The Electronic Document & Records Management with SharePoint course is tailored to equip participants with the expertise to efficiently manage electronic documents and records using Microsoft SharePoint. The program delves into the nuances of organizing, securing, retrieving, and managing digital information, enabling organizations to achieve seamless document control and robust records management.
Objective
This course is designed to empower participants with the knowledge to implement and maintain an effective electronic document and records management system. By mastering SharePoint’s capabilities, attendees will enhance information governance, ensure compliance, and boost organizational collaboration and efficiency.
Organizational Benefits
Organizations enrolling their staff in this course will benefit from:
- Streamlined Document Management: Learn advanced techniques for organizing and retrieving documents efficiently.
- Enhanced Compliance: Develop policies for regulatory adherence and effective governance frameworks.
- Improved Collaboration: Utilize SharePoint’s features for co-authoring, version control, and streamlined workflows.
- Heightened Security: Implement secure access controls and encryption measures for sensitive data.
- Cost Efficiency: Optimize resources, reduce redundancies, and minimize operational costs.
- Efficient Data Retrieval: Master metadata and search functionalities for rapid information access.
Target Participants
Ideal for professionals engaged in document management, information governance, or SharePoint administration:
- Records Managers
- Information Managers
- Compliance Officers
- SharePoint Administrators
- IT Specialists
- Document Control Experts
- Business Process Owners
Duration
This intensive 5-day course ensures comprehensive coverage of all essential topics, supported by practical exercises and interactive sessions.
Course Outline
Module 1: Introduction to Electronic Document & Records Management
- Fundamentals of electronic document and records management
- The significance of efficient document systems
- Role of SharePoint in organizational management
Module 2: Designing a Document Management System in SharePoint
- Assessing organizational needs
- Creating structured libraries and metadata
- Formulating document management policies
Module 3: Metadata and Document Structuring
- Managing metadata for classification
- Enhancing document navigation with tagging
Module 4: Document Versioning and Approval
- Enabling version control
- Implementing document workflows
Module 5: Collaboration and Compliance
- Utilizing SharePoint’s collaborative tools
- Configuring retention policies and legal holds
… (The rest of the modules as outlined in your original content)
General Notes
- Courses can be customized to participants’ needs.
- Training materials, certificates, and lunch are included for onsite training.
- Participants handle their travel and accommodation expenses.
Contact Us:
- Stepsure Training And Research Institute
- Email: info@stepsureresearchinstitute.org
- Phone: +254 723 482 495
- Website: www.stepsureresearchinstitute.org
