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37 - ITC - Information Technology - Miscellaneous


ITC 183A - Electronic Document Management Systems (EDMS)

Code Start Date Duration Venue
ITC 183A 04 November 2024 5 Days Istanbul Registration Form Link
ITC 183A 09 December 2024 5 Days Istanbul Registration Form Link
Please contact us for fees

 

Course Description

This course tackles the necessity of using information management systems in the digital age. An electronic document and records management system or EDRMS is an automated software application designed to assist you with the creation, management, use, storage and disposal of information and records. The term has some overlap with the concepts of content management systems. It is often viewed as a component of enterprise content management  systems and related to digital asset management, document imaging, workflow systems and records management systems. This course shows participants how to deal with documents and records in taking into account the risks posed by the digital landscape such as security and metadata issues. 

Course Objectives

  • Understanding the need for an EDRMS and constructing a business case 
  • Learning how to draft records management policies pre EDRMS implementation
  • Learning to work within a hybrid or paperless environment
  • Understanding metadata for EDRMS use
  • Addressing requirements of ISO 9000 and other regulatory agencies
  • Understanding different technologies involved in EDRMS
  • Learning about migration from EDRMS
  • EDMS or EDRMS? - learning to choose for your organisation 

Who Should Attend?

  • Information and Records Managers/ their employees
  • HR officials
  • Administrative staff
  • Staff involved in the day to day management of document and records management
  • Supervisors of all industries who are interested in learning about tomorrows technologies for paperless working environment and minimizing the volume of paper

Course Details/Schedule

Day 1

  • The changing information landscape and risks
  • The digital challenge
  • Information Management in the digital age
  • Information Assets
  • Digital continuity (information risk management)
  • Putting forward a business case for EDRMS

Day 2

  • Change Management as part of implementation
  • Differences between document and records management
  • Functional difference between EDMS and EDRMS
  • Types of document and records management systems
  • Which best suits your organization?

Day 3

  • Metadata for EDRMS
  • Off – the-shelf vs. customs systems
  • Allocating resources: who needs to be involved for successful roll out?
  • Updating and data migration between systems
  • Data handling within the context of EDMS/EDRMS

Day 4

  • Looking at a live EDRMS system
  • File plan structure
  • Determining functionality required by organisation
  • Pilot trial of EDRMS 

Day 5

  • ISO 9000 & others regulatory requirements including information security
  • Integration of Email into EDRMS
  • EDRMS disposal and retention schedules 
  • Access controls 
  • EDRMS champions- where do they sit organisationally?
  • Digital signatures

 

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