
A Highly Interactive Training Course On
Mastering Electronic Records Management
Strategies for the Digital Age
Course Introduction
In today's fast-paced digital environment, the shift from paper-based to electronic records has transformed how organizations manage information. Electronic Records Management (ERM) has emerged as a vital discipline that ensures the systematic control of records throughout their lifecycle, from creation or receipt through to processing, distribution, maintenance, and ultimate disposal. The shift to digital records offers significant advantages, including improved accessibility, space savings, and enhanced security. However, it also presents unique challenges, such as ensuring compliance with regulatory requirements, maintaining the authenticity and integrity of records, and managing vast amounts of digital data effectively.
This Mastering Electronic Records Management training course is designed to equip professionals with the knowledge and skills needed to navigate the complexities of electronic records management. Participants will delve into the principles and practices that underpin ERM, explore the technological tools available for managing electronic records, and examine the legal and ethical considerations that must be adhered to in the digital age.
Over the course of five days, this program will guide participants through the entire lifecycle of electronic records, offering practical insights into how organizations can effectively manage their digital information assets. From the creation and capture of electronic records to their long-term preservation and eventual disposal, each aspect of the ERM process will be covered in depth. Additionally, the course will highlight best practices for organizing, storing, and securing electronic records, ensuring they remain accessible and usable for as long as they are needed.
Participants will also explore the evolving landscape of electronic records management, including emerging technologies such as cloud storage, blockchain, and artificial intelligence, which are poised to further revolutionize the field. By the end of this course, participants will be well-prepared to implement or enhance electronic records management programs within their organizations, ensuring compliance, improving operational efficiency, and safeguarding critical information.
Training Objectives
By the end of this training course, participants will be able to:
- Understand the fundamental principles and concepts of electronic records management
- Gain knowledge of the legal and regulatory requirements related to electronic records
- Learn best practices for organizing, storing, and securing electronic records
- Develop strategies for ensuring long-term preservation and accessibility of electronic records
- Acquire skills in using electronic records management systems and tools
Training Methodology
This COPEX training course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. The facilitator will provide interactive presentation that incorporates slides, videos, group discussion, and practical exercises to examine all aspects of the topic.
Who should Attend?
This training course is suitable to a wide range of professionals but will greatly benefit:
- Records managers
- IT professionals
- Compliance officers
- Archivists
- Administrative personnel responsible for document and information management
- Legal professionals involved in records management
Course Outline
- Overview of Records Management: Traditional vs. Electronic
- Key Concepts and Terminology in ERM
- The Lifecycle of Electronic Records
- Legal and Regulatory Frameworks for Electronic Records
- Case Studies on Electronic Records Management Failures and Successes
- Types and Formats of Electronic Records
- Strategies for Capturing Electronic Records
- Metadata: Definition, Importance, and Management
- Developing and Implementing File Plans
- Best Practices for Email Management as Electronic Records
- Classification and Indexing of Electronic Records
- Digital Storage Solutions: Cloud vs. On-Premises
- Security Measures for Protecting Electronic Records
- Access Control and Rights Management
- Implementing and Using Electronic Records Management Systems (ERMS)
- Challenges in Preserving Electronic Records
- Strategies for Long-Term Digital Preservation
- Migration and Conversion of Electronic Records
- Ensuring Records Authenticity and Integrity Over Time
- Developing and Implementing Retention Schedules
- Legal and Regulatory Requirements for Records Disposal
- Procedures for Secure Destruction of Electronic Records
- Auditing and Compliance in ERM
- Emerging Technologies and Future Trends in Electronic Records Management
- Course Review and Case Study Analysis
- Final Assessment and Feedback
Providers and Associations



Certificates
- Copex Certificate of Attendance will be provided to delegates who attend and complete the course.
Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.
COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.
Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.
Frequently Asked Questions
This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
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Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.
There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
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Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.
Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.
Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.
Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates
Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.
Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

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