A Highly Interactive Training Course On

Mastering Electronic Records Management

Strategies for the Digital Age

16-20 Dec 2024
Dubai
$5,950
24-28 Feb 2025
Dubai
$5,950
07-11 Jul 2025
London
$5,950
10-14 Nov 2025
London
$5,950

Course Overview

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

 

Training Outline

Day One: Introduction to Electronic Records Management
  • 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
Day Two: Managing the Creation and Capture of Electronic Records
  • 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
Day Three: Organizing, Storing & Securing 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)
Day Four: Ensuring Long-Term Preservation and Accessibility
  • 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
Day Five: Disposal, Compliance & Future Trends in Electronic Records Management
  • 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

Certificates

  • Copex Certificate of Attendance will be provided to delegates who attend and complete the course.

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
Learn More About In-house Training

Got some questions? Look here.

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.

How can I register?

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]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

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.

What is included in the training fee?

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.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

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.

Where do you usually hold your training courses?

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.

Do you provide hotel booking assistance to your delegates?

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

In case of failure to attend, what is your cancellation policy?

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.

What will I receive after the training course?

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.