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Electronic Records Management (ERM) Certificate Program
Course Description
Course Descriptions
The Electronic Records Management (ERM) Certificate Program consists of a Strategy track, a Practitioner track, a Specialist track, and a Master track.
The ERM Strategy onsite workshop is only available on request to organisations that need to brief executives or users about the expected benefits, steps, and resources for implementing ERM.
The ERM Practitioner track covers concepts and technologies for ERM, and it is available as an online or classroom training course leading to a Practitioner designation. It also incorporates the main elements from the ERM Strategy track, and we recommend that you start with this program or the 4 day Master track. Each online module within a program lasts approximately 60 minutes.
The ERM Specialist track covers global best practices for implementing ERM, and it is available as an online or classroom training course leading to a Specialist designation. It builds on the Practitioner track, which is why we recommend you first take the Practitioner course. Each online module within a program lasts approximately 60 minutes.
The ERM Master track provides you with a thorough understanding of ERM, with the main elements from all of the above training tracks, in addition to case study exercises. It is only available as a classroom training course
The ERM Strategy workshop (Why ERM?)
(1 day executive awareness workshop)
The new and improved ERM Strategy workshop provides you with the knowledge to gain ownership and support by senior executives.
Learn:
- ERM business drivers
- The need for ERM best practices
- The link between ERM and your current situation
- To demonstrate the impact of ERM on users
- To understand the concepts of ERM’s affect on information challenges
- To identify necessary resources and organisational responsibilities for implementing ERM
- To explore the implications of an ERM strategic decision
- To gain commitment for change
Download the ERM Strategy Product Sheet
The ERM Practitioner program (What is ERM?)
(12 online modules or 2 day training class)
The new and improved ERM Practitioner program covers the lifecycle of records and related concepts such as classification schemes, metadata, security, retention, and disposal. The new course also includes changes in the vendor landscape; increased focus on email capture and retention; expanded focus on new content types such as wikis and blogs; and new best practices and standards. The course also provides additional focus on taxonomies; migration technologies for moving away from shared drives; auto-categorisation to develop and maintain taxonomies, and auto-classification to extract metadata.
Learn:
- Records management terminology and principles
- Lifecycle of records, with focus on electronic records
- Sources of records and appropriate capture mechanisms
- Current metadata standards and guidelines
- Concepts of classification and different approaches depending on local business needs
- Search, retrieval and presentation
- Levels of access control and permissions
- Retention and disposition
- Records management technologies
- Technologies such as SharePoint, ECM and ERM for managing electronic records
- Electronic records storage
- Digital preservation techniques
Download the ERM Practitioner Elearning Product Sheet
Download the ERM Practitioner Classroom Product Sheet
Become an AIIM ERM Practitioner (ERMp) after passing the online exam.
The ERM Specialist program (How to implement ERM?)
(11 online modules or 2 day training class)
The ERM Specialist Certificate Program covers global best practices for ERM implementation according to ISO 15489-2 and related processes such as Business and Systems analysis, Developing a Business Case, Business and System Requirements, Project Management, and Roll out. You will also gain knowledge on advanced topics including Enterprise ERM and Emerging Issues. We do recommend that you take the ERM Practitioner course before starting the ERM Specialist course.
Learn:
- To manage an ERM program consisting of several coordinated projects
- To identify the stackholders of an ERM program
- How to carryout business and technology assessments
- To develop a business case for ERM
- To identify business and system requirements for the ERM system
- To understand information governance
- To identify records management policies and procedures
- How to design records management policies
- How to design records technology solutions
- To understand model offices and pilot implementations
- To define and explain the project work products for ERM implementation
- To understand what is meant by benefits realisation
- To understand discovery and disclosure activities
- How to address trans-jurisdictional records management issues
- Understand records management issues with email, mobile communication devices and E2.0 technologies
Download the ERM Specialist Elearning Product Sheet
Download the ERM Specialist Classroom Product Sheet
Become an AIIM ERM Specialist (ERMs) after passing the online exam.
The ERM Master program (Putting it all together)
(4 day training class)
The ERM Master Certificate Program comprises the main elements from the above strategic workshop and certificate programs in addition to a case study exercise. The course provides complete coverage of electronic records management for professionals working in both the public and private sector.
Learn:
- Participants will use their newly gained knowledge to plan, design, and implement an ERM project based on case study exercises and expertise learned from the Strategic, Practitioner, and Specialist Course programs.
Download the ERM Master Classroom Product Sheet
Become an AIIM ERM Master (ERMm) after passing the online exam and case exercise.
ERM Master Preparation Workshop
- for people that already have both the ERM Practitioner and Specialist designations
(2 day training class)
The ERM Master Preparation Workshop is a highly interactive workshop that enables you to learn, share and discuss global best practices for ERM. The course provides a summary of the main elements from the Strategic, Practitioner and Specialist training courses in addition to additional information, exercises and case studies.
- This workshop is for people that already have both the ERM Practitioner and Specialist designations.
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