The Electronic Document and Records Management training is a must for anyone planning or about to embark on the implementation of an Electronic Document and Records Management System (EDRMS) or Enterprise Content Management System (ECM). The course is designed as a workshop with lots of interaction and discussion, to assist delegates to determine the potential pitfalls of implementing EDRMS/ECM systems, and to avoid them, through a detailed understanding of all the implications.
Duration: 3 Days
Course Fees: R10,500.00 excluding VAT.
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Electronic Document and Records Management Systems training brochure
This programme is designed to equip delegates with the skills necessary to understand, plan for and implement an Electronic Document and Records Management System (EDRMS). The course is product-neutral and highlights the key issues required for successful implementations, and how to avoid the pitfalls commonly associated with EDRMS systems.
• Current legislation governing the management of information in organisations: • Identifying the types and characteristics of information resources to which the legislation applies: • Examining and quantifying the potential benefits and business case for designing and implementing a records management framework: • Determine the essential elements of your DRM policies and procedures document: • Evaluate the management of different types of documents: • Determine the infrastructure and technology resources required to actively manage your records management system: • Examine the criteria for identifying and selecting an appropriate DRM system: • Analyse effective roll-out methods and adoption for efficient application by all users: • Identifying what needs to change in your organisation in order to ensure the highest level of success in managing your business documents and records: • Planning your change management strategy: • Defining the appropriate mechanisms for driving forward a change management process that will overcome the fears of implementing a records management programme and systems and get buy-in at all levels by using a: • Aligning the goals of each business unit with your overall business objectives in order to drive your DRM and business performance • Promoting an awareness among your internal and external users by effectively communicating the benefits of your DRM system • Creating and communicating a shared vision, mission and core values to drive forward your DRM process and improve overall information and records management compliance and performance • Successfully overcoming the internal resistance obstacles to your DRM policy by cascading your DRM system down to all your business units • Applying the appropriate reporting processes for effectively implementing and maintaining your DRM system • Analysing the capabilities, functions and responsibilities of your managers and users who are required to plan, implement and manage your DRM system: • Understanding the general responsibilities of the Chief Information Officer (CIO) and IT department in assessing potential risks and achieving efficient records management practice • Evaluating the appropriate training and support programmes for all stakeholders in optimising the effective functionality of your DRM system • Obtaining buy-in from all staff and overcoming communication barriers to ensure an efficient DRM system • Ensuring that your DRM policies are aligned to your organisational polices and procedures • Creating a culture of ownership and compliance with your DRM polices among your personnel • Determining the classification and role of various records and documents as prescribed by the relevant legislation and regulations: • Assessing the characteristics of a classification system: • Define the meaning and various features of a sound document appraisal system: • Determine the characteristics of a solid document retention process: • Establish the various elements of a document disposal management system: • Identify the appropriate systems for storage and disposal of your organisations records and documents: • Assess the tried and tested steps for migrating documents to storage without losing critical information: • Understand and plan for vital records • Understand the benefits of implementing best practice information disaster recovery plans for ensuring continuity of business operations in the event of a disaster • Analyse the effectiveness of your business continuity infrastructure to reduce the risks of a disaster in your EDRM process • Implement strict monitoring and tracking systems for improving the corrective and prevention action in order to detect failures quickly and efficiently within your EDRM programme • Assess the appropriate technologies for ensuring an uninterrupted flow of business operation and data retrieval • Identify the critical records that are required to continue business operations in the event of a disaster • Create a disaster recovery team who is well prepared in implementing and managing your disaster recovery programme • Determining the reliability and quality of your EDRM infrastructure and system • Defining the link between various business units to support the efficiency of your records management process • Examining the various South African National (SANS) and international (ISO) standards ,to achieve best practice in reliability, integrity and authenticity of electronically stored information • Creating internal versus external benchmarks as effective measurement mechanisms to accurately track the progress of your records management system • Identifying where the potential risks exist in your EDRM system • Undertaking the appropriate steps to preserving the integrity and protection of all documents • Adopting compliance monitoring and inspections for effectively managing the lifecycle of your documents • Conducting regular policy reviews and assessments of your EDRM system to establish the effectiveness of the process in line with changes in legislation or business processes
OBJECTIVES
COURSE OUTLINE
The Document and Records Management (DRM) Legal Framework
Development Of Effective DRM Policies And Procedures
Change Management requirements and planning
Roles And Responsibilities
Classification Processes and plans
Project planning for Electronic DRM Systems (EDRM)
Appraisal, Retention and Disposal
Disaster Recovery and business continuity Planning
Quality, Integrity And Security Measures
FACILITATOR DETAILS
COR Concepts facilitators are all specialists in the field of Document, Records and Information Management. Most of our Records Management facilitators have worked at one of the Provincial or National Archives and Records Services and are carefully selected to deliver the most value to assist you in applying the course content to your organisations. Our EDRMS facilitators all have extensive experience in the design and/or implementation of these systems.
OUTCOMES