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How to Build a Software-Ready Retention Schedule for EDRMS

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”.

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Course Type 
 

Introductory
 

Duration
 

1 day (8 hrs)
 

Prerequisite
 

None
 

​Only have 1 day to learn? An introductory-level course is ideal for you. The first half day of all Introductory courses is the same - EDRMS Fundamentals. These fundamentals are essential in order to fully understand the topic covered during the second half of the day.

  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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