Introduction

Records management involves the electronic storage of organization documents, physical storage of paper documents, custodial retention of cash equivalents, archive management, and use of third parties. To ensure the safety of organizational information, an effective record management and archiving system is required. The presence of a good record management system improves the business processes of institutions. At the end of this course, participants ought to have gained the knowledge and skills of efficient and effective record management and digital archiving.

Duration

5 Days

Who Should Attend:

• Records Managers and Archivists  Who Should Attend:
• IT Professionals
• Compliance and Legal Teams
• Information Governance Professionals
• Librarians and Information Specialists
• Business Owners and Executives
• Government and Public Sector Employees: Public sector employees are responsible for managing government records and archives.
• Healthcare Professionals: Professionals in the healthcare industry, including hospital administrators and medical records personnel, who need to comply with healthcare recordkeeping regulations.
• Legal Professionals: Lawyers and paralegals
• Records Custodians.
• Audit and Internal Control Professionals: Those involved in auditing and verifying records management and digital archiving practices for compliance and accuracy.
• Information Security Specialists: Professionals tasked with ensuring the security and integrity of electronic records throughout their lifecycle.
• Archival Researchers and Historians
• Anyone Interested in Data Management: Individuals who have an interest in learning about data management, regardless of their current profession, as this knowledge can be valuable in various contexts.

COURSE LEVEL: Intermediate

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 Electronic Document and Records Management Systems (EDRMS)(EDRMS) strategy

Course Outline

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 modeling
• Technology options
• Developing an information strategy
• Selecting EDRMS
• Implementing EDRMS

Module 6:Digital continuity and Digital Archiving/preservation

• Introduction to managing digital archives 
• Digital continuity
• Collecting 
• Ingest 
• Preservation 
• Infrastructure 
• Access  
• Stewardship 

Course Administration Details:

METHODOLOGY

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

ACCREDITATION

Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate.

TRAINING VENUE

The training is residential and will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, lunch, and study visits.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION

Accommodation is arranged upon request. For reservations contact the Training Officer.

Email:[email protected].  

Mob: +254 715 077 817

Tel: 020 211 3814

TAILOR- MADE

This training can also be customized for your institution upon request to a minimum of 4 participants. You can have it delivered in our training center or at a convenient location.

For further inquiries, please contact us on Tel: +254 715 077 817, +254 (020) 211 3814 or mail [email protected]

PAYMENT

Payment should be transferred to IRES account through bank before the course start date.

Send proof of payment to [email protected]

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