Advanced Electronic Document and Records Management

• Records Management Fundamentals
• Basic definitions
• Introduction to records
• Content context and structure of record
• Introduction to record management
• Records Lifecycle
• Creation
• Distribution and Use
• Disposition
• Archiving
• Introduction to Electronic Records Management (ERM)
• Types of Electronic records
• Elements of a good record management system
• Implementation issues of ERM
• Best practices in Electronic Record Management
• Electronic Record keeping
• Objectives of electronic recordkeeping
• Integration of ERK system with other IT systems
• Critical success factors for implementation of ERK system
• Elements of Effective Records Management System
• Records Inventory & Classification
• Retention scheduling
• Records Storage & Conversion
• Vital Records Program
• Disaster Prevention & Recovery Planning
• Disposition
• Classification and Indexing of Records
• Designing a records classification System
• Types of classification schemes
• Attributes of a good filing system
• Metadata in ERM
• Importance of metadata
• Uses and sources
• Methods for collecting and applying metadata
• Evaluating organization’s need for ERM system
• ERM needs assessment
• Data collection from different users
• Data analysis and use in ERM planning
• Planning for Electronic Record Management System
• Records Management integration to organization information management strategy
• Planning for cultural change associated with ERM
• Determining end users roles in ERM system
• Planning for resources in ERM implementation
• Implementing ERM System
• Components of an ERM system
• Solution options for information and records management
• Designing an ERM system
• Steps to implement an effective ERM Program
• Developing information governance strategy
• Integrating people, processes, and technologies
• ERM system implementation standards
• Model Requirements for the Management of Electronic Records (MoReq)
• AIIM Standards Committee on Integrating Records Management and Document Management Requirements
• Reports by Doculabs on ERM, EDM, and ECM systems
• International Standard ISO 15489-1
• Disaster Risk Management in ERM
• Types of disasters, hazards, and risks in ERM
• Disaster Risk Planning
• Development of policy, procedures for disaster risk management
• Records protection method
• Monitoring and Auditing of Electronic Records Management System
• Conducting regular reviews of records management policy, plan, system, and guidelines
• Monitoring compliance to records management guidelines
• Change management in organization records management policy
• Electronic Records Management Policy
• Objectives of records management policy
• Record management responsibilities
• Key provisions of record management policy

Who Can Attend:
• Records Managers
• Information & Knowledge Managers
• Document Controllers & Archive Managers
• Information Security & Operations Managers
• Compliance Officers/Managers

1ST BATCH: Tuesday, January 20, 2026 — Friday, January 23, 2026.

2ND BATCH: Tuesday, May 12, 2026 — Friday, May 15, 2026.

3RD BATCH: Tuesday, September 8, 2026 — Friday, September 11, 2026.

The training methodology integrates lectures, interactive discussions, collaborative group exercises, and
illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical
experience, emphasizing the application of learned techniques. This approach ensures that attendees return
to their professional environments equipped with both the competence and self-assurance to effectively
implement the acquired skills in their responsibilities.