Electronic Records Management (ERM) Training

Learning Outcomes

• Apply the principles of electronic records management to ensure compliance with relevant legislation and standards.
• Analyze the records lifecycle to determine appropriate retention, storage, and disposal strategies.
• Implement metadata schemas and classification systems to facilitate efficient retrieval and management of electronic records.
• Evaluate risks associated with electronic records, including security, privacy, and disaster recovery.
• Design a basic electronic records management system that supports authenticity, integrity, and usability.
• Demonstrate the ability to use electronic document and records management systems (EDRMS) effectively.

Target Audience

Records managers, administrative staff, information officers, and anyone responsible for creating, storing, or disposing of electronic records in a corporate or government environment.

Prerequisites

None — open enrollment. However, basic computer literacy and familiarity with office software are recommended.

Course Outline

Practicals

Overview

Hands-on practicals are integral to this course, allowing learners to apply ERM concepts in simulated environments. Learners will classify records, configure metadata, implement access controls, and conduct a mini-audit, reinforcing theoretical knowledge with real-world tasks.

Practical Activities

• Practical 1: Classification and Metadata Assignment — Using a sample ERM system, learners classify a set of electronic records according to a given file plan and assign standard metadata. (4h)
• Practical 2: Capture and Storage Configuration — Learners configure a scanning profile, capture digitised records, and set up version control in a document repository. (4h)
• Practical 3: Access Controls and Security Implementation — Learners set up role-based access controls, apply encryption to sensitive records, and test retrieval permissions. (4h)
• Practical 4: ERM Audit and Reporting — Learners conduct a simulated ERM audit using a checklist, identify non-compliance, and generate an improvement report. (4h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.