This course provides participants with a comprehensive understanding of document and records management systems (DRMS), focusing on organizing, storing, retrieving, and maintaining corporate records efficiently and securely. Participants will learn best practices for electronic and physical records management, compliance with legal and regulatory requirements, and strategies for improving workflow, accountability, and organizational knowledge. The program combines theory, practical exercises, and case studies to equip participants with actionable skills to optimize records management.

Target Group:

• Records and documentation officers

• Administrative and office managers

• Compliance and quality assurance professionals

• HR and operational staff responsible for record keeping

• IT personnel involved in document management systems

Program Objectives:

By the end of this course, participants will be able to:

• Understand the principles and importance of effective document and records management.

• Implement document classification, storage, and retrieval systems.

• Ensure compliance with legal, regulatory, and audit requirements.

• Apply best practices for both electronic and physical records management.

• Improve organizational efficiency and accountability through structured record-keeping.

• Develop policies and procedures for secure and compliant document management.

• Evaluate and implement DRMS tools and technologies effectively.

Introduction to Document and Records Management

• Definition, purpose, and scope of DRMS

• Types of records and their lifecycle

• Importance of compliance and governance

 Classification and Indexing

• Document classification methods

• Indexing systems for efficient retrieval

• Metadata management

Storage and Retrieval Systems

• Physical records storage solutions

• Electronic records management systems (ERMS)

• Workflow and retrieval best practices

Legal, Regulatory, and Compliance Requirements

• Understanding laws and regulations affecting records

• Retention schedules and data privacy considerations

• Audit trails and accountability

Security and Risk Management

• Protecting sensitive and confidential records

• Implementing access controls

• Risk assessment and mitigation strategies

Electronic Document Management Systems (EDMS)

• Overview of EDMS features and benefits

• Document version control and collaboration tools

• Integration with organizational IT systems

Policies, Procedures, and Best Practices

• Developing DRMS policies and standard operating procedures

• Staff training and awareness programs

• Continuous improvement and process evaluation

Case Studies and Practical Exercises

• Analysis of real-world document management scenarios

• Hands-on exercises in classification, retrieval, and archiving