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Dotrid International Training Institute

Electronic Records Course Overview


Management Course This course is designed for professionals who have
13-24 Mar, 17-28 Apr, 3-14 Jul, 4-15 Sep, 2017 responsibilities for records management whether
they are in the public or private sector. The course
Dubai Cape Town Pretoria Arusha Mauritius
will expose delegates to recent knowledge in
records management as well as consider the
opportunities and challenges brought by electronic
information technologies.
Participants will also learn various issues relating to
Each participant will receive a brand new IPAD the legal and organizational environment for
conventional and electronic record keeping which
will include: the protection of records as evidence,
the need for compliance with evidence laws, the
challenges of meeting audit requirements, the
importance of adequate budgets and the
importance of identifying relevant legislation and
policies.

The course will also focus on digital preservation


and archival description, archival codes of ethics
and key issues involved with applying standards.
Course Objectives
This training course will help organizations:
To reduce costs
Improve service
Improve access to information
Improve tracking accountability of records
Improve security of information
Develop a disaster recovery plan
Begin business process reengineering by
automating manual processes
Reduce long-term storage costs
Increased importance of environmental,
customer service, disaster recovery, and Participants will also learn various
regulatory requirements.
issues relating to the legal and
Requirement to cut operating budget in
organizational environment for
Poor economy
Enhance customer/public service conventional and electronic record
Enhance information sharing internally & keeping which will include: the
externally protection of records as evidence,
Provide new/faster services the need for compliance with
Preserve historic documents evidence laws, the challenges of
Achieve statutory/regulatory requirements meeting audit requirements, the
more effectively importance of adequate budgets
Provide document security and the importance of identifying
Disaster recovery relevant legislation and policies.
Stimulate, creativity, motivation and loyalty
Describe classification, tracer, cross
Course Outline reference and index systems for paper
based storage
Module 1 Module 4
Office organisation Electronic records processing systems
Describe organizing as a core responsibility of Explain the benefits and risks of
office professionals electronic records management
Illustrate their position in the organizational Understand how to deal with
structure and the route of documentation they incoming mail and tasks
need to manage List some of the best practice
Identify and review the role of administration in procedures of e-mail management
their organization Appraise the need for an e-mail policy
Assess their own organizing ability for in an organization
effectiveness and efficiency Define the organizational
Describe the need for effective systems as requirements for storing records
support for efficient administration electronically
Rate the effectiveness of their departments Outline the processes of locating,
systems retrieving, copying and dispatching
Module 2 information in an electronic storage
Records Management system
Illustrate the importance of secure
Explain why organizations record and keep
storage of electronic records
information
Highlight some of the consequences if
Define information management, records
information is not managed properly
management and record
Understand the importance of dealing
Name and describe the type of records that are
with confidential documents and
specific to a contract in a selected business
issues
sector
Describe the processes of document
Describe the practice of records management
scanning and tracking
Outline the process of managing physical
Highlight the legal requirements,
records
policy and best practice of document
Discuss confidentiality issues
retention in the context of their
Illustrate how to locate and provide records to
organization and industry
users on request
Describe the concept of archiving
List the eight design components of a record
Evaluate the importance of optimizing
keeping system
technology e.g. e-mail, bar coding,
Understand the importance of maintaining
scanning.
accuracy, safety and confidentiality of stored
records
List new trends in paper based document
management
Module 3
Paper records processing systems
Explain the role of proper desk organization in
records management
Outline the options in the paperwork and e-mail
route
Assess the efficiency of their departments
current information storage and filing systems
The course will expose
delegates to recent knowledge WHO SHOULD ATTEND?
This course will be of immense benefits
in records management as to :
PAs,
well as consider the Executive Assistants
Secretaries,
opportunities and challenges Record Officers,
Store Officers/Managers
brought by electronic Office Managers,
Team Leaders,
information technologies. Managers/Directors who have
responsibilities for records
management and those who wish to
acquire requisite skills for future
roles in record management.
Methods of Training
The method of training for each module is
highly participatory. And training sessions
will include:
Exciting practical group exercises,
Role-plays
Case studies
Live instructions
Video presentations
Explicit practical examples
Course Feespresentations
PowerPoint

Course fee is $1000 per delegate and


covers tuition and course materials.

Course Duration : 4 days

CERTIFICATE OF PARTICIPATION
All participants shall receive certificate of
participation at the end of the programme. South Africa Office: Ground Floor, Milnerton
Building, Ixia Street, Opposite Point Business Park,
REGISTRATION & COURSE MATERIALS Milnerton, Cape Town 7441, South Africa.
Tel: +27832412212, +26876515877,
+27735892401 Tel/Fax: +27215520431
Course fees is USD2950 per participant. Each Swaziland Office: Embassy House, Allister Miller
delegate will be entitled to a full package of Street, P O Box 4755, M b a b a n e ,
course materials, a Certificate of participation, Kingdom of Swaziland.
refreshments, expert facilitation, buffet lunch Email: programmes@dotrid.org
and free airport transfer. To register for this dotridtraining@gmail.com
course please apply online at: UK Office: 4 Dalespark Drive, Swinton, Manchester,
www.dotrid.org/apply/ or complete and M27 0FP, UK Web: www.dotrid.org
forward the form below to: info@dotrid.org uktraining@dotrid.org
To apply online go to: www.dotrid.org/apply/

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