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Online Private Course

Municipal Electronic Recordkeeping


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What’s so different about Municipal recordkeeping? The sheer diversity and volume of activities, the vast number of assets, and the management of real property. Designed for RIM Professionals, this course is a deep treatment of electronic recordkeeping issues unique to municipalities. After a high-level introduction to EDRMS (Electronic Records/Document Management Systems), you’ll learn how a retention schedule is adapted to a municipality, how to handle capital projects in the retention schedule, common versus shared activities, and the retention treatment of real property. 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”. Bruce has designed retention schedules and EDRMS implementation projects for both US and Canadian municipalities and will share his real-world experience throughout this course. Following course completion you’ll receive a model municipal retention schedule you can use to adapt to your particular municipality.

Learning Objectives

Upon completion of this workshop, participants will be able to:


  • Understand how to manage Tangible Capital Assets as records

  • Learn the fundamentals of electronic recordkeeping

  • Define shared versus common activities

  • Deal with high Volumes of activities and assets

  • Manage real property records appropriately

  • Learn the fundamentals of EDRMS solutions

  • Examine a modern software-ready retention schedule for municipalities

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