Electronic Document and Information Management

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Venue Starting Date Duration Fees Join Now
Dubai - UAE , 20240916 16 - Sep - 2024 5 - Day $4,950 Register
Online - Virtual , 20241113 13 - Nov - 2024 2 Hrs X 8 Sessions $2,100 Register
Dubai - UAE , 20241202 02 - Dec - 2024 5 - Day $4,950 Register

COURSE OVERVIEW

Electronic Document and Information Management (EDIM) is vital for organizations to streamline document-related processes, improve information access and collaboration, enhance security and compliance, and ultimately drive organizational efficiency and productivity. Even in difficult situations, EDIM’s data backup and disaster recovery capabilities guarantee company continuity and reduce operational disruption. Efficient EDIM enhances customer satisfaction by enabling organizations to respond quickly to inquiries, provide accurate information, and deliver superior service. In today’s digital business world, firms can drive innovation, achieve sustainable growth, and obtain a competitive edge by efficiently utilizing EDIM.

This Electronic Document and Information Management (EDIM) training course is designed based on international standards and methodologies. It will give the participants a better understanding of document and information management fundamentals, the lifecycle process, and archiving and indexing procedures. You can explore the automation, workflow, and approvals for better document and information management. This course will also cover the compliance requirements of ISO 9000 and implementation and regulatory frameworks.

LEARNING OBJECTIVES

By the end of the Electronic Document and Information Management Training course, participants will gain the knowledge in:

  • Fundamental Concepts of Document Management Systems
  • Efficient document lifecycle process
  • Best practices of unified archiving and indexing procedures
  • Create action plans for document and records management framework
  • How to manage and control the flow of documents across the business functions
  • Understand the compliance requirements of ISO 9000 and other regulatory bodies
  • Different technologies available and involved in EDIMS
  • Engage in the automation of processed and business workflow systems
  • How to implement the approval process in the documents and information workflow
  • Identify version and revision changes during the history of the documents
  • EDIM Implementation and Framework Best Practices
  • Security management of EDIM system

TARGET AUDIENCE

The Electronic Document and Information Management training course is designed for a wide range of professionals including:

  • Document controllers & administrators
  • Records management professionals
  • Digital transformation executives
  • Senior registry officials
  • Departmental heads responsible for records management
  • Departmental/unit records coordinators
  • IT staff responsible for records management
  • Compliance Officers and Auditors
  • Information Security officials

TRAINING METHODOLOGY

This practical and results-oriented training course is based on the adult learning concept. It incorporates short inspiring lectures with structured lessons from the learning manual; captivating PowerPoint slides with videos to enhance learning; ongoing discussions with action planning; ample time for Q&A; and training activities to reinforce key concepts within a fun learning environment.

Pre & Post course assessments will be used to measure the effectiveness of this training.

COURSE CONTENTS

Module 1 - Electronic Document Management System Overview

  • KeyTopics:

    • Information Management Digitalisation
    • Purpose and Importance of EDIM
    • Concept and General Principles of EDIM
    • Benefits and Advantages of Using EDIM
    • Differences between RMS (Records management system) and EDIM
    • Challenges of EDIM systems

Module 2 - Electronic Document Management Standards and Regulations

  • KeyTopics:

    • Information and Data Risk
    • Quality management system requirements
    • ISO 9000 and other regulatory requirements
    • Control of documents and management
    • Internal and External Audits
    • Non-compliant documents
    • Preventive and corrective action plans

Module 3 - EDIM Implementation and Framework

  • KeyTopics:

    • Implementation of EDIM process and strategies
    • Analysis of the current processes & documents
    • The change management process
    • Implementation of Process maps and flow charts
    • Observation, measuring effectiveness, and analysis
    • Technology options review

Module 4 – Understanding Electronic Document Lifecycle

  • KeyTopics:

    • Extraction of data from existing documents
    • Registration of the document on the EDIM system
    • Classification of documents based on confidentiality
    • Storage of physical and digital documents
    • Access and permissions to documents
    • Deletion of expired documents
    • Electronic Document Management Best practices

Module 5 - EDIMS Tools and Business Operations

  • KeyTopics:

    • Automated Information Capture and Accuracy
    • Collaboration Tools
    • Hierarchical File Indexing & Classification
    • Connected Archival and Version Control
    • Document Metadata
    • Type of documents & Processing Technologies
    • Business Process Automation and Workflow Systems
    • Audit Trails
    • Industry standards and best practices

Module 6 - Document Control and Security

  • KeyTopics:

    • Multiple security levels
    • Encryption
    • Card and folio-based systems
    • Authentication and Authorisation
    • Digital Rights management
    • Digital signatures
    • Backups and Document Restoration

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