Course Overview
This comprehensive 5-day course by IRES equips professionals with essential skills to manage electronic documents and records effectively. Participants will master modern ICT tools like OpenText and Microsoft SharePoint to streamline information management, ensure compliance, and enhance accessibility. Through practical exercises and case studies, you’ll improve efficiency in public, private, and nonprofit sectors.
Course Duration
5 Days
Target Audience
- Records and information managers
- Compliance and information security officers
- Operations and knowledge managers
- Administrators and librarians
Organizational Impact
- Improved document and record management practices
- Enhanced compliance with regulatory standards
- Easier access to critical information for decision-making
- Increased efficiency across departments
Personal Impact
- Advanced skills in electronic document management
- Mastery of ICT tools for records management
- Strengthened compliance and security expertise
- Enhanced career prospects in information management
Course Level:
Course Objectives
- Understand EDRMS components and standards
- Manage electronic information effectively
- Implement records retention schedules
- Develop and deploy an EDRMS strategy
- Ensure compliance and accessibility in document management
Course Outline
Module 1: Foundations of Document and Records Management
- Understanding documents vs. records
- Exploring sources and uses of information
- Navigating legal and policy standards
- Using Microsoft OneNote for records planning
- Case Study: Assess an organization’s records management needs
Module 2: Document Lifecycle and Capture
- Analyzing the document lifecycle
- Implementing document capture models
- Using shared folders and classification systems
- Using OpenText for document capture
- Case Study: Design a document capture workflow
Module 3: Document Content and Interoperability
- Extracting and managing document content
- Comparing document imaging vs. management
- Ensuring access control and audit trails
- Integrating systems for interoperability
- Case Study: Implement an access control policy
Module 4: Electronic Forms and Document Creation
- Creating documents with Word templates and eForms
- Designing and deploying electronic forms
- Generating reports from document data
- Using Adobe Acrobat for eForm design
- Case Study: Develop an electronic form for records
Module 5: EDRMS Strategy and Implementation
- Modeling workflows and business processes
- Selecting and implementing EDRMS solutions
- Developing an information management strategy
- Using Microsoft SharePoint for EDRMS deployment
- Case Study: Create an EDRMS implementation plan
Related Courses
Course Administration Details:
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
- Email: [email protected]
- Phone: +254715 077 817
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
- Email: [email protected]
- Phone: +254715 077 817
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to [email protected]
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