Electronic Document Management System (EDMS) Training

To book, call Edith Chepkorir on +254 712 544 658 / 705 978 703 or email: echepkorir@cpf.or.ke

Payment details;Mpesa Paybill: 4029473 Account No: Payee’s Name or Name: CPF Financial Services Bank: Family Bank A/C No: 015000000258 Branch: Laptrust Branch

@CPFKenya

CPF Kenya

cpf_Kenya

7th -9th July, 2021

Sarova Stanley, Nairobi

ksh.50,000 PP

1. The need for a Document Management System

2. Digitization of Records • Document preparation, scanning and indexing,

• Basic descriptive and technical metadata collection sufficient to allow retrieval and management of digital copies and to provide basic contextual information to the user

• Digital conversion

• Maintenance of digital copies and metadata

3. Records Management• Setting policies and standards

• Assigning responsibilities and authorities

• Integrating records management into business systems and processes

4. Tools of an EDMS• Factors to consider when choosing an EDMS

• Scope

• Users & groups

• Hardware

• Interface & integrations

• User interface

• Conceptual/theoretical design document

• Hardware and software requirements

5. Practical case of a Record Management System (Case study: CPF Financial Services)

EDMS Course Content: