Training on Document and Records Management Systems
Master document and records management systems. Learn to use software to organize, store, and retrieve documents efficiently and securely.
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
If you’re looking to advance your career in administrative or records management roles, this course is an ideal opportunity to enhance your skills, stay current with industry trends, and contribute to your organization’s success. In today’s information-driven environment, effective document and records management is critical for organizational efficiency, compliance, and decision-making. This course is designed to equip participants with the skills and tools necessary to manage records and documents systematically, ensuring accuracy, security, and easy retrieval. Participants will explore best practices in both physical and digital records management systems and understand how to implement these strategies to improve productivity and meet legal requirements.
Duration
5 Days
Who Should Attend
- Records Managers
- Administrative and Office Managers
- Document Controllers
- Archivists
- IT and Database Administrators
- Compliance Officers
- Legal Professionals dealing with records
- Any personnel responsible for handling and managing sensitive information or documents
What you'll walk away with
By the end of this course, participants will be able to:
- Understand the principles and importance of effective document and records management.
- Implement both physical and digital records management systems.
- Ensure compliance with legal and regulatory requirements for document handling.
- Develop strategies to securely store, protect, and archive records.
- Optimize document retrieval systems for improved efficiency.
- Utilize document management software tools to streamline workflows.
- Develop policies and procedures for systematic record management.
- Evaluate and improve existing document and records management systems in their organization.
What we cover, module by module
Module 1: Introduction to Records Management
- Overview of Document and Records Management
- Key Concepts and Definitions
- Importance of Effective Records Management in Organizations
- Records Life Cycle and Management Frameworks
Module 2: Legal and Regulatory Requirements
- Legal Considerations in Records Management
- Compliance with Industry-Specific Standards (e.g., ISO 15489)
- Risk Management and Information Governance
- Case Studies on Compliance Failures
Module 3: Digital Records and Document Management Systems
- Transitioning from Paper to Digital Records
- Electronic Document Management Systems (EDMS)
- Metadata Management
- Cloud Storage and Security Considerations
Module 4: Best Practices for Managing Paper Records
- Physical Storage Solutions
- Cataloging and Indexing Techniques
- Developing Archiving and Retention Policies
- Secure Disposal of Documents
Module 5: Implementing and Optimizing Document Management Systems
- Software Solutions and Tools for Document Management
- Document Workflow Automation
- Improving Accessibility and Collaboration
- Developing Organizational Policies and Procedures
- Course Review and Action Plan
Where the change lands
Organizational Impact
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The organization will achieve significant efficiency gains as employees can quickly find, share, and manage documents, reducing time spent on administrative tasks.
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A well-utilized DRMS ensures enhanced compliance and security, as the system enforces policies on retention, access, and data integrity.
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The system's collaborative features, such as version control and co-authoring, improve teamwork and streamline complex projects.
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By centralizing document management, the organization mitigates the risk of data loss and ensures critical information is protected and auditable.
Personal Impact
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The participant will gain a highly valuable and practical skill set that is essential for working in any modern, information-driven workplace.
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This knowledge is a crucial asset for career progression, demonstrating a capacity for digital organization and process management.
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The individual will be able to improve their own productivity and organization by mastering the system's features.
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The training empowers the participant to contribute directly to the organization's efficiency and digital security.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Document and Records Management Systems in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.