Information, no matter how it is initially produced or collected, is becoming an increasingly valuable asset for organizations today, while simultaneously the requirements to archive information are becoming more complex. Finding an efficient approach to archiving information across all material aspects of its lifecycle – from its creation to its defined destruction – is a challenge. At the same time, the need to establish such an efficient approach is essential, with benefits in cost-cutting and organizational performance being paramount. This training is design to show participants how to deal with papers in an electronic way to get rid of the papers hard copy which takes a lot of space and time
By the end of the program, participants will be able to:
- Professionals and leaders who wish to learn more about document management strategies for improving organizational efficiency
- Personnel moving into leadership roles to embrace better controls for managing paper and electronic documents
- Information Security Professionals
- Document Controllers and Administrators
- Document and Records Management Personnel
- Document Management Supervisors
- Executives
- Users of Document and Records Management
- Personnel seeking to enhance their skills
Introduction on EDMS:
- What is it and benefits
- Introduce Engineering EDMS key concepts and drivers
- The paper flood
- The paperless Office
- Document Management policies and procedures
EDMS Components and Document Capture, Distribution, and Browsing:
- Scanning of documents
- OCR and image processing
- Demonstration
- Indexing, archiving and retrieval
- Document capture
- Strategic Planning and Management For Records And Archive Services
Strategy and Understanding Key Elements:
- Document and records management strategy
- Information governance
- Understanding the terminology
- Managing Information assets
- ISO 15489
- ISO 5489 Part 1 and Part 2 overview
- Introduce document an records management
Paper Records Processing System:
- Explain the role of paper desk organization in records management.
- Outline the options in the paper and email route
- Assess the efficiency of their departments’ current information storage and filing system
- Describe classification, cross-references and index systems for paper-based storage.
Concepts and Set up Components:
- Classification schemes
- Searching and retrieving
- Controls and security
- Metadata and indexing
- Document and records lifecycle
- Capture, store and management
- Preserve and archive
- Presentation and delivery
- legislation, standards and regulation
- Other Sources Of Documents
- Word processors/spreadsheets
- Forms
Document Management:
- Document control
- Revisions/versions/histories
- Audit trails
- Reports
- Demonstration
- Forms Management
- Creating forms
- Filling and saving forms/data
Document Distribution:
- Workflow Management
- Applications
- Creations
- Tracking/closure
- Demonstration
- Electronic Mail
- Concepts
- Demonstration
Document Brewing:
- Navigation
- Application/independent viewers
- Annotation/sticky/notes/red/lining
- Records Managers
- Documents Controlling Professionals
- Information Security
- Enterprise Content Management Professionals
- Administration Staff