Course Outline

Module 1: Foundations of Document and Records Management

• Understanding documents vs. records
• Exploring sources and uses of information
• Navigating legal and policy standards
• Using Microsoft OneNote for records planning
• Case Study: Assess an organization’s records management needs

Module 2: Document Lifecycle and Capture

• Analyzing the document lifecycle
• Implementing document capture models
• Using shared folders and classification systems
• Using OpenText for document capture
• Case Study: Design a document capture workflow

Module 3: Document Content and Interoperability

• Extracting and managing document content
• Comparing document imaging vs. management
• Ensuring access control and audit trails
• Integrating systems for interoperability
• Case Study: Implement an access control policy

Module 4: Electronic Forms and Document Creation

• Creating documents with Word templates and eForms
• Designing and deploying electronic forms
• Generating reports from document data
• Using Adobe Acrobat for eForm design
• Case Study: Develop an electronic form for records

Module 5: EDRMS Strategy and Implementation

• Modeling workflows and business processes
• Selecting and implementing EDRMS solutions
• Developing an information management strategy
• Using Microsoft SharePoint for EDRMS deployment
• Case Study: Create an EDRMS implementation plan