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How to Build a Software-Ready Retention Schedule fopr EDRMS, Deep Dive

Your retention schedule is not suitable for electronic recordkeeping – it’s going to have to change! To deploy a successful EDRMS (Electronic Document/Records Management System), you’ll need to make your retention schedule Software-Ready. A software-ready retention schedule is specifically structured to load into the recordkeeping software you’ll need to deploy for a successful EDRMS. It will never be seen or utilized by humans! It has to be machine-readable, and actionable by the recordkeeping software. Case (event-driven) activities must be properly defined, and you’ll need to express existing retention rules in machine-actionable format. In this course you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS deployment. This course is designed and delivered by Bruce Miller, author, independent consultant, and leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”.

Course Type 
 

Deep Dive
 

Duration
 

1 day (8 hrs)
 

Prerequisite
 

1. Any Foundation/Introductory Course
2. Strong SharePoint knowledge of Libraries, Columns, Content Types, Document Sets, Permissions

Need to go deeper? Deep-Dive courses feature a full 8 hours on the topic, instead of 4 hours following the fundamentals in the introductory course of the same topic. Twice the depth. Two Prerequisites required.

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  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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