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Afriskora Training Solutions
Data, AI & Digital Skills

Electronic Records and Information Management

Manage digital records securely and in line with archives legislation, POPIA and audit requirements.

  • 5 days
  • Classroom · Live virtual · In-house
  • Afriskora Certificate of Completion

Course overview

As organisations go paperless, records still need to be authentic, findable and kept for the right period. This course covers records management principles, file plans, retention schedules, electronic document and records management systems, digital preservation and compliance with archives and privacy legislation.

Who should attend

  • Records managers and registry staff
  • Information and knowledge managers
  • Administrators and compliance officers
  • ICT staff supporting document systems

What you will be able to do

  • Apply records management principles to digital records
  • Design file plans and retention schedules
  • Select and implement EDRMS solutions
  • Preserve digital records over time
  • Comply with archives, access to information and POPIA laws

Course outline

  1. Day 1Records management principles

    • • Records life cycle
    • • Legislation and standards
    • • Roles and accountability
    • • Paper to digital
  2. Day 2Classification and retention

    • • File plans
    • • Retention and disposal
    • • Metadata
    • • Email management
  3. Day 3Electronic systems

    • • EDRMS functions
    • • Selecting a system
    • • Workflow and access control
    • • Scanning and digitisation
  4. Day 4Preservation and security

    • • Digital preservation
    • • Backups and disaster recovery
    • • Information security
    • • Audit trails
  5. Day 5Compliance

    • • Access to information requests
    • • POPIA obligations
    • • Audits and inspections
    • • Implementation plan

Frequently asked questions

How long is the Electronic Records and Information Management course?

The course runs for 5 days. Daily start and finish times are confirmed in your joining instructions. Live virtual sessions cover the same programme.

Do I receive a certificate?

Yes. Every participant who completes the course receives an Afriskora Certificate of Completion with a unique code that employers can verify online.

Can this course be delivered in-house for our team?

Yes. We can run it at your premises or online for your team, on dates that suit you, and adapt examples and case studies to your sector.

How do I book and pay?

Request dates and we'll send available sessions and a quote. Bookings are confirmed by invoice and paid by EFT. South African clients can include the course in their Workplace Skills Plan.

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