COURSE OBJECTIVES
At the end of this program, participants will be able to:
- Identify how EDMS supports business processes.
- Understand the ways EDMS improves operational efficiency.
- Enhance customer satisfaction through optimized document access.
- Manage documents effectively using EDMS.
- Develop strategies for effective knowledge management.
- Leverage EDMS functionalities for better management control.
- Acquire tools and skills for efficient document handling and collaboration.
TARGET AUDIENCE
- Professionals seeking to enhance their archiving expertise.
- Professionals looking to improve their indexing skills.
- Document and records supervisors aiming to modernise document management practices.
- Supervisors focused on implementing efficient document strategies.
- Controllers responsible for ensuring compliance with regulations.
- Administrators tasked with maintaining data security.
- Personnel striving for excellence and innovation in document-centric roles.
DAY 1: Overview of Electronic Document Management System (EDMS)
- Comprehending the basics of EDMS and its significance within organisations.
- Advantages of moving from traditional paper systems to EDMS.
- Essential characteristics of EDMS platforms.
- Functions and capabilities of EDMS platforms.
- Methods for organizing, indexing, and retrieving documents.
DAY 2: EDMS Deployment and Integration
- Strategic approaches for the implementation of EDMS in organisations.
- Incorporating EDMS with current software and workflows.
- Setting up user permissions and access controls to ensure data security.
- The importance of training employees on how to use and navigate EDMS.
- Conducting tests and troubleshooting during the implementation process.
DAY 3: Document Acquisition and Transformation
- Methods for capturing and converting paper documents into EDMS.
- Utilizing scanning devices and OCR technology for document conversion.
- Recommended practices for extracting metadata and automating capture workflows.
- Maintaining document accuracy and quality throughout the digitisation process.
- Techniques for batch processing and effective document capture.
DAY 4: Document Structuring and Administration
- Developing hierarchical folder systems for effective EDMS organisation.
- Applying metadata tagging and classification to facilitate easy retrieval.
- Managing version control and tracking document revisions to uphold integrity.
- Utilising collaboration tools for joint authorship and document review.
- Establishing retention policies and archival processes for lifecycle management.
DAY 5: Enhanced Features and Customisation Options
- Investigating advanced search capabilities and filtering mechanisms.
- Tailoring user interfaces and dashboards to meet organisational requirements.
- Integrating workflow automation tools to enhance document processes.
- Implementing templates and standardised workflows for uniformity.
- Utilising reporting and analytics to evaluate and enhance document performance.
