Electronic documents and records management

Purpose

The significance of document and record management procedures will be covered in this course. The participant will be given the necessary knowledge and abilities to efficiently handle information utilizing contemporary ICT tools, methodologies, and applications.

Course Objectives

  • Development of an EDRM strategy; • Management of electronic information; • Information delivery at the point of need; • Structure and implementation of records retention schedules; • Components, legal requirements, and international standards for electronic document and records management systems (EDRMS).

Duration: 5 days

Target Audience

Administrators, librarians, secretaries, compliance officers/managers, information security managers, records managers, information managers, operations managers, knowledge managers.

Program Outline

Discussion on e-library management and procedures.

  • The structure of an electronic library’s filing, indexing, storage, and search functions; • A review of documentation, document control, and records management; • A look at the sources and uses of information; • A look at policies and standards; • A look at International Federation of Library Association (IFLA) guidelines; • A look at ISO standards for e-library, documentation, and document management; • A look at regulatory, compliance, and legal considerations.
  • Costs associated with non-compliance; • Business procedures and document flow
  • Document capture; shared folders; capture models; classification and retrieval; extracting and using document content; document imaging as opposed to document management; integrating and interoperability; access and control; audit trails; reports; creating and using new information; document creation; Word templates as opposed to eForms; designing and deploying