Mastering Electronic Records Management

In today's fast-paced digital environment, the shift from paper-based to electronic records has transformed how organizations manage information. Electronic Records Management (ERM) has emerged as a vital discipline that ensures the systematic control of records throughout their lifecycle, from creation or receipt through to processing, distribution, maintenance, and ultimate disposal. The shift to digital records offers significant advantages, including improved accessibility, space savings, and enhanced security. However, it also presents unique challenges, such as ensuring compliance with regulatory requirements, maintaining the authenticity and integrity of records, and managing vast amounts of digital data effectively.

This Mastering Electronic Records Management training course is designed to equip professionals with the knowledge and skills needed to navigate the complexities of electronic records management. Participants will delve into the principles and practices that underpin ERM, explore the technological tools available for managing electronic records, and examine the legal and ethical considerations that must be adhered to in the digital age.

Over the course of five days, this program will guide participants through the entire lifecycle of electronic records, offering practical insights into how organizations can effectively manage their digital information assets. From the creation and capture of electronic records to their long-term preservation and eventual disposal, each aspect of the ERM process will be covered in depth. Additionally, the course will highlight best practices for organizing, storing, and securing electronic records, ensuring they remain accessible and usable for as long as they are needed.

Participants will also explore the evolving landscape of electronic records management, including emerging technologies such as cloud storage, blockchain, and artificial intelligence, which are poised to further revolutionize the field. By the end of this course, participants will be well-prepared to implement or enhance electronic records management programs within their organizations, ensuring compliance, improving operational efficiency, and safeguarding critical information.

By the end of this Anderson training course, participants will be able to:

• Understand the fundamental principles and concepts of electronic records management
• Gain knowledge of the legal and regulatory requirements related to electronic records
• Learn best practices for organizing, storing, and securing electronic records
• Develop strategies for ensuring long-term preservation and accessibility of electronic records
• Acquire skills in using electronic records management systems and tools

This training course is suitable to a wide range of professionals but will greatly benefit:

• Records managers
• IT professionals
• Compliance officers
• Archivists
• Administrative personnel responsible for document and information management
• Legal professionals involved in records management

This Anderson training course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. The facilitator will provide interactive presentation that incorporates slides, videos, group discussion, and practical exercises to examine all aspects of the topic.

• Overview of Records Management: Traditional vs. Electronic
• Key Concepts and Terminology in ERM
• The Lifecycle of Electronic Records
• Legal and Regulatory Frameworks for Electronic Records
• Case Studies on Electronic Records Management Failures and Successes

• Types and Formats of Electronic Records
• Strategies for Capturing Electronic Records
• Metadata: Definition, Importance, and Management
• Developing and Implementing File Plans
• Best Practices for Email Management as Electronic Records

• Classification and Indexing of Electronic Records
• Digital Storage Solutions: Cloud vs. On-Premises
• Security Measures for Protecting Electronic Records
• Access Control and Rights Management
• Implementing and Using Electronic Records Management Systems (ERMS)

• Challenges in Preserving Electronic Records
• Strategies for Long-Term Digital Preservation
• Migration and Conversion of Electronic Records
• Ensuring Records Authenticity and Integrity Over Time
• Developing and Implementing Retention Schedules

• Legal and Regulatory Requirements for Records Disposal
• Procedures for Secure Destruction of Electronic Records
• Auditing and Compliance in ERM
• Emerging Technologies and Future Trends in Electronic Records Management
• Course Review and Case Study Analysis
• Final Assessment and Feedback

Anderson Certificate of Completion for delegates who attend and complete the training course