Advanced EDMS (Electronic Document Management Systems)

Introduction:

A document management system is a computer system used to track and store electronic documents. It is usually also capable of keeping track of the different versions modified by different users. The term has some overlap with the concepts of content management systems. It is often viewed as a component of enterprise content management systems and related to digital asset management, document imaging, workflow systems and records management systems. This course shows you how to deal with papers in an electronic way to get rid of the papers hard copy which takes a lot of space and time

Targeted Groups:

Compliance Officers/Managers
Information Security Managers
Records Managers
Information Managers
Operations Managers
Knowledge Managers
Administrators
Librarians, Secretaries

Course Objective:

At the end of this course the participants will be able to:

Manage/ control documents, including folders and forms, reduce document distribution costs – no more paper.
Distribute and view documents costs – no more paper
Scan, OC, index, and archive paper documents.
Automate other office functions that involve workflows and electronic mail
Address requirements of ISO 9000 and other regulatory agencies.
Understand different technologies involved in EDMS
Get hands-on training on some EDMS products
Evaluate merging standards

Targeted Competencies:

Document control
OCR (Optical Characters Recognition)
Data management
Data control
Data security

Course Content:
Unit 1: Introduction:

EDMS – what is it and Benefits
The paper flood
The paperless office
Document capture
Scanning of documents
OCR and image processing
Indexing, archiving and retrieval
Demonstration
Word processors/spreadsheets
Forms
Document Management

Unit 2: Document Control:

Revisions/versions/histories
Audit trails
Reports
Demonstration
Forms Management
Creating forms
Filling and saving forms/data
Document Distribution: Workflow Management
Applications
Creations
Tracking/closure
Demonstration
Filling and saving forms/data

Unit 3: Document Distribution: Workflow Management:

Applications
Creations
Tracking/closure
Document Distribution: Electronic Mail: Concepts and Demonstration
Document Browsing
Navigation
Application/independent viewers
Annotation/sticky/notes/red/lining
ISO 9000 & others Regulatory Requirements
System Architectures & Platforms: LAN`s & WANs and Client-Server Architectures

Unit 4: Technology Options:

Encryption
Authoring Systems
Card/folio based systems
Types of Documentation Systems
Implementing EDMS
Off – the- shelf VS Customs systems
Allocating resources
EDMS management
Updating system
Future topics
Documents on demand
Multimedia documents
Process Context Diagram- Document Management
Process flow- Document management
Role and responsibilities- Document management
Potential process measurements (KPIs)
RACI MATRIX

Unit 5: Creating Backups and Restoring:

Top Document Management Software Products
Best- practice in document management procedures, based on ISO standards Document Creation Templates
Multiple Security Levels: a case of TREENO ADVANCED SECURITY AND AUDIT

UAE (Dubai)

18/4/2021 - 22/4/2021

17/10/2021 - 21/10/2021

Euro 2500