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Online Private Course

Electronic Recordkeeping 101


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Designed for IT and RIM Professionals, this course is a comprehensive treatment of modern electronic recordkeeping concepts and techniques, and a high-level introduction to EDRMS (Electronic Records/Document Management Systems). You’ll learn new recordkeeping terminology and concepts, and you’ll “unlearn” many sacred traditional records management notions. With this course you’ll learn the new language of electronic records, understand the 7 core concepts, the critical difference between case and administrative records, how to automate recordkeeping processes to eliminate the need for end user participation, and how your retention schedule will need to change. 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”. This provides a strong foundation for any RIM or IT professional dealing with electronic records and is an ideal base for all other RIMtech education.

Learning Objectives

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


  • Understand the 7 core electronic recordkeeping concepts

  • Learn the myth of ROT

  • Define and measure Key Performance Indicators

  • Apply appropriate retention behaviors to case vs administrative records

  • Assess changes in the retention schedule necessary to support electronic recordkeeping

  • Understand how to use rules-based recordkeeping to eliminate end user participation

  • Manage email differently from all other forms of records

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