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Electronic Records Management Onsite Seminar

About The Institute

Records management is not what it used to be! Created for Records Managers by a Records Manager, this seminar is specifically designed to help records management professionals redefine their programs and their professional roles by embracing the dynamics of EDMS in today’s organizations. As e-mail, intra/extranet, electronic document management (EDMS) and knowledge management (KM) systems proliferate throughout our organizations, the role and scope of records management is being challenged. That is why Delphi has created a seminar focused on the role of electronic records management (ERM) and the Records Manager in this age of electronic document and knowledge management systems.

Who Should Attend

  • Records professionals in the throes of managing electronic repositories and archives
  • Records professionals who need to better understand how EDMS and knowledge management technologies support the lifecycle management of records
  • Executives who need to better understand the contemporary role of records management
  • IT/IS professionals who want to understand the records management implications associated with the design and deployment of EDMS and knowledge management systems

What You Will Learn (Course Outline)

Reconciling EDMS, Knowledge Management and RM Principles

  • Defining Document Management vs. Records Management
  • Identifying Records in a Knowledge Management System
  • Lifecycle Management
  • Structured/ Unstructured Data
  • Paper vs. Electronic Documents and Records
  • Controlled Document Management
  • Legal Responsibilities
  • Disaster Recovery

The Role of the Records Manager in an EDMS/ Knowledge Management Environment

New Challenges

  • E-mail
  • XML
  • COLD
  • Groupware, Chat Rooms and Other Collaborative Environments
  • E-Commerce
  • Knowledge Repositories
  • Compound Documents
  • Live Documents
  • Integrated Paper and Electronic Files

Cultural Issues

  • Defining the Point Where Records Management Becomes Integrated With Business Process
  • Determining When an Electronic Document Become a Record
  • Ownership of Electronic Records
  • Applying Records Management to Knowledge Management
  • Closing the Records Management/IT Gap
  • Determining Who Owns the Knowledge-base

Technology-based Approaches

Inventory

  • Records
  • Systems
  • Knowledge
  • Inventory Control

Creation

  • Directives
  • Reports
  • Electronic Forms
  • Correspondence
  • Special Media
  • Transaction/ Collaborative/ Reference
  • Record Copy Designation
  • History Files - Version/Revision Control
  • Configuration Management
  • File Formats

Digital Signature/Encryption

  • Business Issues
  • Technology Issues
  • Security Issues

Records Scheduling and Retention

  • Series Identification and Maintenance
  • Submission/Approval
  • Storage Media

Retrieval

  • Active and Inactive

Records Disposition and Destruction

  • Role of Workflow
  • Protection and Migration Strategies
  • Hierarchical Storage Management
  • Electronic Vaulting
  • When is a Knowledge-base a Record?
  • Are Web Pages Records?
  • When are Electronic Records really Destroyed?

Government Initiatives

  • U.S. DOD 5015.2
  • GRS 20
  • ISO 9000
  • RDIMS
  • AS 4390

Electronic Document Management Vendors and Products

  • Documentum
  • OpenText
  • FactPoint
  • PC DOCS
  • FileNet
  • BlueRidge
  • Siemens Nixdorf
  • TOWER Software

Electronic Records Management Vendors and Products

  • Provenance - ForeMost
  • EDUCOM Business Solutions - Record Manager
  • Cuadra - Star
  • Information Network - InSight
  • PSSoftware Solutions - RIMS

Case Studies/Best Practices

  • Evolution of Recordse RM Seminar Instructor

 

 

If you have questions about our products or services,
Call a Delphi Group Representative at +1 (617) 274-8444

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