Course Title: Electronic Records Management Training

Offered by: Lifa n Lúce Consultancy
Delivery Mode: In-person / Online / Blended
Target Audience: Office Administrators, Records Officers, PAs, Secretaries, and Document Controllers
Objective: To equip participants with the knowledge and skills to manage, organize, and secure electronic records in compliance with organizational and legal standards.

Module 1: Introduction to Records Management in the Digital Age

  • Definitions: records vs. documents

  • Importance and benefits of proper records management

  • Evolution from paper-based to electronic records systems

  • Legal, regulatory, and organizational compliance

  • Role of administrative professionals in recordkeeping

Module 2: Electronic Records Systems & Classification

  • Types of electronic records (emails, PDFs, databases, etc.)

  • Records lifecycle: creation, use, retention, disposal

  • File naming conventions and folder structures

  • Metadata and indexing for easy retrieval

  • Overview of ERM systems (e.g., SharePoint, M-Files, OpenText)

Module 3: Security, Access Control & Risk Management

  • Protecting confidential and sensitive information

  • Setting permissions and managing access rights

  • Cybersecurity basics: passwords, encryption, and backups

  • Records retention schedules and audit trails

  • Legal risks of poor records management

Module 4: Best Practices & Practical Implementation

  • Policies and procedures for managing digital records

  • Transitioning from paper to electronic formats

  • Conducting digital cleanups and organizing shared drives

  • Real-world scenarios: archiving, e-discovery, FOI requests

  • Creating a records management checklist for your department

Course Deliverables

  • Practical exercises: organize a sample digital records folder

  • Templates: file naming standards, retention schedules

  • Certificate of Completion

  • Optional: Post-training support or system implementation guidance