Advanced Management for Documents and Archive

An Interactive 5-Day Training Course

Advanced Management for Documents and Archive

Electronic Records Management and Digital Preservation Techniques

NASBA
Classroom Schedule
Date Venue Fees
27 - 31 Oct 2025 Dubai $ 5,950
02 - 06 Feb 2026 Dubai $ 5,950
06 - 10 Apr 2026 Dubai $ 5,950
01 - 05 Jun 2026 Dubai $ 5,950
10 - 14 Aug 2026 Istanbul $ 5,950
26 - 30 Oct 2026 Dubai $ 5,950
Online Schedule
06 - 10 Apr 2026 Online $ 3,950
10 - 14 Aug 2026 Online $ 3,950

Introduction

This GLOMACS Advanced Management for Documents and Archive training course will highlight in the era of digital transformation, organizations face unprecedented challenges in managing their documents and archives. The exponential growth of digital records, regulatory compliance pressures, cyber-security risks, and the need for long-term preservation of institutional memory all demand a strategic, professional approach to records and archives management.

Modern document management is no longer merely about storing paper in cabinets. It is about designing integrated systems that govern both physical and electronic records throughout their lifecycle—from creation and use to secure storage, retrieval, and disposition.

Objectives

By the end of this Advanced Management for Documents and Archive training course participants will be able to:

  • Understand advanced principles and frameworks in modern records and archive management.
  • Appreciate the role of records management in organizational governance, compliance, and risk management.
  • Build the capacity to design and implement policies and procedures that meet international standards.
  • Analyze requirements for Electronic Records Management Systems (ERMS) and evaluate vendor solutions.
  • Design classification schemes, retention schedules, and metadata structures based on best practices.
  • Implement digitization strategies that ensure authenticity, integrity, and accessibility of records.
  • Develop sustainable digital preservation plans to address media obsolescence and format migration.
  • Identify and mitigate risks related to security, privacy, and disaster recovery.
  • Draft effective records management policies and procedures.

Training Methodology

Participants in our training course engage in interactive learning through expert-led lectures. They participate in hands-on exercises such as classification design, metadata creation, and policy drafting, complemented by simulations of workflows and electronic systems. Collaborative work is fostered through group discussions that tackle shared challenges, peer reviews, and group presentations. Guided brainstorming sessions enable the development of tailored action plans for participants' organizations. The training course includes robust assessment and feedback mechanisms, including pre- and post-course self-assessments, continuous Q&A opportunities, and individualized feedback on practical exercises.

Organisational Impact

Impact on the organization from the participants in attending this Advanced Management for Documents and Archive training course includes the following benefits:

This training course is suitable for professionals and managers who:

  • Manage records and archives in public or private organizations.
  • Oversee digital transformation or IT projects involving document systems.
  • Need to ensure compliance with legal, regulatory, or industry standards.
  • Want to improve their organization's information governance.
  • Work in archives, libraries, museums, government departments, corporate offices, universities, or NGOs.

Personal Impact

This training course is designed to help professionals navigate this complex landscape by combining best-practice theories, international standards, and practical tools.

It equips participants to:

  • Align records management with organizational strategy.
  • Ensure legal and regulatory compliance.
  • Implement effective electronic records management (ERM) systems.
  • Develop robust digital preservation plans for long-term access.
  • Reduce operational risks and costs associated with poor document control.
Course 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
  • Case Study: Implementing a Physical Records Inventory
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
  • Case Exercise: Mapping ERMS Functionalities to Business Needs
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 Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers

Endorsed Education Provider

NASBA

Frequently Asked Question:

GLOMACS offers both online andperson training options. You can choose from interactive virtual sessions or attend one of our globally locatedperson training courses. The flexibility ensures that learning fits your schedule and preferences.
Yes, GLOMACS provides customized training solutions tailored to meet the specific needs of organizations. We work closely with companies to design bespoke training courses that address their unique challenges and objectives.
Our courses are structured to provide a balanced mix of theory and practical application. They typically include presentations, case studies, group discussions,on activities, and interactive Q&A sessions to maximize learning outcomes.
For detailed information about specific courses, including course content, schedules, and instructors, you can visit our website or contact our customer service team. They will be happy to provide all the information you need to make an informed decision.
You can register for a GLOMACS training course by visiting our website, selecting the course of your choice, and following the simple registration process. You can also contact our support team for assistance with the registration process.
Attending a GLOMACS training course offers numerous benefits, including enhanced professional skills, increased employability,recognized certification, networking opportunities with peers and experts, and the chance to apply practical knowledge directly to your workplace.
GLOMACS is a globally recognized leader in professional training and development, with a reputation for deliveringquality,driven training courses. We offer a broad spectrum of training courses taught by expert trainers, flexible delivery options (both online andperson), and accredited certifications that add real value to your career.

Yes, upon successful completion of any of our training courses, GLOMACS Certificate will be awarded to the delegates. This certificate is a valuable addition to your professional portfolio and is recognized across various industries.

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