Training on Electronic Document and Records Management




8th to 12th Jan 2024


5th to 9th Feb 2024


4th to 8th March 2024


1st to 5th April 2024


6th to 10th May 2024


3rd to 7th June 2024


1st to 5th July 2024


5th to 9th Aug 2024


2nd to 6th Sept 2024


7th to 11th Oct' 2024


4th-8th Nov' 2024


2nd to 6th Dec 2024


The benefits of electronic document and records management processes will be discussed in this program. It is going to equip participants with the requisite knowledge and skills to efficiently deal with info using modern ICT equipment, applications, and techniques in managing info.

Who can attend?

Compliance Officers/Managers, Records, Information Security Managers Managers

Information Managers, Knowledge Managers, Operations Managers, Administrators

Librarians, Secretaries.

Program Objectives:

• Components, international standards and legal obligations for electronic records and document management systems (EDRMS)

• Management of electric info

• Delivering info at the purpose of need

• implementation and structure of records retention schedule

• Development of an electronic document and record management (EDRM) technique

Content for Electronic Document and  Records Management

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


  • All the participants should be conversant with the English language.
  • All our courses involve a mix of one on one presentations, web based tutorials, group discussions, and practical exercises.
  • All courses can be tailor made and adjusted to meet the client’s needs.
  • We have a team of professional experts who work as professionals and trainers in their respective fields.
  • Each participant will get an Uphilos Consultancy certificate, upon completion of each course.
  • All our training sessions are held at Uphilos Center. For groups above five people we can train at any location in Kenya, above ten people any location within East Africa, and above twenty people at any location as per the client’s specifications.
  • Participants will be responsible for their travel, dinner, airport transfers, and other personal expenses.
  • Accommodation will be arranged upon request at a discounted price.
  • All payments should be made two weeks prior to the training for better logistics. Proof of payment should be sent to [email protected]
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