An Interactive 5-Day Training Course
Advanced Management for Documents and Archive
Electronic Records Management and Digital Preservation Techniques
Course Overview
In the age of digital transformation, organizations must adopt advanced strategies for managing documents and archives to remain compliant, secure, and efficient. As digital records multiply and legal, regulatory, and cybersecurity demands grow, modern records management must evolve beyond simple storage solutions.
The Advanced Management for Documents and Archive training course empowers participants to develop integrated systems that manage physical and electronic records across their entire lifecycle—from creation and active use to secure storage, retrieval, and final disposition. This training course is designed to equip professionals with the tools, frameworks, and best practices needed to support institutional memory, ensure compliance, and mitigate risk in a digitally driven world.
Training Outline
DAY 1: Foundations of Advanced Records and Archive Management
- Introduction to Records Management: Evolution and Principles
- The Records Lifecycle: Creation, Classification, Use, Maintenance, Disposition
- Regulatory Frameworks and Compliance (ISO 15489, GDPR, local laws)
- Developing Organizational Records Policies
- Designing Classification Schemes and Controlled Vocabularies
- Records Appraisal and Retention Schedules
DAY 2: Electronic Records Management Systems (ERMS) and Standards
- ERMS Functional Requirements (ICA Guidelines)
- System Architecture and Key Components
- Evaluating and Procuring ERMS Solutions
- Metadata Standards (Dublin Core, PREMIS, ISO 23081)
- Managing Born-Digital vs. Digitized Records
- Workflow Design and Automation
DAY 3: Electronic Document and Content Management (EDCM)
- Defining EDCM and its Relationship with ERMS
- Integration with Business Systems (CRM, ERP, Email)
- Digitization Strategy and Standards (Scanning, OCR, Quality Control)
- Access Control and Security Management
- Workflow Automation: Notifications, Approvals, E-Signatures
- Managing Hybrid Environments (Paper and Digital)
- Practical Exercise: Digitization Planning
DAY 4: Digital Preservation Techniques
- Why Digital Preservation Matters: Risks and Challenges
- OAIS Reference Model (ISO 14721) – Framework for Long-term Preservation
- Preservation Planning and Policy Development
- File Format Sustainability and Migration Strategies
- Storage Solutions: Replication, Emulation, Cloud Options
- Authenticity, Integrity, and Chain of Custody
- Hands-on Workshop: Drafting a Digital Preservation Plan
DAY 5: Policy Development, Risk Management, and Emerging Trends
- Writing Effective Records Management Policies and Procedures
- Information Security and Privacy Compliance
- Disaster Recovery and Business Continuity Planning
- Risk Assessment and Mitigation Strategies
- Managing Change and Training Staff
- Future Trends: AI, Blockchain, Cloud Archives
- Group Presentations: Action Plans for Participants’ Organizations
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation
GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
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