency, security, and compliance in managing electronic records.
Duration
5 Days
Who Should Attend
- Records managers and archivists
- IT professionals responsible for managing data
- Administrative staff handling records
- Legal and compliance officers
- Document control specialists
- HR personnel managing employee records
- Anyone involved in the management and maintenance of electronic records
Course Objectives
By the end of this course, participants will be able to:
- Understand the fundamental principles of electronic records management (ERM) and its importance in organizational contexts.
- Implement effective strategies for capturing, organizing, storing, and securing electronic records.
- Ensure compliance with relevant legal, regulatory, and organizational requirements.
- Develop policies and procedures for the lifecycle management of electronic records from creation to disposal.
- Utilize metadata standards to enhance the discoverability and accessibility of electronic records.
- Manage risks related to electronic recordkeeping, including data breaches and loss of information.
- Apply best practices for preserving electronic records for long-term storage and archival purposes.
Course Outline:
Module 1: Introduction to Electronic Records Management
- Overview of records management principles
- Types and categories of electronic records
- Regulatory and legal frameworks governing electronic records
- Importance of ERM in digital transformation
Module 2: Capturing and Organizing Electronic Records
- Electronic document management systems (EDMS)
- Metadata: What it is and how to use it effectively
- Classifying, indexing, and cataloging electronic records
- Developing a file structure for easy retrieval
Module 3: Compliance and Legal Considerations
- Compliance with national and international standards (ISO 15489, GDPR, etc.)
- Legal aspects of electronic records management
- Audit trails, accountability, and record authenticity
Module 4: Security, Preservation, and Risk Management
- Data security and protecting sensitive information
- Digital preservation techniques: Archiving and storage options
- Risk management in electronic recordkeeping
- Addressing challenges like data migration and technological obsolescence
Module 5: ERM Best Practices and Implementation Strategies
- Developing ERM policies and procedures
- Integrating ERM with existing business processes
- Best practices for ERM system implementation
- Case studies and hands-on exercises in electronic records management
