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Electronic Recordkeeping - EDRMS 101
For Canadian Government Departments/Agencies

Are you a Canadian Government (GC) department or agency using Microsoft SharePoint? Your SharePoint records content is growing by the day? You have two options for recordkeeping compliance. You can achieve recordkeeping compliance natively with Microsoft Purview Records Management for SharePoint. Or you can integrate SharePoint with GCdocs, and move records from SharePoint to GCdocs. Which way is best for your agency? Success is not determined by which software you buy, but by how you deploy it. All EDRMS (Electronic Document/Records Management System) solutions are fundamentally similar. The only difference is the recordkeeping software. You’ll have to bring together two very different technologies, namely SharePoint and the recordkeeping software. This course will teach you everything you need to know about EDRMS within a Canadian government setting in order to achieve recordkeeping compliance for your SharePoint content, and prove it! Learn how to configure SharePoint, the three key performance indicators of any EDRMS project, how to handle case records, and quantify key internal project numbers that will drive the project throughout its lifetime. Hear about the two lethal threats to any EDRMS project, and how to avoid them. And you’ll also understand why you need to reconfigure your retention schedule in order to support the recordkeeping software. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in SharePoint. Learn from someone who speaks your language, and will simplify SharePoint to what you need to know.

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Course Type 
 

Foundation
 

Duration
 

1 day (8 hrs)
 

Prerequisite
 

None
 

​All the fundamental concepts, principles, definitions, and understanding of all elements of modern EDRMS (Electronic Document/Records Management Systems) you need to know. A prerequisite for any Deep-Dive course. A full day dedicated to this critical foundation, versus a half-day within any Introductory-level course. No prerequisites necessary.

  1. Register on any of the available course dates below.

  2. Any applicable Canadian taxes will be applied at checkout, along with any discount coupon. No tax outside Canada.

  3. All prices in US$. If registering from Canada, price will be automatically converted to $CAD.

  4. All sessions conducted via Zoom. You will receive a meeting invitation with registration, and the day before session start.

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