Mastering Electronic Records Management

Objectives

By the end of this Electronic Records Management course, participants will be able to confidently manage digital records across their lifecycle while ensuring compliance and security. They will understand how to develop and implement effective electronic records management practices that align with organizational policies and regulatory standards. This training course focuses on practical application, allowing participants to apply ERM principles directly to their work environment.

Participants will also learn how to organize and store electronic records efficiently, implement metadata standards, and use file plans to improve record retrieval and governance. They will gain knowledge of the legal frameworks governing electronic recordkeeping and develop skills for secure record handling, access control, and auditing. Furthermore, participants will be able to plan for long-term preservation, ensuring records remain authentic, accessible, and usable over time.

Learning Outcomes:

• Understand the fundamental principles and concepts of electronic records management
• Gain knowledge of legal and regulatory requirements related to electronic records
• Learn best practices for organizing, storing, and securing electronic records
• Develop strategies for long-term preservation and accessibility of electronic records
• Acquire skills in using electronic records management systems and tools

Training Methodology

This COPEX training course uses a range of adult learning techniques designed to maximize understanding and retention. The facilitator will deliver interactive presentations supported by visual aids, real-life examples, and engaging discussions. This method ensures participants remain actively involved throughout the course and can relate the learning to their daily roles.

Practical exercises and case studies are integrated into the sessions to reinforce key concepts and provide hands-on experience in managing electronic records. Participants will work through real-world scenarios, enabling them to apply ERM best practices in a controlled learning environment. Group discussions and collaborative activities will also encourage knowledge sharing and improve problem-solving skills, making the training highly effective for professionals from diverse backgrounds.

Who Should Attend?

This Electronic Records Management training course is designed for professionals who are responsible for managing digital records, ensuring compliance, or supporting information governance. It is ideal for those who need to improve recordkeeping practices, streamline information workflows, and strengthen security across digital assets.

Professionals who will benefit from this course include:

• Records managers and information governance officers
• IT professionals and system administrators
• Compliance and audit staff
• Archivists and digital preservation specialists
• Administrative staff managing document and information workflows
• Legal professionals involved in records management and retention