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course | Intelligent Archiving and Effective Electronic Organization of Information and Documents

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ADOM-1555 | Intelligent Archiving and Effective Electronic Organization of Information and Documents

Course Sector : Administration and Office Efficiency

Duration
Date from
Date to Course Venue Course fees Book a course
5 Days2025-07-282025-08-01Singapore$4,950 Book now
5 Days2025-04-282025-05-02Online$2,150 Book now
5 Days2025-10-262025-10-30Riyadh$4,250 Book now

Course Introduction

Record keeping is essential for every business and organization. All purchases, sales, client and employee communications as well as legal and taxation documents need to be classified and managed appropriately. Document records and files have life cycles. They are created, received, referred to, revised, refiled, and occasionally reorganized. For the most part, the need to refer to files declines sharply as their age increases. As records reach the end of their active lives, they are disposed in various manner: destroyed, reformatted, transferred to inactive storage, or transferred to the archives section. There are, however, some fundamental concepts that most records and archives management systems utilize. 

Intelligent Archiving

This training course is designed to provide delegates with a thorough insight about theoretical principles, methodologies and practical administration of archiving and record management, as well as the responsibilities of archivists and records managers in today’s financial institutions, business organizations, government agencies and non-profit entities.


Course objective

  • Gain a comprehensive understanding of records and archiving management principles, processes, and terminology.
  • Know the fundamental concepts of Electronic Document Management Systems (EDMS)
  • Familiarize oneself with recordkeeping practices and traditions.
  • Understand the difference between the responsibilities of archivists and records managers
  • Apply knowledge of key aspects of records management practice in various contexts.
  • Identify issues that impact on the ongoing management of records that document organizational activities, assess their effect, and develop relevant solutions.

Course Outline | 01 Day One

Archive Management: Principles, Practice, Archive Classification Methods and Database Archiving

  • Introduction to theory and practice:
  • Historical development of the record-keeping profession
  • Responsibilities and functions of archivists
  • Differences and similarities between records and archives
  • Acquisition and appraisal:
  • Policy development
  • Methods of acquisition
  • The theory and practice of appraisal
  • Arrangement and description

Course Outline | 02 Day Two

Archive Services, Access, Indexing, Preservation & Security

  • Providing services to users:
  • Users and their needs
  • Access restrictions and regulations
  • Legislation
  • Outreach:
  • Reaching a wider audience
  • Publicity and promotion
  • Online resources
  • Outreach and in-reach strategies
  • Preservation:
  • Identifying risks to archives;
  • Responses to ensure the protection of archives
  • Storage requirements of different media
  • Preservation policies
  • Management:
  • Staff, resource and time management
  • Policies and procedures
  • Measuring performance

Course Outline | 03 Day Three

Record Management: Principles, Practice & Archive Backup Methods

  • Organisations and records:
  • Nature of records
  • Making, maintaining and managing records
  • Records management concepts:
  • record life cycle;
  • records continuum
  • Records management programmes:
  • Records management roles & responsibilities;
  • Records management policies;
  • Records systems development methodology
  • Records creation & capture
  • Records classification
  • Records storage
  • Records destruction

Course Outline | 04 Day Four

Technological Advancements: Electronic & Audio/Visual Records

  • The internet and new technologies
  • Challenges of the management of electronic records in archives and records management?
  • How does the management of visual records differ from that of printed records?
  • Managing and preserving records in a variety of media including audio-visual and electronic records
  • Electronic Document Management System (EDMS)
  • Information Management: Digitalization
  • EDMS: Definition
  • Purpose and Importance of EDMS
  • Concept and General Principles of EDMS
  • Benefits and Advantages of using EDMS
  • Differences between RMS (Records management system) and EDMS
  • Challenges of EDMS systems

Course Outline | 05 Day Five

Electronic Document Management Standards and Regulations

  • Information and Data Risk
  • Quality management systems – Requirements
  • ISO Documentation Requirements
  • ISO 9000 and other regulatory Requirements
  • Control of documents and management
  • Internal and External Audits
  • Non-compliant documents
  • Corrective and Preventive Action plan
  • Tools of EDMS
  • Automated Information Capture
  • Federated Search & Retrieval
  • Collaboration Tools
  • Hierarchical File Indexing & Classification
  • Connected Archival Methods
  • Automated Workflows
  • Security & Audit Trails
  • Document Metadata
  • Version Control
  • System-Wide Integration
Course Certificates
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BOOST’s Professional Attendance Certificate “BPAC”

BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.

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