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Training Courses

Electronic Document and Records Management (EDRM) Professional Program

Course Code
AS28
Category
Administration And Secretarial
Course ID
2833
Course Outline

Course Overview

This DIXONTECH professional programme provides advanced knowledge and practical expertise in Electronic Document and Records Management (EDRM) systems. Participants will learn how to design, implement, and manage digital recordkeeping frameworks aligned with international standards such as ISO 15489 and ISO 30301, ensuring compliance, data integrity, and operational excellence within modern organizations.

TRAINING TOPICS

  • Fundamentals of EDRM and Information Governance
  • Principles of Records Lifecycle and Control Frameworks
  • Metadata, Classification, and Indexing Standards
  • Implementing Electronic Document Management Systems (EDMS)
  • Legal, Regulatory, and Compliance Frameworks
  • Security, Confidentiality, and Access Control Mechanisms
  • Workflow Automation and Digital Process Integration
  • Business Continuity and Risk Management
  • Performance Monitoring and Audit Trail Creation
  • Emerging Technologies in Digital Recordkeeping

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

  • Implement and manage EDRM systems that meet compliance and performance standards.
  • Design and implement EDRM frameworks and strategies
  • Apply global standards for document and record control
  • Manage data governance and information lifecycle processes
  • Ensure records authenticity, security, and accessibility
  • Conduct audits and ensure compliance with legal standards
  • Optimize workflows using automation and digital tools
  • Integrate EDRM with enterprise systems and cloud solutions
  • Drive digital transformation in records management

TRAINING IS TAILORED TO:

  • Designed for professionals managing electronic records, compliance, and digital operations.
  • Records and Information Management Officers
  • Compliance and Governance Professionals
  • IT and Systems Administrators
  • Quality Assurance and Audit Managers
  • Legal and Regulatory Affairs Officers
  • Data and Risk Management Specialists
  • Archiving and Documentation Professionals
  • Digital Transformation and Project Managers

TRAINING METHODOLOGY

DIXONTECH uses an experiential learning approach integrating hands-on exercises, system demonstrations, and compliance simulations. Delegates will explore EDRM tools, create metadata structures, design audit trails, and analyze real-world case studies to ensure excellence in electronic document and records management.

DAY 1

INTRODUCTION TO EDRM AND INFORMATION GOVERNANCE FRAMEWORKS

  • Understanding the fundamentals of EDRM and its objectives
  • The strategic role of records management in digital governance
  • Components of an effective records management system
  • Understanding records lifecycle: creation to disposal
  • Implementing ISO 15489 principles and best practices
  • Linking EDRM to organizational information strategy
  • Establishing governance and accountability structures

DAY 2

SYSTEMS DESIGN, METADATA, AND CLASSIFICATION STRUCTURES

  • Designing the structure of an electronic recordkeeping system
  • Metadata creation and standards (Dublin Core, ISO 23081)
  • Developing taxonomies and file classification plans
  • Managing indexing and version control for accuracy
  • Structuring retention and disposal schedules
  • Aligning metadata and classification with compliance frameworks
  • Case study: metadata mapping and digital structure setup

DAY 3

LEGAL, SECURITY, AND COMPLIANCE FRAMEWORKS

  • Legal and regulatory requirements (ISO, GDPR, FOIA)
  • Ensuring compliance and audit readiness in digital systems
  • Implementing security controls and access permissions
  • Managing information confidentiality and data protection
  • Identifying risks in digital records management
  • Conducting internal audits and monitoring integrity
  • Handling e-discovery and legal evidence documentation

DAY 4

EDRM IMPLEMENTATION, WORKFLOW AUTOMATION, AND SYSTEM INTEGRATION

  • Planning and deploying EDRM software solutions
  • Automating document workflows and approval processes
  • Integrating EDRM with ERP and CRM systems
  • Cloud storage, backup, and disaster recovery strategies
  • User access, permissions, and accountability systems
  • Migration of legacy records to digital platforms
  • Managing hybrid systems (physical + electronic)
  • Evaluating system performance and improvement plans

DAY 5

PERFORMANCE, AUDIT, AND FUTURE TECHNOLOGIES IN EDRM

  • Developing audit trails and reporting mechanisms
  • Evaluating compliance and performance indicators (KPIs)
  • Measuring EDRM maturity and effectiveness
  • Introducing AI and machine learning in records automation
  • Using blockchain for authenticity and traceability
  • Adapting to digital transformation and organizational change
  • Future trends and innovations in EDRM
  • Building a continuous improvement roadmap
 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.