INTRODUCTION

Documentation and record-keeping procedures are covered in this course. Participants will gain knowledge and abilities for efficient information management using ICT tools, applications, and methods.

COURSE OBJECTIVES

• Learn about the elements, legal responsibilities, and international standards for electronic documents and records management systems (EDRMS);
• Comprehend electronic information management;
• Be aware of how to deliver information at the point of need;
• Comprehend the structure and application of records retention schedules;
• Develop an EDRM strategy.

DURATION

5 Days

WHO SHOULD ATTEND

The training is intended for managers in charge of compliance, information security, records management, information management, operations management, administrators, librarians, and secretaries.

COURSE OUTLINE

• Introduction to electronic document
• Information sources and uses
• Legal environment of electronic document
• Policies and standards
• Records versus document
• Lifecycle of documents
• Non-compliance costs
• Document flow in business processes
• Capture of document; shared folders
• Capture models
• Classification and retrieval of electronic document
• Extraction and use of document content
• Document imaging versus document management
• Interfacing and interoperability
• Access and control of electronic document
• Audit trails
• Reports
• Creation and utilization of new information
• Creation of documents
• Word templates versus eForms
• Design and deployment of electronic forms
• Distribution of document
• Modeling of workflow and business process
• Technology options
• Development of an information strategy
• Selection of EDRMS
• EDRMS implementation

GENERAL NOTES

• Our seasoned instructors, who have years of experience as seasoned professionals in their respective fields of work, will be teaching this course. A combination of practical exercises, theory, group projects, and case studies are used to teach the course.
• The participants receive training manuals and supplementary reading materials.
• Participants who complete this course successfully will receive a certificate.
• We can also create a course specifically for your organization to match your needs. To learn more, get in touch with us at training@dealsontrainers.org.
• The training will take place at DEALSON TRAINERS IN NAIROBI, KENYA in Nairobi, Kenya.
• The training fee includes lunch, course materials, and lodging for the training session. Upon request, we may arrange for our participants' lodging and transportation to the airport.
• Payment must be made to our bank account before the training begins, and documentation of payment should be emailed to training@dealsontrainers.org