Course Schedules

Classroom 6 Sessions
Online / Live
Live

No dates scheduled

Introduction

Mastering Electronic Records Management Training Course addresses the growing need for effective control of digital information in today’s technology-driven organisations. As businesses transition from paper-based systems to electronic records, managing information throughout its lifecycle has become both an operational priority and a compliance requirement.

This training course introduces the principles and practices of Electronic Records Management (ERM), focusing on how records are created, captured, stored, secured, preserved, and disposed of in digital environments. Participants explore the advantages of electronic records, such as improved accessibility and efficiency, while addressing challenges related to authenticity, integrity, security, and regulatory compliance.

Through a structured and practical approach, this Electronic Records Management Training Course guides participants across the full lifecycle of digital records. It also highlights best practices for managing large volumes of data and adapting to evolving technologies. By the end of the course, participants will be equipped to strengthen or implement effective ERM practices that safeguard organisational information and support long-term operational success.

What are the Goals?

Electronic Records Management Training Course objectives focus on building practical knowledge and skills required to manage digital records responsibly and effectively. This training course enables participants to align records management practices with legal, operational, and technological requirements.

Participants will be able to:

  • Understand the core principles and concepts underpinning electronic records management
  • Interpret legal, regulatory, and compliance requirements for managing electronic records
  • Apply best practices for organising, storing, and securing digital records
  • Develop strategies for long-term preservation and continued accessibility of records
  • Use electronic records management systems and tools effectively within organisations

Who is this Training Course for?

Mastering Electronic Records Management Training Course is designed for professionals involved in managing, storing, securing, or governing organisational information. The course supports individuals responsible for ensuring digital records remain compliant, accessible, and trustworthy.

This training course will greatly benefit:

  • Records managers overseeing digital information lifecycles
  • IT professionals supporting electronic records systems and infrastructure
  • Compliance officers responsible for regulatory adherence
  • Archivists managing digital preservation initiatives
  • Administrative personnel handling document and information management
  • Legal professionals involved in records governance and compliance

How will this Training Course be Presented?

Electronic Records Management Training Course applies proven adult learning techniques to ensure strong understanding, engagement, and retention of key concepts. The learning experience is structured, interactive, and practice-oriented.

Participants take part in facilitator-led presentations supported by slides and videos that explain core ERM concepts and frameworks. Group discussions encourage knowledge sharing and critical reflection on real-world challenges. Practical exercises and case studies allow participants to examine electronic records scenarios, apply best practices, and explore solutions.

This blended approach ensures participants not only understand digital records management principles but also gain the confidence to apply them effectively within their professional environments.

Course Content

Day 1

Introduction to Electronic Records Management

  • 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
Day 2

Managing the Creation and Capture of Electronic Records

  • 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
Day 3

Organizing, Storing & Securing 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)
Day 4

Ensuring Long-Term Preservation and Accessibility

  • 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
Day 5

Disposal, Compliance & Future Trends in Electronic Records Management

  • 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

The Certificate

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