Good management of records is fundamental to a well-functioning organization since it supports business activity and provides a basis for efficient service delivery. Electronic Records Management involves the maintenance of the content, context, structure and links between records to enable their accessibility and support their business value. This course aims at enhancing the knowledge and practical skills of participants necessary to apply electronic management approaches to perform their records management duties efficiently and effectively.

Included in this course

Upon completion of this course, participants will be able to:

  1. Identify types of electronic records and technology requirements
  2. Identify the importance of retention schedules and vital records programs for electronic records
  3. Explain methods of preserving and storing electronic records
  4. List issues related to privacy and security in the age of electronic records
  5. Explain how to organize and apply naming conventions to electronic records
  6. Examine search strategies for data and guidelines for user acceptance
  7. Describe electronic records destruction techniques
  8. Create an holistic records management program that includes electronic records
  9. Explain how to implement an ERM program and train users


Technology has redefined the roles and responsibilities of not only the records manager, but the integrity of how an organization conducts business. As a result, the RIM professional is tasked with the efforts to effectively manage electronic records in both “human-readable” and “machine-readable” formats. An all-inclusive electronic records management (ERM) program will help with these challenges.

Because an ERM program is a concerted effort among business units and senior management within an organization, the key role of the records manager is to communicate the interrelationships among the IT functions as they relate to the receipt, creation, storage, retrieval, litigation support, and disposition of all records, including data that is in electronic form.

In this course you will learn about electronic document management systems, including how to develop a comprehensive ERM program; incorporate a statement of needs document into your planning; develop methods to manage e-mail, text, voicemail, and other electronic documents; and refer to necessary standards and legal requirements.

As a records manager, you play a vital role in overseeing the systematic implementation of ERM requirements and best practices, and for sustaining awareness about the program.


You have 12 months from the date of purchase to complete the course.

Course Currilcum

          Course Instructors

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          Abel M'kulama

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