Course Outline

Module 1: Foundations of Electronic Records Management

• Understanding electronic records management (ERM) principles
• Exploring the ERM lifecycle and benefits
• Addressing challenges in ERM implementation
• Using Microsoft OneNote for metadata planning
• Case Study: Assess an organization’s ERM needs

Module 2: Implementing ERMS Solutions

• Evaluating and selecting ERMS software
• Setting up and integrating ERMS with IT systems
• Training users and managing data migration
• Using OpenText for ERMS deployment
• Case Study: Implement an ERMS for a department

Module 3: Compliance and Legal Frameworks

• Navigating data protection and privacy laws
• Developing retention policies and e-discovery processes
• Conducting compliance audits and reporting
• Using compliance software for monitoring
• Case Study: Create a compliance audit plan

Module 4: Digital Archiving and Preservation

• Applying principles of digital archiving
• Selecting formats and standards for preservation
• Ensuring data integrity and authenticity
• Using LOCKSS for long-term preservation
• Case Study: Develop a digital preservation strategy

Module 5: Tools and Technologies for ERM

• Exploring cloud-based ERM solutions
• Implementing digital signatures and encryption
• Automating records management processes
• Using Microsoft SharePoint for archive management
• Case Study: Deploy a cloud-based ERM solution