Training on Modern Records Management with AI & Automation
Master electronic records management, AI-driven classification, and automated workflows for secure and compliant document control.
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
In today’s digital-first environment, organizations generate vast volumes of records across physical and electronic platforms. Without structured records management systems, institutions face risks related to compliance, data loss, inefficiency, and poor decision-making.
This course equips participants with modern records management principles enhanced by Artificial Intelligence (AI) and automation technologies. It explores electronic document management systems (EDMS), AI-driven classification, automated retention scheduling, digital archiving, cybersecurity considerations, and regulatory compliance. The program supports improved transparency, operational efficiency, data security, and governance.
Duration
5 Days
Who Should Attend
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Records and Archives Officers
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Registry Staff and Document Controllers
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ICT and Digital Transformation Teams
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Compliance and Risk Officers
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Legal and Governance Officers
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HR and Administrative Managers
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Public Sector Administrators
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Corporate Operations Managers
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Audit and Internal Control Teams
What you'll walk away with
By the end of this course, participants will be able to:
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Understand modern records management principles and standards
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Differentiate between physical and electronic records management systems
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Apply AI tools for automated document classification and indexing
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Develop digital retention and disposal schedules
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Implement electronic document management systems (EDMS)
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Strengthen compliance with regulatory and data protection frameworks
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Improve records security and access control
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Design automation workflows for records lifecycle management
What we cover, module by module
Module 1: Foundations of Modern Records Management
- Records lifecycle management
- Legal and regulatory frameworks
- Records classification systems
- Transition from paper-based to digital systems
- Case Study: Compliance failure due to poor record-keeping in a public institution.
- Practical: Mapping records lifecycle within participants’ departments.
Module 2: Electronic Document & Records Management Systems (EDRMS)
- Features of EDRMS
- Metadata standards
- Digital filing structures
- Cloud vs on-premise solutions
- Case Study: Implementation of an electronic document management system in a financial institution.
- Practical: Designing a digital filing taxonomy.
Module 3: AI in Records Management
- AI-driven document classification
- Optical Character Recognition (OCR)
- Automated indexing and tagging
- Intelligent search and retrieval systems
- Case Study: AI automation reducing manual filing errors in a corporate setting.
- Practical: Evaluating AI tools for records automation.
Module 4: Automation & Workflow Management
- Workflow automation tools
- Automated approvals and routing
- Retention and disposal automation
- Integration with ERP and HR systems
- Case Study: Workflow digitization in a government registry.
- Practical: Designing an automated records workflow process.
Module 5: Compliance, Risk & Data Protection
- Data protection laws and compliance
- Information governance frameworks
- Risk assessment in records management
- Audit readiness and documentation controls
- Case Study: Data breach caused by poor access control mechanisms.
- Practical: Developing a records risk mitigation plan.
Module 6: Digital Archiving & Long-Term Preservation
- Digital archiving standards
- Backup and disaster recovery strategies
- Cloud security considerations
- Sustainability of digital records
- Case Study: Loss of institutional archives due to inadequate digital backup systems.
- Practical: Designing a digital archiving and preservation strategy.
Where the change lands
Personal Impact
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Enhanced digital records management skills
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Improved efficiency in document handling
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Greater confidence in AI-powered tools
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Strengthened compliance and governance knowledge
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Increased professional value in digital transformation initiatives
Organizational Impact
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Reduced operational inefficiencies
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Improved compliance and audit readiness
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Enhanced data security and risk management
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Faster document retrieval and decision-making
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Strengthened institutional memory and governance
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 Modern Records Management with AI & Automation 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.