Electronic Records Management for
Tribal Organizations
This class can be counted toward the maintenance of your Indian Country Human Resource Certification. Click here or call 1-800-992-4489 for details.
Keeping records adequately stored and in compliance
with legal regulations is a difficult task that all tribal
organizations face. In the last 10 years, many organizations
have implemented electronic records management
(ERM) systems to improve record keeping, increase security,
reduce cost and space needs for records, and simplify the
data search process. Designing and implementing an ERM
system can be a daunting task. If you want to bring your organization into
the digital age by streamlining data and document storage, this course is
for you.
With expert Brian Pearson*, you’ll learn how to design
or choose an ERM system that is right for your tribal organization
while complying with federal regulations regarding data management
and regulations specific to Indian Country. You’ll learn how to
decide what kind of hardware and software to use, as well as how
to design a user-friendly interface. Also included in this class is a
demonstration of using a scanner to upload documents to a personal
computer. You’ll leave this class knowing how to manage the
transition of your organization’s system from basic records management
to an electronic system. You’ll be aware of the ways to minimize
conflict and maximize cooperation of your staff. Also, this class
will discuss issues that can arise once you’ve successfully implemented
or updated your tribal organization’s ERM system.
*Instructor subject to change.
T O P I C S I N C L U D E |
The Fundamentals
of ERM
- Why having an ERM system is
important
- Differences between electronic
documents and records
- Basic components of electronic
document management
systems and of record
management systems
- Record security
Legislation Impacting
ERM
- Ensuring compliance with ISO
15489
- DIRKS and MOREQ
- The Freedom of Information
Act
- HIPAA
- Government Paperwork
Elimination Act
Designing and Using an ERM System
- Types of documents
- Recognizing document types
used by your organization
- Defining and working with
metadata
- Creating an organizational
folder structure:
- Property-based
- Business-based
- Project-based
- The hybrid approach
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Constructing ERM
Policies
- Archiving
- Auditing
- Security
Using Interfaces and
Remote Access
- Deciding between a Windows
and Web client
- Designing a user interface
- Mobile access
- Working offline
ERM and Project
Management
- Gantt Chart
- From initiating a project to
managing its delivery to closing
it
- Project management
knowledge areas
ERM Business Benefits
and Costs
- Saving money, time and space
- Competitive advantages
- Disaster recovery
- Feasibility studies
- Logistics and costs of
implementation
- Functional and technical
requirements
| ERM Software and
Hardware Options
- A look at the newest
technologies
- Automation technologies
- Mirroring servers
- Scanners
- Software options
- Mobile synching
- IPhone, IPad and Android portable features
Office Culture Change
and ERM
- The challenges of introducing
new technologies
- Involving the whole
organization
- Change management
strategies:
- Empirical — rational
- Normative — re-educative
- Power — coercive
Issues after ERM
Implementation
- Getting feedback
- Making updates
- Providing support to users
- Integrating ERM with other
systems
Case Studies
*Topics subject to change.
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