Electronic Records Management, Information & Document Compliance

Offered by: Lifa n Lúce Consultancy
Delivery Mode: In-person / Online / Blended
Target Audience: Records officers, administrative professionals, compliance officers, IT staff, document controllers, and managers responsible for records and information governance
Objective: To equip participants with essential skills, standards, and tools for managing electronic records and documents effectively, ensuring regulatory compliance, data integrity, and organizational accountability.

• Understanding records vs. documents

• Types of records (paper, digital, hybrid)

• Life cycle of records: creation to disposition

• Classification schemes and metadata

• Digital archiving principles

• Legal and regulatory frameworks (e.g. POPIA, GDPR, ISO 15489)

• Organizational policies for electronic records management (ERM)

• Risk management and audit trails

• Information security and confidentiality

• Records retention schedules and compliance audits

• Features and benefits of EDRMS platforms

• Selecting, implementing, and maintaining EDRMS

• Integration with enterprise systems (e.g., Microsoft 365, SharePoint)

• User access controls and version management

• Ensuring system integrity and usability

• Information governance frameworks

• File plan development and structure

• Ensuring accessibility, discoverability, and user training

• Procedures for secure disposal and long-term preservation

• Continuous improvement and monitoring

• Practical case studies and compliance scenarios

• Policy templates and records management tools

• Hands-on demonstrations with EDRMS (where applicable)

• Certificate of Completion

• Optional: Records audit checklist and organizational review toolkit