Training on Electronic Record and Document Management

Date

Venue

Registrations

22nd to 26th Jan 2024

Nairobi

19th to 23rd Feb 2024

Mombasa

25th to 29th March 2024

Nairobi

22nd to 26th April 2024

Istanbul

20th to 24th May 2024

Nairobi

24th to 28th June 2024

Dubai

 22nd to 26th July 2024

Nairobi

26th to 30th Aug 2024

Nairobi

23rd to 27th Sept 2024

Nairobi

21st to 25th Oct' 2024

Mombasa

25th-29th Nov' 2024

Nairobi

16 to 20th Dec 2024

Nairobi

 

INTRODUCTION

This course will discuss the importance of document and record management processes. It will equips participant with the requisite 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

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

TOPICS TO BE COVERED

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
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.

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