Accredited Africa Training Institute for Capacity Development

Why Attend

With so many aspects to attend to, the area of document archiving and storage is often over-looked and is always heavily underrated.  The truth is that poor document management can cost companies a lot of valuable time and money.

ISO standard 15489: 2001 defines Records Management (RM) as the field of management responsible for the efficient and systematic control of the creation, receipt, maintenance, use and disposition of records, including the processes for capturing and maintaining evidence of and information about business activities and transactions in the form of records.

Electronic Records Management (ERM) ensures your organization has the records it needs when it is needed.

Course Methodology

This course is highly interactive and utilizes methodology including group discussions, case studies, videos, participant presentations, and problem-solving scenarios.

Course Objectives

By the end of this course. One must be able to:

•  Create and use data files (which includes files created using statistical and database management programs)
• Identify and solve problems related to the coordination and maintenance of effective office procedures and processes.
• Effectively work with others when controlling confidential information.
• Understand the judicial use of electronic records (i.e. addressing the issues and conditions under which electronic records can be admitted in courts as evidence)
• Distribute and sort information.
• Update file storage systems as needed and as the business develops and grows.
•  Processes for easy file storage and retrieval.
• Classify and cross-reference all relevant business documents.
• Monitor the status of items within the file storage and retrieval process.

Target Audience

This course is designed for individuals who manage, or who are involved with, any aspect of document control and records management. This includes records and information managers, in-house counsel, privacy officers, information security and protection managers, litigation and discovery staff, compliance officers, internal auditors, IT and enterprise content management professionals, and administrative managers.

It has been specifically designed to support activities across all types and sizes of organizations and sectors working locally and globally.

Target Competencies

---

Location:

South Africa

Training Dates:

Each course starts every Monday of each week. Please book your training on a date that is a Monday.

Course Duration:

Unit Standard:

NQF Level:

Number of Credits:

Course Fees

Note: Please fill in the online application form on the left or bottom if this page to receive a quotation with detailed pricing from AATICD.

How to Apply:

To Apply Simply Fill in the Online Enquiries / Applications form on the Right Sidebar or Bottom of this website https://www.aaticd.co.za

NB: Terms and Conditions for Payment and Refunds

1.1. Full payment for the training workshop must be made at least 5 days before the scheduled workshop date.

1.2. Payment can be made via bank transfer, credit card, or any other agreed-upon method.

1.3. A confirmation of payment will be issued upon receipt of funds.

1.4. Any form of Payment means that trainee / delegate / client receiving the training accepts the training and agrees to these terms and conditions.

2. Cancellation and Refund Policy

2.1. Cancellations made 30 days or more before the workshop date will be eligible for a full refund, minus any administrative fees.

2.2. Cancellations made 15 to 29 days before the workshop date will be eligible for a 50% refund of the total payment.

2.3. Cancellations made less than 14 days before the workshop date will not be eligible for a refund.

2.4. Participants who fail to attend the workshop without prior notice will not be eligible for a refund.

3. Rescheduling

3.1. If a participant wishes to reschedule, a request must be submitted at least 14 days in advance, subject to availability.

3.2. A rescheduling fee may apply.

4. Workshop Cancellation by the Organizer

4.1. AATICD reserves the right to cancel or reschedule the workshop due to unforeseen circumstances, including but not limited to low enrolment, trainer unavailability, or force majeure events.

4.2. In the event of cancellation by AATICD, participants will be offered a full refund or the option to attend a rescheduled session.

4.3. AATICD is not responsible for any additional costs incurred by participants, such as travel or accommodation expenses.

5. Refund Processing

5.1. Approved refunds will be processed within 7 business days from the date of cancellation approval.

5.2. Refunds will be issued using the original payment method unless otherwise agreed.

6. Contact Information

For any questions regarding payments and refunds, please contact us at:

Email:

Phone: +27 73 016 5042

By registering for the workshop, participants agree to abide by these terms and conditions.

In-House Trainings are also available for 3 or more delegates for any duration. Please consult with our Administration for such In-House training bookings.

---

Course Outline

Introduction

• Electronic records: the new archival frontier
• Digitalization of paper records
• Megatrends in records management

Electronic Records management

• Developing and implementing effective shrinkage controls.
• Implementing control measures with individuals to ensure smooth running systems.
• Administrative Reports (especially annual and biennial reports).
• ICT Applications in Archives and Records Management
• Preservation Management of Archives and Records
• frequency of use (daily, monthly, yearly);
•  administrative and operational need served by the record
•  legal and fiscal regulations governing retention
• Business process management (BPM)
• Case management and matter management
• Enterprise content management (ECM)
• Scanning
• Web content management (WCM)

Securing Electronic Records 

 

• Nature of confidential information.
• Systems and procedures for dealing with confidential information.
• Securing documents in an appropriate manner.
• Securing documents within an appropriate timeframe.
• Securing documents and information without compromising any relevant stakeholders
• Transparency
• Integrity
• Security

Introduction to Digitization and Standards

• Introduction to digitization and file management
• Managing structured and unstructured data
• Scanning and capture
• Workflow
• Metadata, indexing, and classification
• Enterprise search and archiving

Compliance, Regulations, and Digitization ISO 13008

• ISO standard 15489
• ISO 13008 digital records conversion and migration
• Archiving and preservation
• Data protection and data privacy
• Document and records management compliance