Electronic Document and Records Management Systems (EDRMS) Training
Electronic Document and Records Management Systems (EDRMS) Training helps Managers and Supervisors build practical knowledge, information, and digital records management capability through role-relevant activities, instructor-led 5 days delivery, and a clear certificate pathway.
Training provider: EduCore Global Skills
Category: Knowledge, Information, and Digital Records Management
Duration: 5 Days
Delivery: Instructor-led classroom, Live online, In-house corporate training
Certificate: Certificate of Completion
Course fees: KES 80,000 / USD 850
Course Overview
Electronic Document and Records Management Systems (EDRMS) Training is an instructor-led professional training course offered by EduCore Global Skills for individuals, teams, and organizations seeking practical capability in Knowledge, Information, and Digital Records Management.
EduCore Global Skills offers Electronic Document and Records Management Systems (EDRMS) Training as Knowledge, Information, and Digital Records Management training for Managers, Supervisors, Team Leaders, Executives and related professionals. Delivery supports classroom, live online, and corporate cohorts in Nairobi, Kenya or by arrangement.
Who Should Attend
- Managers
- Supervisors
- Team Leaders
- Executives
- Department Heads
- Project Leads
- Professionals
- Technical staff
Prerequisites
No mandatory prerequisite is required unless stated in the course outline. Participants should bring relevant workplace examples where possible.
Course Modules
EDRMS Business Case, Scope, and Professional Context
- EDRMS purpose, business drivers, pain points, records risks, and benefits for executive and operational stakeholders
- Differences between document management, records management, archives, collaboration tools, and knowledge repositories
- Records principles covering authenticity, reliability, integrity, usability, accountability, and long-term preservation
- Baseline maturity assessment for paper records, shared drives, email, legacy systems, and unmanaged digital files
- Exercise: prepare an EDRMS business case and current-state diagnosis for Electronic Document and Records Management Systems (EDRMS) Training
Information Governance, Policy, and Records Accountability
- Information governance structure, policy hierarchy, steering committees, custodians, system owners, and record users
- Records policy requirements for capture, naming, metadata, access, retention, disposition, legal hold, and audit trails
- RACI design for records managers, IT teams, legal, compliance, business units, archives, and external providers
- Governance evidence including approvals, exceptions, policy reviews, meeting records, and performance reporting
- Exercise: build an EDRMS governance charter and responsibility matrix
Records Lifecycle, Retention Architecture, and Legal Duties
- Retention schedule design by record series, business value, legal requirement, risk level, and archival value
- Disposition authorities, review triggers, appraisal, destruction approval, transfer to archives, and certificate of destruction
- Legal hold rules for investigations, litigation, audits, public inquiries, and regulatory reviews
- Evidence needed to prove defensible retention, suspended disposition, authorized destruction, and archival transfer
- Exercise: apply retention and legal-hold rules to a mixed EDRMS records set
Classification Schemes, File Plans, and Metadata Design
- Business classification schemes, file plans, functions, activities, transactions, record series, and controlled vocabularies
- Metadata standards for creator, date, business process, record class, retention rule, confidentiality, status, and disposal action
- Naming conventions, numbering structures, version rules, indexing quality, duplicate control, and search usability
- Metadata quality checks for completeness, consistency, migration readiness, discovery, retention automation, and audit support
- Exercise: design a file plan and metadata profile for a core business function
Document Capture, Digitization, and Indexing Quality
- Capture channels for paper scanning, email declaration, office documents, forms, ERP outputs, case files, and collaborative records
- Scanning specifications, image quality, OCR, indexing validation, batch control, and exception handling
- Authenticity controls including source verification, capture logs, version control, checksums, and quality assurance sign-off
- Digitization workflow design for preparation, scanning, indexing, review, release, storage, and physical record treatment
- Exercise: build a digitization workflow and quality-control checklist for Electronic Document and Records Management Systems (EDRMS) Training
EDRMS Workflow Automation and Collaboration Control
- Document routing, review, approval, publication, supersession, and controlled collaboration in EDRMS environments
- Version control, check-in/check-out, co-authoring rules, comments, redaction, and controlled external sharing
- Workflow integration with email, registers, forms, procurement, HR, legal, finance, case management, and service desks
- Process controls for bottlenecks, overdue actions, unauthorized changes, duplicate records, and incomplete handoffs
- Exercise: map an EDRMS approval workflow and define control points
Access Security, Privacy, and Audit Trail Management
- Access models for open, internal, confidential, restricted, personal, privileged, and regulated records
- Permission groups, inherited access, need-to-know controls, segregation of duties, and privileged administration
- Audit trail review for creation, modification, declaration, download, sharing, deletion, restoration, and disposition events
- Privacy, confidentiality, redaction, breach response, and disclosure controls for sensitive records
- Exercise: review EDRMS access permissions and produce an audit-trail investigation note
Disposition, Legal Hold, and Digital Preservation
- Module-specific analysis of retention schedule design by record series, business value, legal requirement, risk level, and archival value within disposition, legal hold, and digital preservation
- Module-specific analysis of disposition authorities, review triggers, appraisal, destruction approval, transfer to archives, and certificate of destruction within disposition, legal hold, and digital preservation
- Module-specific analysis of legal hold rules for investigations, litigation, audits, public inquiries, and regulatory reviews within disposition, legal hold, and digital preservation
- Module-specific analysis of evidence needed to prove defensible retention, suspended disposition, authorized destruction, and archival transfer within disposition, legal hold, and digital preservation
- Exercise: produce a disposition, legal hold, and digital preservation evidence pack for a realistic Electronic Document and Records Management Systems (EDRMS) case
Migration, Integration, Testing, and Data Quality Assurance
- Legacy repository assessment for shared drives, email archives, databases, line-of-business systems, and paper registries
- Migration planning for cleansing, deduplication, metadata mapping, retention mapping, sampling, and reconciliation
- Integration patterns for identity, email, scanners, ERP, CRM, case management, portals, and reporting tools
- Migration assurance evidence including test scripts, exception logs, user acceptance, cutover approval, and rollback plans
- Exercise: prepare an EDRMS migration risk register and validation plan
EDRMS Implementation Roadmap and Change Adoption
- EDRMS capability, records lifecycle requirement, stakeholder expectation, and operating boundary for Electronic Document and Records Management Systems (EDRMS) Training
- Policies, procedures, metadata, retention rules, permissions, workflows, and audit evidence needed for this capability
- System configuration choices that affect authenticity, reliability, integrity, usability, and preservation of records
- Common implementation failures, quality checks, change impacts, and remediation routines for this module
- Exercise: produce a practical EDRMS deliverable for a realistic Electronic Document and Records Management Systems (EDRMS) Training scenario
Training Focus
Electronic Document and Records Management Systems (EDRMS) Training helps Managers and Supervisors build practical knowledge, information, and digital records management capability through role-relevant activities, instructor-led 5 days delivery, and a clear certificate pathway.
Related Course Discovery Links
Frequently Asked Questions
How is Electronic Document and Records Management Systems (EDRMS) Training delivered?
Electronic Document and Records Management Systems (EDRMS) Training is delivered through instructor-led classroom, live online, private in-house corporate training depending on the selected cohort or organizational arrangement.
What are the fees for Electronic Document and Records Management Systems (EDRMS) Training?
The published course investment is KES 80,000 and USD 850. Location-specific fees are shown where configured.
How long is Electronic Document and Records Management Systems (EDRMS) Training?
Electronic Document and Records Management Systems (EDRMS) Training runs for 5 Days unless a customized corporate schedule is agreed.
Do participants receive a certificate for Electronic Document and Records Management Systems (EDRMS) Training?
Participants who complete the course receive a Certificate of Completion from EduCore Global Skills.
Register for Electronic Document and Records Management Systems (EDRMS) Training or contact EduCore Global Skills.