Electronic Recordkeeping: Building a Modern Software-Ready Retention Schedule Suitable for Electronic Recordkeeping

  • 15 Sep 2022
  • 9:00 AM - 4:00 PM
  • Online
  • 33



The AAO’s Professional Development Committee presents

Electronic Recordkeeping : Building a Modern Software-Ready Retention Schedule Suitable for Electronic Recordkeeping

This one-day workshop provides an overview 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.

To fully and properly deploy a successful EDRMS, you’ll need to make your retention schedule “Software-Ready”. A software-ready retention schedule is structured to take full advantage of the recordkeeping automation you’ll need to deploy for a successful EDRMS. It is vastly different from a traditional schedule. Case record categories and event data must be carefully configured, and you’ll need to define and enable multiple retention rules for certain categories. And you’ll need to define specific strategic metadata in support of the retention rules. In this course you’ll learn how to adapt your retention schedule for a fully automated successful EDRMS deployment. 

Participants will learn:

  • The 7 core electronic recordkeeping concepts

  • The retention schedule requirements of modern recordkeeping software

  • How to modify a retention schedule to make it EDRMS-Ready

  • How a retention schedule impacts EDRMS architecture

  • How to define and measure Key Performance Indicators

  • How to apply appropriate retention behaviors to case vs administrative records

  • How to assess changes in the retention schedule necessary to support electronic

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

  • How to manage email differently from all other forms of records

Date: Thursday, September 15, 2022, 9:00 am - 4:00 pm EDT

Location: Online via Zoom

Recording: These sessions will not be recorded.

Format: Lecture and Q & A

Registration:  $150 (AAO members), $100 (AAO student members), and $240 (non-members). A minimum of 10 participants and a maximum of 45 participants may register for this event. Institutional members can register three participants at the members rate. If you require additional time to prepare payment, please contact aao@aao-archivists.ca to set up an invoice.

Please note that this workshop requires a minimum of 10 participants to have registered by September 5, 2022 at 11:59 EST. In case of cancellation, please consult the AAO’s cancellation policy.

This meeting is governed by the AAO’s Code of Conduct and is subject to the AAO's Cancellation Policy

Questions about the workshop can be directed to the PDC co-chairs at professionaldevelopment@aao-archivists.ca.

About the instructor

Bruce Miller, MBA, IGP is President of RIMtech, a vendor-neutral records technology consulting firm, and a world-leading expert on electronic recordkeeping. He founded Tarian Software in 1999, where he developed the world’s first e-Records software engine for business software. That year he received ARMA Canada’s National Capital Region’s Ted Ferrier Award of Excellence for his contribution to the field of records management. Mr. Miller is the recipient of the prestigious 2003 Emmett Leahy Award, considered the highest international recognition given to professionals in the field of information and records management. Bruce’s book “Managing Records in Microsoft SharePoint” is an authoritative treatment of recordkeeping for SharePoint. He is working on his latest book, “Implementing Electronic Recordkeeping Software – a Methodology for Success”. Bruce holds a Diploma in Electronics Engineering Technology, and a Masters in Business Administration from Queen’s University. He is a certified Information Governance Professional (IGP), and holds a certificate in Prince 2 Project Management.

Please contact professionaldevelopment@aao-archivists.ca with your questions and any requests for accommodation.

The Archives Association of Ontario (AAO) is led by a committed community of volunteers from across the province. 

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