Electronic Records Management Training Course

Electronic Records Management Training Course

About the Course

Good management of records is fundamental to a well-functioning organization since it supports business activity and provides a basis for efficient service delivery.  Electronic Records Management involves the maintenance of the content, context, structure and links between records to enable their accessibility and support their business value.

This course aims at enhancing the knowledge and practical skills of participants necessary to apply electronic management approaches to perform their records management duties efficiently and effectively.

What you will learn

By the end of the course, participants will be able to:

  • Understand the concepts of Electronic Records Management (ERM) and how it supports organization’s business processes
  • Understand the lifecycle of records with focus on electronic records
  • Implement and manage ERM system
  • Implement electronic recordkeeping
  • Apply the best practices in electronic records management
  • Assess the records management needs of their organization
  • Develop disaster risk management plan for ERM
  • Develop organization electronic record management policy

Course Outline

Records Management Fundamentals

  • Basic definitions
  • Introduction to records
  • Content context and structure of record
  • Introduction to record management

Records Lifecycle

  • Creation
  • Distribution and Use
  • Disposition
  • Archiving

Introduction to Electronic Records Management(ERM)

  • Types of Electronic records
  • Introduction to Electronic Records Management
  • Elements of a good record management system
  • Implementation issues of ERM
  • Best practices in Electronic Record Management

Electronic Recordkeeping

  • Electronic recordkeeping vs Electronic record management
  • Objectives of electronic recordkeeping
  • Integration of ERK system with other IT systems
  • Critical success factors for implementation of ERK system

Elements of Effective Records Management System

  • Records Inventory & Classification
  • Retention scheduling
  • Records Storage & Conversion
  • Vital Records Program
  • Disaster Prevention & Recovery Planning
  • Disposition

Classification and Indexing of Records

  • Designing a records classification System
  • Types of classification schemes
  • Attributes of a good filing system

Metadata in ERM

  • Importance of metadata
  • Uses and sources
  • Methods for collecting and applying metadata

Evaluating organization’s need for ERM system

  • ERM needs assessment
  • Data collection from different users
  • Data analysis and use in ERM planning

Planning for Electronic Record Management System

  • Records Management integration to organization information management strategy
  • Planning for cultural change associated with ERM
  • Determining end users roles in ERM system
  • Planning for resources in ERM implementation

Implementing ERM System

  • Components of an ERM system
  • Solution options for information and records management
  • Designing an ERM system
  • Steps to implement an effective ERM Program
  • Developing information governance strategy
  • Integrating people, processes and technologies

ERM system implementation standards

  • Model Requirements for the Management of Electronic Records (MoReq)
  • AIIM Standards Committee on Integrating Records Management and Document Management Requirements
  • Reports by Doculabs on ERM, EDM, and ECM systems
  • International Standard ISO 15489-1

Disaster Risk Management in ERM

  • Types of disasters, hazards and risks in ERM
  • Disaster Risk Planning
  • Development of policy, procedures for disaster risk management
  • Records protection method

Monitoring and Auditing of Electronic Records Management System

  • Conducting regular reviews of records management policy, plan, system and guidelines
  • Monitoring compliance to records management guidelines
  • Change management in organization records management policy

Electronic Records Management Policy

  • Objectives of records management policy
  • Record management responsibilities
  • Key provisions of record management policy



The instructor led trainings are delivered using a combined learning approach and comprises of presentations, practical sessions and  online tutorials. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.


Upon successful completion of this training, participants will be issued with Profound Research Services (PRC) certificate certified by the National Industrial Training Authority (NITA).


The training will be held at PRC Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

All participants will additionally cater for travel expenses, visa application(where applicable), insurance among other personal expenses.


Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:This email address is being protected from spambots. You need JavaScript enabled to view it..  

Mob: +254 74040112


This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our PRC Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 74040112 or mail This email address is being protected from spambots. You need JavaScript enabled to view it.


Payment should be transferred to PRC account through bank on or before C.O.B. 17th May 2021.

Send proof of payment to This email address is being protected from spambots. You need JavaScript enabled to view it. 


Please Note: The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.


Event Properties

Event Date 05-24-2021 8:00 am
Event End Date 05-28-2021 1:00 pm
Cut off date 05-17-2021
Individual Price KSH 70,000.00
Location Nairobi-Kenya
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