Introduction
This course emphasizes the critical importance of document and record management processes. Participants will gain essential skills and knowledge to effectively manage information using modern ICT tools, techniques, and applications.
Duration
5 Days
Who Should Attend?
- Compliance Officers/Managers
- Information Security Managers
- Records Managers
- Information Managers
- Operations Managers
- Knowledge Managers
- Administrators
- Librarians
- Secretaries
Personal Impact
- Develop advanced skills in document and record management, enhancing organizational efficiency.
- Master modern ICT tools and techniques for improved information handling and accessibility.
- Strengthen abilities to maintain compliance and information security standards.
- Increase proficiency in organizing and managing information resources effectively.
Organizational Impact
- Improve document and record management practices, leading to enhanced operational efficiency.
- Ensure compliance with regulatory requirements and information security protocols.
- Facilitate easier access to critical information, promoting informed decision-making.
- Foster a culture of efficient information management across departments, enhancing overall organizational effectiveness.
Course Level:
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 EDRM 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 modelling
- Technology options
- Developing an information strategy
- Selecting EDRMS
- Implementing EDRMS
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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